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

Join us on Tuesday, September 23 at 6:30 PM CT for Part 3 of The Succession Blueprint Series—a three-part webinar series designed to guide veterinary practice owners through every stage of the transition journey. This concluding session focuses on those within 1–2 years of transition, when clarity, transparency, and decisive action matter most.

What You’ll Learn

Clarity, Transparency, and Decisiveness – Discover the key components of a smooth transition and how clear, upfront communication about your intentions builds trust with both potential buyers and your team.
Bringing the Team Along – Learn strategies for openly and thoughtfully communicating with your team—easing fears, fostering buy-in, and creating excitement about the future to maintain stability through the process.
Informed and Confident Decision-Making – Leverage your preparation to evaluate offers from a position of strength, ensuring you select the right opportunity that meets both your financial goals and your legacy aspirations.
Recommended Actions – We’ll walk through finalizing your shortlist of partners, beginning meaningful conversations, involving your leadership team, and clearly communicating post-sale intentions to both your team and your chosen successor.

Sign Up For Webinar

First Name *

Last Name *

Email *

Phone

I'm located in: *

ZIP Code *

Current Role *

How did you hear about us? *

Email and phone number will be used for marketing and communication purposes only. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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.