The Importance of Projections in Incentive Equity Planning

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for growing — and eventually exiting — a dental practice. Sara introduces the "crawl, walk, run" approach and how phantom equity can help test a partnership before committing to full ownership. They talk about why every purchase should start with a cost-benefit analysis and why smart exit planning can lead to a smoother, more profitable transition.

You can view Sara Stock’s full presentation here!

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