They didn’t chase an exit. They designed alignment.
Drs. Ed and Lisa Wentz built successful practices: Ed a 10-practice orthodontic group, and Lisa a highly intentional solo practice. But their transition out of practice required something different. A shared filter grounded in faith, family, and stewardship.
What they reveal isn’t a strategy. It’s a mindset that protects marriages, teams, and purpose long after the deal closes. This conversation walks through how they navigated selling, honored their teams, and resisted the pressure to follow someone else’s timeline.
If you’re wondering how to transition without drifting, burning out, or losing alignment, this episode is a guide.
If you like this episode, here are more episodes we think you’ll enjoy:
- Ep #566 - Partnerships, Practice Deals, and Pursuing Adventure – Freedom Through Relationships – Dr. Jose Vicens
- Ep #564 - The DSO Reckoning – What Every Doctor Needs to Know Before Selling Their Practice – Brannon Moncrief
Check out the show notes for more information!
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):
1. Schedule a Call with My Team:
If you’re tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more.
2. Get Your Dentist Retirement Survival Guide:
The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.
