Practice Transitions Seminar – New York, New York - Collier and Associates Co. LPA
Practice Transitions Seminar – New York, New York

Practice Transitions Seminar – New York, New York

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.

AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture

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.

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.

We have secured a terrific group rate of $319. This rate does not include taxes and fees.  You save money when you take advantage of our heavily discounted group rates compared to the rates provided elsewhere.


We can guarantee this rate only if you register before November 9, 2018, as rooms are often sold out before this date.

After a $24 million guest room renovation, the Marriott looks wonderful.  It features 629 guest rooms and 17 suites with luxurious bed linens and 32-inch plasma screen HDTVs. Guests will enjoy the state-of-the-art fitness center and upgraded concierge lounge with outdoor terrace. Midtown Manhattan hotel is located on Lexington Avenue and is near Rockefeller Center, Central Park, Broadway theaters, shopping on 5th Avenue and more.

  • Each room and suite features new luxurious bedding and bathrooms
  • Plug-in panels connect laptops, MP3 players, cameras and game consoles to a 32” flat screen HDTV
  • Business amenities include work desk, speakerphone, voicemail and wired/wireless high speed internet
  • Newly renovated concierge lounge on the 16th floor
  • 17 Luxurious, well-appointed suites offer superb accommodations


Marriott Eastside is just a few blocks from top attractions, dining and art.

  • Brooklyn Historical Museum
  • Guggenheim Museum
  • Metropolitan Museum of Art
  • MoMA – Museum of Modern Art
  • Central Park
  • Empire State Building
  • The Nature Conservancy
  • South Street Seaport
  • Bowery Ballroom
  • Rockefeller Center
  • Times Square/Theater District
  • United Nations
  • Jacob Javits Center
  • Madison Avenue Shopping
  • Fifth Avenue shopping
  • Museum of Arts and Design
  • Grand Central Station

Activities Nearby:

  • Biking
  • Bowling
  • Horseback Riding
  • Jet-Skiing
  • Jogging/fitness trail
  • Allure Day Spa & Hair Design
  • La Vie Zen Spa
  • American Girl Place
  • Children’s Museum of Manhattan

Dining Nearby:

  • Avra Estiatorio – Enjoy Greek, Mediterranean and seafood entrees in Midtown Manhattan
  • Smith & Wollensky – Classic steakhouse in East Side New York features fresh seafood, steaks & chops
  • Caffe Linda – Italian restaurant located in New York’s East Side serving salads, pasta, steaks & seafood
  • Dos Caminos – Serves great tasting Mexican food in a casual but fun atmosphere
  • Sparks Steak House – Steakhouse
  • Uncle Jacks Steakhouse – Features the finest USDA Prime Beef
  • Del Frisco’s – Serves only the best hand-cut steaks, chops and freshest seafood

Please arrive at the meeting room of The Marriott East Side between 8:00 and 8:30 a.m. on Thursday, November 29, 2018, to sign in and receive course materials. Lectures will be held from 8:30 a.m. to 5 p.m. on Thursday 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 TypeSingleCouple
Early Bird$850$960
At The Door$950$1060
  • Early Bird pricing is valid only until 60 days prior to the event. To receive Early Bird pricing, use the promotion code EarlyBird50 at checkout.
  • 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.

Approved PACE Program Provider by the Academy of General Dentistry
Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2018 to September 30, 2020
Provider ID #209852
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