Episode 63: Partner Buyouts, the Surgeon's Retirement Cliff, and Executive Protection

June 29th, 2026  |  31 mins 4 secs

asset protection, business exit strategy, business valuation, estate planning, executive compensation, executive protection, income cliff planning, partnership buyout, physician finance, retirement planning, surgeon retirement

A founder with an $18M medical staffing business wants to buy out his 22% minority partner before selling in five to seven years, an orthopedic surgeon at 58 plans a retirement around a hard physical expiration date on his hands, and Brendan Weed of Arux Group walks through what personal security and executive protection actually look like for families with significant wealth and visibility.