ABOUT THE TEAM
Collier & Associates, Inc. (C&A) along with Collier & McBride, LLC (C&M, LLC) is a national financial consulting and law practice limited to representing doctors in the business aspects of their practices. The firm was started by the late Richard A. Collier who took over the practice of Sarner & Associates, Ltd. in 1987. Brandon S. Collier continues this tradition and legacy of expert advice for doctors and their practices.
Collier & Associates, Inc. publishes the bi-monthly Collier & Associates Newsletter which provides timely information regarding taxes, insurance, investments, practice transitions and much more to thousands of doctors, and has done so for nearly 50 years.
Mr. Collier lectures extensively on these subjects to doctors and students at C&A seminars and as a featured guest speaker at national, regional, state and local dental meetings.
BRANDON S. COLLIER, J.D., LL.M.
Mr. Brandon Collier is President of Collier & Associates, Inc., co-owner and practicing attorney of the law firm of Collier & McBride, LLC. Collier & Associates is a nearly fifty-year old firm specializing in representing dentists with practice transitions and providing objective unbiased advice regarding the business aspects of their practices, law, taxes, insurance, investing and how to live a good life. He is the Editor of the twice-monthly Collier & Associates Newsletter, which for nearly half a century has been providing topical advice and practical ideas to doctors to help them get and retire wealthy. He also conducts the popular Collier doctor seminars at top destinations throughout the country, including seminars devoted to practice transitions, advanced investing (nothing is sold or promoted, the focus is solely on teaching), and aggressive tax and business planning. Mr. Collier oversees the Collier retirement plan division which designs and prepares profit sharing, 401(k) and defined benefit plans for hundreds of dental practices throughout the country.
He has many years of experience consulting with doctors and speaking nationwide as an invited lecturer. He believes in giving back to dentistry and currently serves on the Board of Directors of the AAO Foundation (the AAO’s charitable arm) and is a Regent level of the Foundation. He currently serves on the Visiting Committee of the Case Western Reserve University School of Dentistry.
Mr. Collier is a member of the Ohio State Bar Association and the Cleveland Metropolitan Bar Association.
- Bachelor of Arts, Cum Laude – University of Pennsylvania – 1994
- Juris Doctor – Case Western Reserve University School of Law – 1997
- Master of Laws in Taxation – New York University School of Law – 2001
OUTSIDE LECTURES AND GUEST ARTICLES
Mr. Collier is a frequent lecturer at national, state and local professional society meetings, as well as many regional study clubs throughout the country.
Mr. Collier is also an occasional contributing writer to the Journal of the American Dental Association (JADA), Dental Economics, and the Progressive Dentist.
Mr. Collier is also a frequent lecturer at dental schools speaking with third and fourth year dental students and residents.
Please contact our office for details if you are interested in having him come to your association or study club.
DANIELLE L. SCHLAUFMAN MCBRIDE, J.D., LL.M.
Ms.McBride joined Collier & Associates in June of 2000 and is co-owner in the law firm of Collier & McBride, LLC. She represents doctors in all phases of practice transitions.
Her areas of expertise include choice and organization of entity, practice valuation, structuring the practice sale, tax allocations, addition of an associate, the outright sale of a practice, the sale of a partial interest in a practice, the purchase and sale of an interest in a group practice and the drafting of associate employment agreements, independent contractor agreements, purchase and sale agreements, buy-sell agreements, and other related documents. She regularly consults with clients to provide practice management and tax saving advice.
Ms. McBride is a member of the Ohio State Bar Association and the Cleveland Metropolitan Bar Association.
- Bachelor of Arts in Sociology/Criminology – The Ohio State University – 1995
- Juris Doctor – Ohio Northern University Pettit College of Law – 1999
- Master of Laws in Taxation – Case Western Reserve University School of Law – 2000
WAN COLLIER, J.D. - SPECIAL COUNSEL
Wan has been practicing corporate law for over 18 years. She has substantial experience representing clients in mergers and acquisitions and financing transactions, practice transitions and general corporate matters. Over the years, Wan has been able to combine her knowledge of corporate law with practical business acumen to provide her clients with practical advice on a wide range of legal issues.
In addition to being a Special Counsel for Collier & Associates, Inc., Wan is also general counsel for Evergreen National Indemnity Company. Her prior experience includes working for Baker & Hostetler, one of Ohio’s premier law firms, where she was named an Ohio Super Lawyer. She also worked in New York City for two multinational law firms, White & Case and Jones Day, where she gained valuable experience working on large financing and acquisition transactions involving both publicly traded and private corporations.
- Bachelor of Arts – Cornell University – 1994
- Juris Doctor – Cornell Law School – 1997
Diane Collier started supervising the seminar department when her husband, Richard Collier, purchased Collier & Associates from Harvey Sarner in 1987. Upon graduation from college, she worked for Time Magazine in the advertising and marketing department. Then she was a high school math teacher and tutor.
For nearly three decades, Ms. Collier has chosen the destinations and the hotels for the seminars. She has made wonderful ongoing contacts with leaders in the travel industry, who call her about new properties or special deals. She works hard to find upscale properties with outstanding group rates that usually include perks like breakfasts, discounts on spa, golf, etc. During seminars when families are attending, she helps organize volleyball games, ski races, hikes etc. so that children can socialize. From chartering great cruises in Alaska to terrific family trips in Costa Rica, and at hundreds of beautiful properties throughout the U.S., Canada, and Mexico, her goals are to ensure that Collier doctors love the location, the price and the camaraderie that develops among attendees.
- Smith College, BA
- John Carroll University, MA
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