After decades of building a highly profitable veterinary practice, our client—a respected medical professional and business owner—was ready to transition into the next chapter of his life. Despite the practice’s strong financials and loyal client base, he faced a familiar dilemma for many first-time sellers: uncertainty around valuation, a lack of clarity on the exit process, and mounting pressure from seasoned private equity buyers who negotiate transactions like his every day.

Dr. Marino asked us to be his lead advisor overseeing all dimensions of the transaction—financial, strategic, and personal. Our role was not simply to manage investments, but to orchestrate a seamless and successful exit that preserved optionality, captured value, and positioned him for lasting independence.

What began as an uphill battle became a successful, structured transition. Our client sold his practice to a national consolidator offering both the most competitive economic package and the flexibility he needed to step away on his own timeline. He retained ownership of his building, secured long-term passive income, and now has a clear, disciplined wealth plan for the next phase of his life.

At Third View Private Wealth, we are built to serve as the first call for entrepreneurs, business owners, and medical professionals at pivotal moments. We don’t just manage wealth—we help unlock it with intention and protect it with purpose. Whether you’re selling a practice, navigating a liquidity event, or planning for succession, our team brings the experience, discretion, and strategic acumen to help you move forward—with clarity and conviction.