Why Physician Owners Need Exit Planning Long Before a Sale
As Featured In: Healthcare Business Today — Omar Morillo · April 16, 2026
For physician practice owners, a sale isn’t just a transaction — it’s often the largest asset on the balance sheet changing hands. In this Healthcare Business Today piece, Omar Morillo of Imperio Wealth Advisors explains why exit planning should start years, not months, before a sale, and covers tax-smart portfolio planning, minority interest transfers, and the role of an ILIT in estate liquidity.
The article also references the well-known Joe Robbie / Miami Dolphins estate liquidity example as a cautionary illustration.
This post summarizes content originally published by Healthcare Business Today. It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed in the original piece are those of the quoted individuals and/or original publication, not a guarantee of future results. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.
