Shelly Doan, a banker with Keywest Bank, specializes in lending to doctor and dentist practices. Shelly brings her decades of experience, and degree in entrepreneurship, to the podcast. Doctors who want to get loans need to get a few things right with their financials. Learn where the value of the practice actually lies. Learn how banks rank the types of doctors depending upon their specialty. Shelly describes the Covid-19 crisis on doctor’s financials, both the best of times and the absolute worst. PPP loans can actually hurt a doctor’s prospects at getting a new loan—learn more about this and what to do about it. Real estate loans for medical practices are common. Exit planning loans are common. Learn about the loan process, what lenders look for and how to improve your situation. Finally, learn about some of the unique benefits of working with an expert like Shelly. 

Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]