The Vet Worthwhile Podcast

In this episode, Nick Uva, Vice President of Business Development for Southern Veterinary Partners, joins the show to share his insights on owning and operating a successful veterinary hospital. With experience managing big acquisitions and laying operational foundations for hospitals, Nick discusses why he believes building a good culture and ensuring everyone on the team is on the same page is critical to success. You can find show notes and more at: https://bit.ly/40TFmV8  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

You asked – we answered! In this episode, we respond to some of your questions about our personal lives, including how many pets we each own and what our favorite episode is so far. We also share our perspectives on owning a veterinary hospital, discuss our thoughts on exit plans and ESOPs, and share our plans for the future of this podcast. You can find show notes and more at: https://bit.ly/3FnHa0i  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Dr. Dick Gebhart, a thought leader and innovator in the vet industry, joins the show to share what he is most proud to have brought to his colleagues in the first fifty years of his career. This includes turning a single DVM hospital into a facility covering a full Los Angeles city block. In addition, he developed the first practice management software because it was needed to run his hospital. Listen in to hear what he thinks is needed for veterinarians to continue to thrive and the importance of staying on top of innovative ideas. You can find show notes and more at: https://bit.ly/3EK07da  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Do you know the key ingredients to a quality bourbon—and how they may be similar to running and selling a successful veterinary practice? In this episode, we sit down with Ben Pate, Director of Business Development at Lakefield Veterinary Group and a seasoned businessman with experience in both the bourbon industry and the veterinary medicine space to discover these surprising similarities.  You can find show notes and more at: https://bit.ly/3I3PLWF  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Mentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore the employment market for veterinarians and hospital owners. You can find show notes and more at: https://bit.ly/3Rj1PaF  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Many conversations seem to be about inflation lately. As such, we believe it’s important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD’s Chief Investment Officer, joins the show to share his thoughts on the current inflation situation. He provides some insight into the current markets, lays out what may happen in the coming months, and gives some suggestions on how you can create a plan for your business. You can find show notes and more at: https://bit.ly/3iCNNUk  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you’re making the right decision, we believe it’s important to have current market insights supported by long-term understanding, consult multiple experts, and obtain the right professional support. In this episode, Bill R. Crank, DVM, from Total Practice Solutions Group, joins the show to share his thoughts on selling and exiting a practice in today’s market. You can find show notes and more at: https://bit.ly/3VZPVEa Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episode, Brian Frey, CFP and Partner at SignatureFD, joins the show to share what a successful business exit can look like and why he believes it is essential to start planning out your exit strategy years in advance.  You can find show notes and more at: http://bit.ly/3XLKk5M  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

What can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build an ownership culture within your practice.  You can find show notes and more at: http://bit.ly/3g819H0  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it’s important to understand how your real estate is valued. You can find show notes and more at: http://bit.ly/3GijETz  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.