Veterinarians
As a Veterinarian, we know that you face a bunch of issues as a business owner on top of your veterinary responsibilities, including managing the day-to-day operations of your business, covering HR, compliance, record keeping, and business cash flow management.
As a veterinarian, you go through many stages in your career from being an associate and making the decision whether to buy into an existing practice or starting your own; as a practice owner and the decisions on incorporation and how that impacts your financial life; and as a mature veterinarian who is looking to retire and is looking into succession planning and options for monetizing your practice.

Our family has a deep history in the Ontario Veterinary Medical Association with my maternal great great grandfather, Dr. Andrew Smith, starting the Ontario Veterinary College in 1862. Throughout the years, our family has been involved with both the veterinary and financial services industries. This has given us a unique perspective on the challenges that veterinarians face in their business and how to help maximize your financial well-being.
Some of the biggest questions we hear when talking with Veterinarian clients are:
-
What is the value of my practice?
-
How much do I need to retire?
-
How do I incorporate my professional corporation into my personal financial plan?
-
Who am I going to sell my practice to?
-
How do I maximize the value of my corporation when it comes time to sell?
-
What am I going to do once I retire?