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Practice Transitions Seminar – Key Largo, Florida – Ocean Reef Club

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.


November 3 2017


November 4 2017


$795.00 - $955.00

CE Hours



Ocean Reef Club
35 Ocean Reef Dr
Key Largo, FL 33037
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Registration Options

Doctor and Spouse (Practice Transition - Key Largo, FL)$955.00

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Doctor and Spouse (Practice Transition - Key Largo, FL)$905.00

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Doctor (Practice Transition - Key Largo, FL)$795.00

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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.

    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

    We have secured outstanding group rates of $362 per night for double occupancy.

    Our group rate also includes –

    • A daily Ocean Room breakfast for two

    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.

    For over 60 years, the Ocean Reef Club has been a retreat for the world’s most celebrated families, hosting presidents and dignitaries from around the globe.  Here, at the world’s largest private club, on this scenic island destination, accomplished leaders have come for renewal before returning to the highest echelons of business and public life.  It is an exclusive hideaway – unless you own a home or are the guest of a homeowner, you cannot visit Ocean Reef unless you are attending a meeting.

    The intimate oasis of Ocean Reef Club with its tropical abundance of things to do is just an hour south of Miami on the island of Key Largo.  With its rare blend of natural beauty and fine-hewn luxury,  it lets work flow easily into play.  Guest rooms are luxurious.  With the scent of tropical flowers twining below the window, the harmony of details and the play of tropical colors, Ocean Reef feels like a stay in paradise.  There are marble floors, natural stone in the baths, sunken tubs, flat-screen TV’s, incredible views and nearly always perfect weather.  A careful investment of 50 million dollars in guest accommodations over the past three years has made the rooms truly elegant.

    • Golfing – The Club boasts two championship 18-hole courses, a rarity in the Florida Keys – even among standard golf country clubs.  Although the Hammock Course and the Dolphin Course offer distinctly different tests of golf, both feature scenic vistas and an enjoyable challenge for players of all levels.
    • Shopping – Reminiscent of an old-fashioned town center, the Ocean Reef Club Fishing Village is the place to peruse a selection of shops, stop for a delicious meal or chat over coffee with friends.
    • Fitness and Spa – The Club’s Marina Fitness Center has an array of equipment, including treadmills, stair machines, bicycles, free weights and LifeFitness Equipment.  The spa offers an array of massages, skin care, hair, pedicures, etc.
    • Nature Center and Programs
      • Eco-Kayak Tours: Offered each Saturday and Sunday morning.  These laid back trips begin from Buccaneer Island and will take you through mangroves, past bird rookeries and leave you speechless as you can see clearly to the bottom of the sea floor.
      • Eco-Bicycle Tours: Combine exercise with education about the various plants and foliage found in the Ocean Reef Club community.
    • Waterfront Activities – Surrounded by water on three sides, Ocean Reef Club boasts tremendous waterfront and shorelines.  There is something for everyone: sailing, kayaking, flyfishing, cruising on myriad watercraft, snorkeling, and deep sea fishing or gulf fishing.
    • Other Activites:
      • Tennis: Nine Har-Tru courts are available with six lighted for evening play.
      • Croquet: A full-size grass croquet court for this popular game at the Club.
      • Miniature Golf: A 9-hole miniature golf course provides fun for both golfers and non-golfers of all ages.
      • Basketball Court: Basketballs are available at the court, located next to the playground.
      • Movie Theatre:  The Ocean Reef Cultural Center offers first-run and recent releases three nights a week in a state-of-the-art, 300-seat theatre.
    • Location – Ocean Reef Club is located at the northern tip of Key Largo, approx. 50 miles southeast of Miami Airport.

    About the Area

    • John Pennekamp Coral Reef State Park: The first undersea park in the United States, John Pennekamp Coral Reef State Park and the adjacent Florida Keys National Marina Sanctuary cover approx. 178 nautical miles of coral reefs, seagrass beds and mangrove swamps. The park offers guided nature walks, glass bottom boat and snorkel tours, and SCUBA diving.
    • Crystal Clear Charters: Located in The Fishing Village, offers certification in SCUBA diving and snorkeling trips.
    • Dolphins Plus – This Key Largo marine mammal facility is involved in environmental education programs, in-water therapy for handicapped individuals and the study of inter-species interactions between dolphins and humans.
    • Everglades Alligator Farm – The oldest Alligator Farm in South Florida and one of the only true working alligator farms. Experience thrilling alligator, snake and wildlife shows and venture into the Everglades on a guided airboat tour.
    • Coral Castle – A sculptured garden and tribute to lost love. One man, obsessed with his love for a young girl, labored 28 years to build a rock monument to her. Incredibly, he carved and moved over 1,100 tons of rock without human assistance.
    • Fairchild Tropical Garden – Experience the paradise of the magnificently landscaped botanical garden – exotic plants from around the world, flowering vines, tropical fruits, stately palms and timeless oaks.
  • Seminar Schedule

    Please arrive at the meeting room of the Ocean Reef 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.

    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