UA-170695639-1 #223 Dr. Jeff Stepanek & Elizabeth Montgomery - Buy My Dad's Vet Clinic - The Veterinarian Success Podcast

Episode 223

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Published on:

4th Feb 2024

#223 Dr. Jeff Stepanek & Elizabeth Montgomery - Buy My Dad's Vet Clinic

Dr. Jeff Stepanek and Elizabeth Montgomery join me in this episode. I connected with Liz via LinkedIn, and she's helping her father, Dr. Jeff, sell his Eau Claire, Wisconsin, veterinary clinic. This is a unique podcast that I hope you enjoy - as it's a conversation on legacy and opportunity within veterinary medicine.

  • Dr. Jeff's story and how we become an owner.
  • How great mentorship impacted him and how he's passed that on.
  • Why communication and confidence is the key to veterinary success.
  • Liz's story of helping her dad find the right buyer for the clinic.
  • What should the ideal owner's character traits look like in a perfect world?
  • The challenge of many other single DVM owner clinics nationwide and the opportunity.
  • And more

Guest Links

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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡ www.vincerewealth.com