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Tips & Tricks

Mount Columbia > Tips & Tricks
Mount Columbia Private Wealth sold your dental practice
by Shamez Kassam CFA, MBA
February 5, 2026
Dentists & Doctors, Opinion, Tips & Tricks

Sold Your Practice? The 90-Day Window That Could Cost You Thousands

Why the first three months after a liquidity event are the most expensive mistakes business owners make You’ve spent years—maybe decades—building your practice or...
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Mount Columbia Private Wealth investment advisor
by Shamez Kassam CFA, MBA
January 7, 2026
Opinion, Tips & Tricks

5 Questions to Ask An Investment Advisor Before Handing Over Your Proceeds

How to tell the difference between someone who manages money and someone who can actually help you. After a major liquidity event, you’ll have...
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Recent Posts

  • Sold Your Practice? The 90-Day Window That Could Cost You Thousands
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  • 5 Questions to Ask An Investment Advisor Before Handing Over Your Proceeds
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