The Succession Blueprint: 1-2 Years Out from Veterinary Practice Transition

Join us for our webinar, Succession Planning Essentials for Veterinary Practice Owners—a focused webinar designed specifically for veterinary practice owners who are 1–2 years away from transition. This session will arm you with the clarity, transparency, and decisiveness to navigate your transition with confidence and achieve your goals.

What You’ll Learn

Clarity, Transparency, and Decisiveness – Discover how to streamline your transition by communicating intentions clearly to build trust with buyers and your team.
Bringing the Team Along – Learn strategies to openly address your team’s concerns, foster buy-in, and create excitement about the future.
Informed and Confident Decision-Making – Use your preparation to evaluate offers strategically, ensuring you choose the right opportunity that aligns with your financial and legacy goals.
Recommended Actions – Walk away with a clear roadmap for finalizing your shortlist of partners, initiating meaningful conversations, involving your leadership team, and communicating post-sale intentions.

This webinar is the third session in our Succession Blueprint series. If you’d like to explore the first two sessions, you can find the recordings by clicking here.

View Webinar Recording

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Panelists

Fritz Wood, CPA, CFP

Fritz Wood owns and operates an animal health consulting practice in Kansas City, where his clients include veterinarians and animal health companies. He also has a vibrant personal financial planning practice, helping veterinarians reach their lifetime financial goals. He’s focused exclusively on the veterinary profession for 25 years, serving on the Editorial Advisory Board of Veterinary Economics, Veterinary Team Brief, and Today’s Veterinary Business. In addition to authoring scores of articles related to the business of veterinary medicine and personal finance, Fritz help people reach their lifetime goals as a Certified Public Accountant and a Certified Financial Planner.

Robert Crew, CFP, CFA

Robert Crew is a Financial Planner working at Triune Financial Partners, LLC in Overland Park, KS and has over 30 years of experience in the finance industry. Robert enjoys collaborating with clients who are motivated to reach their goals. Robert has taken additional exams to become a Certified Financial Planner (CFP®). Robert received his Bachelor of Arts degree from MidAmerica Nazarene University and his MBA from the University of Kansas. He also enjoys being a member of the Financial Planning Association and the CFA Institute.

Dr. Kent Thornberry

Dr. Kenneth Thornberry received his DVM from the University of Missouri. He founded both general and specialty practices in St. Louis, MO. His general practice grew to a 17,000 square-foot, full service, 8 doctor animal practice with boarding, daycare and grooming services. His specialty practice grew to a 24-hour emergency and critical care specialty hospital with 11 doctors and six specialties. He sold his hospitals in 2015 and then continued on as Medical Director for 3.5 years.

Currently, Dr. Thornberry is the Co-Founder, President and Chief Veterinary Officer of CareVet. In addition, he co-facilitates a second-year veterinary student course at the University of Missouri, College of Veterinary Medicine, and he is a frequent guest lecturer at veterinary colleges, the Veterinary Business Management Group (VBMA) and practitioner events across the country.