Kristen Jordan

Jan 22, 2025 | incisaledgemagazine.com | Kristen Jordan |Ed Kobesky

By Kristen JordanVEN THOUGH THEY can be scary to look at, most people keep a close eye on their investment portfolios. How else can you course-correct your choice of stocks or mutual funds? Maybe you don’t check their performance daily, but you certainly don’t go years without looking at your statements. Yet in my experience, far too many practice owners wait years between practice valuations. They should do so regularly.

Jan 11, 2024 | incisaledgemagazine.com | Megan Sobieski |Jerilyn Forsythe |Ed Kobesky |Kristen Jordan

BY KRISTEN JORDAN THE OLD SAYING is a practice goes down in value 20 percent per month until it’s worth zero. But I think it’s more like 50 percent in the first month and 20 percent a month after that.” That’s what Dr. Kyle Roth thinks about one of the worst-case scenarios when selling your practice: closing it, or letting it slowly wither away, when the time comes to sell. Why would anyone do that? Surprisingly, according to Dr. Roth, “it happens a lot, a lot, a lot.” He would know.