We are getting closer to the END of purchasing a dental practice. Now we want to talk about protecting your new asset "the dental practice" and protecting yourself and your family. Justin Holley and Pat Hauge from Pacific Advisors give us the rundown on what to look out for when talking with insurance brokers. We also wanted to know what you need to think about when setting up personal investments. WE'VE GONE DOWN THE LINE from Steps 1 - 10 #1. Looking for a dental practice #2 . Working with a practice broker #3. Due Diligence #4. Submitting an LOI #5. Working with a Lawyer #6. Negotiating as a lease holder #7.Credentialing #8. HR Management #9. Marketing #10. Insurance & Wealth Protection IN THIS EPISODE: We talk about what you need to be thinking about... almost before you even go through all these steps #1 - #10 above. 👆 This episode starts talking about BUSINESS INSURANCE and very quickly we shift the conversation toward PERSONAL INSURANCE. And how personal insurance and financial security probably SHOULD be planned before you even get into ownership. None-the-less WE ALSO TALK about how to cover your NEW BUSINESS and how to GET INTO THE MINDSET or VISION that is so important to building a future that is secure and generates a nest egg and retirement benefits at the end of your career, OR heaven forbid if there would be a MAJOR UNEXPECTED LIFE EXPERIENCE. Justin Holley: Kirkland, WA Office: (425) 354-2897 Email: [email protected] Pat Haugue: Phoenix, AZ Office: (602) 957-7155 Email: [email protected] A CALL w/ Pat Haugue SHOW HOST: As a dental buyer representative, Michael Dinsio helps dentists buy dental practices step-by-step. With over a decade of experience and more than 500 dental transactions, Michael is a key opinion leader in the dental industry. This program helps walk dentists through the process of becoming a dental practice owner via dental practice acquisitions. If you would like a free consult with Michael or would like to work with Michael in the future visit his webpage. ⁠⁠https://www.nxlevelconsultants.com/buyer-representation.html DENTAL UNSCRIPTED HAS A WEBSITE ! ! ! Find all the content from SEASON 1: "Start Up Unscripted"... as well as SEASON 2: "Dental Acquisition Unscripted", it's all here in one spot here 👉⁠ https://www.dentalunscripted.com FOR UPDATES & FOLLOW: WATCH EPISODE HIGHLIGHTS ✨on Facebook, Instagram, and LinkedIn. Interact with Michael, ask him questions, and connect with fellow listeners there as well. https://www.facebook.com/DentalUnscripted ⁠https://www.instagram.com/dentalunscripted/ ⁠https://www.linkedin.com/company/dental-unscripted Intro Music by D Fine Us on https://artlist.io/song/15785/howling-at-the-moon