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Practice Transitions Seminar – Charleston, South Carolina

This important seminar is designed for the doctor who is contemplating a practice transition.  That could be for (1) the busy doctor looking to take a partner or (2) the senior doctor thinking about retirement and selling his or her practice or (3) the younger doctor contemplating buying a practice or becoming a partner.

Most of the issues (for example, how to value a practice) will be equally relevant whether you are the potential buyer or the potential seller. We will point out the pros and cons of the various issues from each side’s point of view. This is a no-nonsense, intensive 8 hour course.

Start:

April 20 2018

End:

April 21 2018

Cost

$825 - $985

CE Hours

8

Location

DoubleTree by Hilton
181 Church Street
Charleston, SC 29401
website
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Promotions & Discounts
  • Detailed Description

    Often, both Dr. Seller and Dr. Buyer attend this seminar together
    Because they learn what to expect throughout the transition process and how the transaction needs to be structured so it is fair to both parties.
    Takeaways

    The seminar will cover the pros and cons of the various issues from each side’s point of view. This is a no-nonsense, intensive course which will include such topics as:

    • How to recognize the common blunder doctors make of giving away the first half of a practice when they think they are selling it to a new partner.
    • From the junior partner’s point of view, how to recognize when you are getting a tremendous bargain.  What to look for in a future associate or partner.
    • How to find a practice buyer.
    • How to value a practice.
    • What are the preferred legal and tax structures for various types of transitions.
    • How to save taxes on the sale or purchase of a practice or when taking or becoming a partner.
    • How to avoid major blunders in group practice buy-sell agreements.
    • Fair compensation techniques among partners.
    • Are you ready to retire?
    • Continuing tax-deductible fringe benefits post-retirement.
    • What happens to a corporation at retirement?
    • What happens to a doctor-owned office building at retirement?
    • Taking benefits out of a retirement plan.
    • Avoiding the 10% penalty tax on premature distributions.
  • About The Speakers

    Brandon S. Collier

    Brandon is an attorney for the dental profession. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He publishes the popular Collier & Associates Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a Bachelors Degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Masters Degree in Taxation from the New York University School of Law.

  • Resort Information

    The DoubleTree Hilton in the Historic District overlooks the Charleston City Market in the very heart of the city!

    We have secured a terrific group rate of $321. You save money when you take advantage of our discounted group rates compared to the rates provided elsewhere.

    Our group rate also includes –

      • A continental breakfast for two.

    This rate does not include taxes and fees.

    We can guarantee this rate only if you register before March 20, 2018, as rooms are often sold out before this date.  Once you have registered for the seminar, you will receive an acknowledgement letter and hotel reservation information on how to reserve a room within our block.

    About the Area

    “With her flickering carriage lanterns, cobblestone streets, exquisite colonial-era mansions, and manicured flower boxes, Charleston, South Carolina is a timeless beauty.  And while the trappings of this jewel box-like destination are historic, a palpable vitality is evident.  From the upbeat vibe of upper King Street to the rarefied scenery tucked south of Broad Street, the fascinating juxtaposition of new and old makes today’s Charleston a must-visit destination.  It has been voted consistently “Top City in the United States” in the Condé Nast Traveler Reader’s Choice Awards.

    It’s no secret Charleston is home to a variety of culinary luminaries and boasts some of the best food in the country.  The area’s pulse has been connected to its kitchens since the late 1600s, when subsistence farming and fishing unknowingly gave birth to today’s prized hyper-local Lowcountry cuisine.

    For more than 300 years, Charleston’s evocative beauty has inspired painters, poets, playwrights, and musicians.  Stroll down the signature blue slate sidewalks beneath a canopy of crepe myrtle trees, past the gleaming windows of French Quarter galleries, and it isn’t difficult to see what inspired noted artist Alfred Hutty in 1920 to write, ‘Come quickly, have found heaven.’ ” (compliments of explorecharleston.com)

    • City Market – Located right outside the hotel is the famous City Market featuring local merchandise
    • South Carolina Aquarium
    • Rainbow Row – Charleston’s iconic site which features a series of row houses near the historic water front painted bright pastel colors
    • Waterfront Park –With its spectacular views of the Cooper River and Charleston Harbor, guests can stroll through gardens, walk along the riverfront esplanade or go out onto the pier.  You pass several large fountains along the way as well as the Pineapple Fountain.
    • USS Yorktown
    • Boone Hall Plantation
    • Fort Sumpter
    • The Citadel
  • Seminar Schedule

    Please arrive at the meeting room of The DoubleTree by Hilton Hotel between 1:15-1:30 p.m. on Friday, April 20, 2018 to sign in and receive course materials. Lectures will be held from 1:30 p.m. to 5 p.m. on Friday and continue on Saturday, April 21, 2018 from 9:00 a.m. until Noon with question and answer periods before and after the meeting. Outlines will be used as a guide to the course.

    It would be useful to have a list of specific questions ready, but we will cover the most commonly asked ones in detail during the seminar as well. All course material will be provided while checking-in on the first day. For complete candidness, tape recorders will not be allowed at the program.

  • Registration Information

    Registration Type Single Couple
    Early Bird $825 $935
    Regular $875 $985
    At The Door $925 $1,035
    • Early Bird pricing is valid only until 60 days prior to the event.
    • Regular pricing is valid if registering within 60 days of the event.
    • At the Door pricing is applicable if registering on the day of the event.
    • Attendance at the programs is limited to doctors, spouses, and key office staff members, except by special permission.
    Cancellation

    We understand that emergencies arise. If you can’t make it to a seminar, please provide instructions in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified of cancellation 30 days prior to the scheduled event date. No refunds are possible after this timeframe.  However credit will be given towards a future seminar.

Collier & Associates, Inc. is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this program provider are accepted by AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from October 1, 2015 to September 30, 2018. Provider ID #209852

Promotions & Discounts

Refer a Friend

As a bonus, if a prior seminar attendee brings a doctor who has never before attended a Collier Seminar, the returning doctor and the new doctor will each receive $100 off the seminar registration fee.

*Discount applies ONLY when both doctors register together.
*Discounts cannot be taken retroactively"

Frequent Attendee

As a greater bonus, if you have attended 3 seminars in the last 5 years and bring a new attendee, your registration is a gift on us! Close
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