Practice Transitions Seminar – Chicago, Illinois - Collier and Associates Co. LPA
Practice Transitions Seminar – Key Largo

Practice Transitions Seminar – Key Largo

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.

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.

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. 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.   We had two very successful seminars here in 2012 and everyone loved the property.  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. 

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 and have been completely renovated.  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. 

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.

  • The Hammock Course – A challenging 6,200 yards par-71 Ocean Golf Course. Partially situated in a mangrove and tropical hardwood hammock, it contains many rare and endangered species of plants for players to observe and enjoy. This ocean golf course is considered the more scenic of the Club’s courses and is a true test of target golf.   
  • The Dolphin Course – The Epitome of Island Golf in the Keys. This 6,500 yard par-71 course features fairways that wind past tamarinds, coconut palms and mahogany trees, as well as other exotic landscaping.  Glittering water hazards delight the eye and call for accuracy.  This island golf course allows much more margin for error off the tee, with quite generous fairways.

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. 




  • Tennis: Nine Har-Tru courts are available with six lighted for evening play.
  • The Nature Center: An inspiring experience that will help you understand the rich and diverse environment of Ocean Reef Club.
  • Rec Room: A one-stop recreation destination that features Xbox One on a 7-foot, high definition screen, three Playstation 4 gaming consoles, Nintendo Wiis, and more games than you can imagine.


  • The Ocean Room – Indulge in a delicious variety of fresh-baked pastries and a healthy start menu.
  • The Ocean Room Grille – A twist to classic American fare, this restaurant will have something for everyone.
  • The Islander & Pelican Bar – (Dinner) Fresh and flavorful Florida Keys seafood, appetizers and main courses.
  • Palm Court - Enjoy a cold beer or exotic tropical drink while listening to soft island music. The Palm Court offers grilled sandwiches and a variety of salads.
  • The Reef Lounge – This lounge has a long tradition as a favorite gathering spot. Take in the great views of Buccaneer Island while enjoying a cocktail.
  • Gianni Ristorante*High above the Marina with scenic views, porch seating, a cocktail lounge, and authentic Italian fare. *Reservations required.
  • Raw BarFresh varieties of seafood and fish, grilled sandwiches, burgers and salads.
  • ORC Food Truck - From the ever-famous Lobster Roll to a hot dog better than at the ball park.
  • 19th Hole – (Lunch, Dinner, Sunday Brunch) The 19th Hole offers a lakeside view of the 9th hole of the Dolphin Course. 
  • Fitness Café - Perfect stop for a refreshing treat, low-calorie carb infusion, breakfast options or a natural fruit smoothie.
  • Beach Grille - Enjoy a freshly grilled lunch without leaving the beach. The Beach Grill offers a menu full of appetizing favorites at the heart of Reef recreation - Buccaneer Island.
  • Reef Treats - Reef Treats offers over a dozen of your favorite ice cream flavors, along with sweet treats, coffee, and Wi-Fi. 
  • The Burgee Bar – Serves an extensive selection of beers, wines and refreshing tropical cocktails.

A visit to the Nature Center is an inspiring experience that will help you understand the rich and diverse environment of Ocean Reef Club.  Hours of education, wonder and fun await all ages!   

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. 

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.

Fishing Village Shops:

  • Orvis
  • Marine Max Ship’s Store
  • Dockside Mart
  • F. Orchids
  • McLaughlin
  • Vineyard Vines
  • Lilly Pulitzer
  • Leggiadro
  • YK Dressmaker
  • Wynn’s at Ocean Reef
  • Reef Gallery
  • Cristal Clear Charters
  • Tommy Bahama
  • ViVi G. Shoes
  • PakMail

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.

Ocean Reef Club is located at the northern tip of Key Largo, approx. 50 miles southeast of Miami Airport.

We have secured a terrific group rate of $362 for a Premium Inn room, double occupancy. You save money when you take advantage of our heavily discounted group rates compared to the rates provided elsewhere.

The rooms will be held as a block, until October 7, 2019, unless exhausted earlier, at which time they will be released to the general public.

Includes breakfast daily and Club Fee

Club Fee includes: high speed and wireless internet connectivity, daily access to the Business Center and Marina Fitness Center, self and/or valet parking, 24-hour on demand shuttle transportation within Ocean Reef Club, daily newspaper upon request, in-room Nespresso coffee, bottled water service and tea upon request, Inn room nightly turndown service, beach service including lounge chair and umbrella and unlimited local and domestic long distance telephone calls.

Not included: Additional taxes (approx. 12.5%) and $15 per room daily service charge which includes gratuities to bellmen, housekeepers, pool attendants and van drivers for on-property transportation



  • 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 snorkeling trips and certification in SCUBA diving.
  • 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 sculpted, 1,200 ton coral rock stone garden carved single handedly by one man from 1923-1951. His unknown process has created one of the world’s most mysterious accomplishments.
  • 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.

Please arrive at the meeting room of The Ocean Reef Club between 1:30 and 2:00 p.m. on Saturday, November 9, 2019, to sign in and receive course materials. Lectures will be held from 2:00 p.m. to 5 p.m. on Saturday and continue from 8:30 a.m. until 12:30 p.m. on Sunday 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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