Practice Transitions Seminar

Selling Your Practice and Growing Your Practice

Brought to you by Omni Practice Group

In this course, you will learn about the legal, financial, logistical and emotional aspects of transitioning out of your full-time dental practice and for buyer transitioning into their first practice. Our team of experts will lecture and conduct Q&A sessions.
• The sequence of a Dental Practice Transition for Both Buyers and Sellers
• How to Maximize the Value of Your Practice
• The Importance of the Allocation of Assets in the Practice Sale for both the Buyer and the Seller
• Online Marketing & Communication Strategies to Grow you Practice for both Buyers and Sellers
• Legal Issues in Practice Transitions for Both Buyers and Sellers
• Helping Your Buyer Get Bank Financing
• Real Estate Issues in a Practice Transition

Registration includes yourself and a spouse/signficant other.

Refreshments, Breakfast, and Lunch also included

SCHEDULE

• 7:30 Check-in with hosted breakfast
• 8:00 Sequence of a Dental Practice Transition
• 8:50 Legal issues in Practice Transitions
• 9:40 Advanced tax & financial planning strategies
• 10:30 How to maximize the value of your practice
• 11:30 Helping your buyer get bank financing
• 12:00 Online marketing and communication strategies to grow your practice
• 12:30 Lunch
• 1:30 - 5:00 Roundtable Group Symposium - Afternoon breakout sessions - Meet each presenter on a very small group basis to discuss your own personal needs to transition your practice or buy a practice
  

SPEAKERS

Rod Johnston, MBA, CMA, Practice Transition Broker

Rod has been a practice broker in the Pacific Northwest since 2004 with hundreds of transitions and valuations under his belt. Rod's background combines finance, accounting and dental consulting which makes the perfect blend for a practice broker. He has an MBA from Seattle University, is a Certified Management Accountant and an Accredited Business Appraiser. Rod is the founder of Omni Practice Group.

Buck Reasor, DMD, Practice Transition Broker

Buck is a retired dentist who now focuses on helping other dentists in the transition process. Buck takes the fear out of practice transitions through his experience of selling dental practices and his understanding of the nuances of the process. The founder of Reasor Professional Dental Services LLC, Buck transitions practices in the Western United States.

Doug Alexander, Lawyer, Business and Taxation

Doug is an attorney licensed in Oregon and Washington. His practice focuses on the legal needs of dentists, and he has worked with dentists in most of the western United States. Doug personally handles practice sales, acquisitions and transitions, financing and succession planning, as well as related professional business entities. Other members of the Saalfeld Griggs Dental Industry Team handle dental office leases, development and sales, employment law and related litigation, estate planning, and employee benefits.

Brian Hanks, CFP, MBA, Transitions Rep

Brian is a Certified Financial Planner and has an MBA from the University of Michigan. He is the author of the book, How to Buy a Dental Practice: A Step-by-step Guide to Finding, Analyzing and Purchasing the Right Practice For You. He has worked for Bank of America and Goldman Sachs and is a Buyer Advocate helping dentists prepare for practice ownership.

Chris Frankovich, SVP, Healthcare Banking Team Leader

Chris is a Senior Vice President and Team Leader with Columbia Healthcare Banking. He has over 25 years of banking experience including Private Banking and Retail Banking branch management. Chris has worked with dentists and dental specialists for over 10 years specializing in dental practice acquisitions, practice start-ups, owner-occupied commercial real estate purchases, and managing client relationships and retirement planning.