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Practice Transitions Seminar – Boca Raton, Florida

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:

November 3 2017

End:

November 4 2017

Cost

$795.00 - $955.00

CE Hours

8

Location

Waldorf Astoria Boca Raton Resort & Club
501 East Camino Real
Boca Raton, FL 33432
website
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Registration Options

Doctor and Spouse (Practice Transition - Boca Raton, FL)$955.00

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Doctor (Practice Transition - Boca Raton, FL)$845.00

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  • 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

    Our superb group rate is $335 single and $362 double, not including taxes.  This rate is $140 less than the hotel’s website rate.

    Our group rate also includes –

    • Full breakfast at either SeaGrille or Palm Court restaurants.

    Above rates do not include taxes.

    We can guarantee this rate only if you register before June 21, 2017, as rooms are often sold out before this date.

    Boca Raton Resort and Club, A Waldorf Astoria Resort redefines luxury and fun in south Florida.  Nestled in a Mediterranean inspired historic village and just a few steps from the stunning south Florida coastline, Boca Raton Resort and Club, is a luxurious home away from home. Many of the charming and sophisticated guest rooms come with a view of the Atlantic Ocean, Intercoastal Waterway, or the marina, and all guest rooms offer the latest deluxe amenities.

    As a guest of the resort, there is also access to the Boca Beach Club. This dual access to both properties provides an array of fun activities for guests of all ages such as:

    • Golf
      • Surfing
      • Boating
      • Private beach access
      • FlowRider Wave Simulator
      • Tennis
      • Quest Club, an education and entertaining children’s program

    Dine at one of the 11 award-wining restaurants or unwind with the ultimate spa experience at the hotel’s Waldorf Astoria Spa. Voted the No. 1 spa in the country by Condé Nast Traveler’s Readers’ Choice Awards, the resort offers a wide selection of services, including wraps, facials and massages. The resort also received the TripAdvisor Certificate of Excellence in 2017.

    About the Area

    Commanding a prime location between Fort Lauderdale and West Palm Beach, Boca Raton is on the sunny Atlantic coast of Florida and offers a fantastic year-round climate, golden sandy beaches, Intracoastal Waterways, and a downtown area with a vast array of shopping, dining and entertainment opportunities.

    Discover the best Boca Raton attractions at the magnificent Waldorf Astoria Boca Raton Resort & Club.  Guests enjoy a huge array of leisure activities including golf, tennis, boating, deep sea fishing, shopping and outstanding dining. Experience unforgettable shopping at Mizner Park, the architecturally stunning shopping center centered around a Spanish-styled courtyard.  It offers superb boutiques, luxury shops, dining and entertainment opportunities.

    Enjoy historic, local and international artworks at The Boca Raton Museum of Art.  Discover South Florida’s colorful history at Whitehall, Henry Flagler’s Gilded Age estate in Palm Beach, just a short ride north.  It is a National Historic Landmark and is open to the public as the Flagler Museum and offers guided tours and exhibits. While there visit famous Palm Beach with its magnificent mansions and elegant Worth Avenue – home to exclusive boutiques.   Another top museum is the grand Norton Museum of Art.  For families, The Everglades and Lion Country Safari offer great adventures.

  • Seminar Schedule

    Please arrive at the meeting room of the Boca Raton Resort & Club between 8:45 and 9:00 a.m. on Friday, November 3, 2017 to sign in and receive course materials.  Lectures will be held from 9:00 a.m. to 12:30 on Friday and from 9:00 a.m. to 12:30 p.m. on Saturday, 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 $795 $905
    Regular $845 $955
    At The Door $895 $1005
    • Early Bird pricing is valid only till 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