Financial Planning for Equine Vets: Navigating Lifestyle Creep, Ownership, and Valuation

Join AAEP Practice Life co-hosts Drs. Travis Boston and Jessica Dunbar as they speak with John Chalk, a CPA, lawyer, and certified financial planner specializing in equine veterinary finance. The discussion centers on various financial topics relevant to equine practitioners across their careers, including personal financial management for new graduates focused on student loan repayment and avoiding “lifestyle creep,” and mid-career planning that balances debt repayment with saving for practice ownership. In addition, the conversation addresses business financial management and the complexities and long-term necessity of succession planning for practice owners nearing retirement.