Create Your Exit Strategy
& Retire Wealthy 

Own a wellness-based business practicing dental, naturopathic medicine, chiropractic, acupuncture, spa services, medical, or another modality?

Maximize Your Return on All Your Hard Work

 Your practice is a business that you can cash in on!


You're probably too busy seeing patients to think about your end game, so we'll make it easy. 

We know how much time and energy it takes to build a successful practice which is why we're dedicated to ensuring you reap the rewards and set yourself up to retire wealthy.


Hi, I'm John T. Carter, JD, CExP, CEPA 

Transition/Succession and Legal Planning Expert

With over 25 years of experience facilitating all types of business transfers, mergers and acquisitions, co-owner buy-outs and family or key employee succession strategies, I'm dedicated to helping wellness professionals like you sell or transition your practice on your terms.

I help set you up to get the money you need, leave the practice when you’re ready and transition to whom you want. 

With my expertise, you can:

  • Increase the salable value of the practitioner’s business while minimizing the risks of future ownership to the successor practitioner
  • Implement strategies that enable you to successfully sell or transfer your practice to internal practitioners or outside practice groups when you're ready
  • Create a “win-win” outcome for all parties so you can retire wealthy with more than just your social security check   


Hi, I'm Dr. Jennifer Bonde

Wellness Business Expert

As the founder and director of the Birmingham Wellness Center, which began its journey in 1996 and the CEO, managing partner, and co-founder of Best of Organic, LLC, DBA DrKellyann.com which sold in 2020, I know what it's like to help patients AND build a business that gives you the freedom to stop seeing patients when you want. 

Because I understand the frustrations and challenges of your business, I can help you create a road map with actionable steps you can take towards a rewarding and profitable future by:

  • Helping you discover your leverageable assets to grow your business without working harder
  • Mapping out your end game, so all future decisions work toward that goal
  • Helping you recognize when it’s time to bring on new team members and if your finances can support the expansion
  • Considering your life's desires so you never feel stuck working longer than you'd like 


Let's Create Your Personalized Plan Together


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