Practice Transitions Seminar – Austin, Texas - Collier and Associates Co. LPA
Practice Transitions Seminar – Austin, Texas

Practice Transitions Seminar – Austin, Texas

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

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.

OUR GREAT GROUP RATE AT THE DRISKILL IS $285, RUN OF HOUSE KING OR QUEEN (PLUS TAXES/FEES) for Friday and Saturday night; $614 (plus taxes & fees) for thursday night which equals $395 per night if you elect to stay all three nights (Unless exhausted earlier)




Built in 1886 as the showplace of a cattle baron, The Driskill remains a landmark of legendary Texas hospitality. Located on Sixth Street in the heart of downtown Austin, the luxurious, historic hotel is convenient to all that the city has to offer, including the Texas State Capital, convention center, opera, symphony, fine dining, shopping and Austin’s 6th Street music scene.

Restored to its original opulence, The Driskill sets the standards for elegance in Austin, Texas. From the magnificent columned lobby with its marble floors and stained-glass dome to the classic, newly revitalized décor of the 189 guestrooms and suites, The Driskill ensures that every stay is a memorable one.



Austin is a 24-hour town populated by an upstart mix of musicians, tech experts, film productions, athletes and certainly foodies and beer lovers.  With more than 250 music venues and incredible music events throughout the year, Austin is itself considered a stage.

Find music any night of the week, in any of the neighborhoods.  In bustling downtown, amble in and out of booming nightclubs or intimate venues, all within walking distance of the hotel.  Listen to live blues at Antone’s, jazz in the underground Elephant Room or local headliners in the outdoor Cedar Street Courtyard and don’t miss the world-famous Austin City Limits (ACL) Live at The Moody Theater.  In the Red River Culture District, seek out indie bands and emerging artists at the creative Mohawk and the warehouse-style Empire Control Room & Garage.

Listen to all kinds of music genres at East Riverside’s Emo’s or East Sixth Street’s Hotel Vegas.  Enjoy the free weekday happy hour shows at The Saxon Pub on South Lamar.

If you’re a foodie Austin is the place to be.  Austin is routinely listed as one of the great food cities of the U.S.  The amazing craft beer scene, dancing the night away on Fourth Street, the huge array of can’t miss food trucks, and the great combo of listening to live music served up with mouthwatering food at the White Horse, Broken Spoke, Oak Garden and Stuff’s Bar-B-Q make for fun memories.  Also, there is a hep coffee house scene.

For restaurant raves, enjoy James Beard award winning Odd Duck, highly touted Ked Ash Italia, Boiler Nine Bar & Grill.  There are so many great restaurants, go online to view what you like.

Austin offers something special to visitors – no matter what their interest.  The contemporary Austin museum, upscale shopping in Northside, Ladybird Johnson Wildflower Center, Long Center for the Performing Arts and a multitude of nearby outdoor activities like biking and hiking will assure everyone a terrific long weekend.

Please arrive at the meeting room of The Driskill between 8:00 and 8:30 a.m. on Friday, April 12, 2019, to sign in and receive course materials. Lectures will be held from 8:30 a.m. to 5 p.m. on Friday 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 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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