Managing Your Expectations

If you are considering retiring in the next two years, NOW is the time to prepare.

Before you consider retiring, make plans to enjoy your retirement.

• Can you afford to retire?
• Contact your CPA or CFP to determine your retirement needs.
• How much will you need from the sale of your practice in order to retire?
• If you own your building, will you be selling or renting it to the buyer of your practice?
• Do you need or want to work part time after you sell your practice?
• Is there anything you can change in your practice to increase its sale value?
• What are the tax consequences of selling your practice ?

Contact ADS Lovelace and Associates, Inc. to assist you in this preparation. We will examine your practice and help you make the adjustments necessary to maximize practice value and ensure a smooth transition.