Financial Planning for Veterinary, Dental, and Medical Practice Owners

Even though this page still lives at /Vets, our work now supports a broader community of medical professionals — especially those who own a practice or are preparing to become owners.

Practice ownership is one of the most meaningful — and complex — decisions in a doctor’s career. It requires clarity, strategy, and a coordinated plan that aligns your life, your money, and your business.

At R² Financial Strategies, we help practice owners and future owners make confident decisions about:

personal financial planning
business planning
investment strategy
liquidity and cash flow
retirement and exit planning
coordinated advisory support

Our team — led by Josh Ervasti, CFP®, CEPA® and Carter Mallett — specializes in guiding veterinary, dental, and medical practice owners through every stage of ownership.

Additionally, as a Certified Exit Planning Advisor (CEPA®), Josh is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as your most trusted advisor. CEPAs holistically plan for an owner’s life outside of their business with the goal of building significant value in their organization prior to their exit. 

Ready to build a plan that supports your life and your practice?

Whether you're preparing for ownership or already leading a practice, we help you make decisions with clarity and confidence.
Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.