Ep #10: Insights Into The Veterinary Job Market with Jeff Sanford

We often talk to our clients about the four wealth activation pillars: Grow, Protect, Give, and Live. In this episode, we dive into the basics of the Protect pillar and the more modern, cutting-edge, and riskier elements we believe need to be considered. Joining the conversation today is Rod Finnegan, the owner of Vetinsure – an independent insurance agency working exclusively within the veterinary industry. 

You can find show notes and more at: https://bit.ly/4a09XFi 

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us for an update on market trends and conditions for 2024. He shares his insights on what happened in 2023 and how they could affect us this year. If you’re looking at the next year and wondering how to plan for the instability and inflation, this episode may be for you.

You can find show notes and more at: https://bit.ly/491yQjA

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

There’s a lot of important work going on when it comes to the development of preventative care and life-extending medicine. In this episode, we’re joined by a special guest who shares their insight into newly approved life-extending pharmaceuticals. Dr. Brennen McKenzie is the director of veterinary medicine at Loyal, a biotech company in San Francisco that focuses on FDA-approved life-extending pharmaceuticals in the veterinary space.

You can find show notes and more at: https://bit.ly/4aZYQNF 

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, a long-time veterinary industry partner and our friend Jimmy Dorough joins the show. Jimmy works with Patterson, serving around 100 hospital owners in the Atlanta metro market. As someone in and out of hospitals talking to team members and owners daily, Jimmy truly has a finger on the pulse of the industry and a great understanding of what’s going on with those running the hospitals. Listen in as he opens up about his veterinary career, all the hats he’s worn over the years, and how he got to where he is now.

You can find show notes and more at: https://bit.ly/3Rke08I 

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us again. Previously, Tony talked about the economic times and how small business owners in the veterinary community are being (and may be) affected. In this episode, he discusses where we are now, what has changed in the economy, and the outlook he foresees for the veterinary space. 

You can find show notes and more at: https://tinyurl.com/2rdr5293 

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Rich Lester joins us to discuss exit plans, practice sales, transitions, and market changes and opportunities. Rich is the Co-CEO of Ackerman Group, where he uses his extensive experience to help guide veterinarians through selling their practices and structuring deals that work for them.

You can find show notes and more at: http://tinyurl.com/9sj985y5 

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we sit down with Rennie Curran, a former NFL athlete, 3-time All-American, keynote speaker, author of several books, and CEO of Game Changer Coaching. Using his platform to inspire students, athletes, and business leaders to reach their full potential, he joins the show to talk about navigating difficult transitions and getting into the mindset of intentional leadership.

You can find show notes and more at: https://tinyurl.com/yebahwd7 

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Eric Josovitz, Founder of AdaptCFO, joins the show to highlight some of the intricacies of small business financial statements, focusing on veterinary hospitals. He shares his personal experiences and how they have shaped his perspective on the importance of quality financial controls. 

You can find show notes and more at: https://bit.ly/3D9zRIf 

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we sit down with Tommy Thompson, a renowned figure in the veterinary industry. Having established several practices and Veterinary real estate companies, Tommy joins us to delve into the intricate process of exiting the business. He emphasizes the advantages of initiating the selling process early, shedding light on seeking professional advice during business transitions. Understanding that veterinarians play a crucial role in nurturing client relationships, he underscores the significance of ensuring the happiness of both staff and veterinarians within the hospital.

You can find show notes and more at: https://bit.ly/3Pq2CYb 

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

We’re wrapping up our series on employment agreements and non-competes with legal experts Peter Tanella and Brent Pohlman from Mandelbaum Barrett PC. Peter, who co-chairs the firm’s Corporate Law Practice Group, provides his expertise on what to expect if a non-compete issue plays out. Brent, a partner in Mandelbaum Barrett PC’s labor and employment practice group, talks about the technical side of the non-compete, including his insights on the scope of restrictive covenants in the current climate.

You can find show notes and more at: https://bit.ly/3BRPyTM