Erik Brenner, CEO of Hilltop, was recently featured on the podcast Your Group Practice to discuss the critical financial and tax considerations group practice owners must address well before an exit event.
In this episode, Erik Brenner breaks down why successful exits are rarely accidental. He explains how proactive tax planning, coordinated advisory strategies, and early financial modeling can significantly impact the long-term outcomes for group practice owners. The discussion highlights common exit-planning blind spots, the importance of aligning business decisions with personal wealth goals, and how integrated planning helps owners retain more of what they’ve built.
Access the Episode
▶️ YouTube
Key Topics Covered
- Why exit planning should begin years—not months—before a transition
- How tax strategy directly affects exit proceeds and post-sale cash flow
- Aligning personal financial goals with business succession planning
- Common mistakes group practice owners make when preparing for an exit
- The value of an integrated “Personal CFO” approach
About the Podcast
Your Group Practice is a podcast for group practice owners focused on the business, financial, and leadership decisions required to build and scale a sustainable practice. Each episode features experienced professionals sharing practical insights on growth strategy, exit planning, and long-term value creation.
Additional Hilltop Resources
• The Personal CFO Revolution (free eBook)
• Introductory call with Hilltop
• Guides, webinars, and tax resources
Hilltop Wealth & Tax Solutions (“Hilltop”) pays a monthly fee to Interview Valet. Interview Valet is a separate company, not affiliated with Hilltop. Interview Valet introduces the firm to podcast hosts. There was no additional compensation (cash or non-cash) to Erik Brenner or the podcast host. The interview should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement of Hilltop if engaged.
