Practice Transitions Seminar – Cleveland, Ohio - Collier and Associates Co. LPA
Practice Transitions Seminar – Cleveland

Practice Transitions Seminar – Cleveland

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.

The Cleveland Marriott Downtown at Key Center is newly refurbished, and within walking distance of the Rock & Roll Hall of Fame and Cleveland nightlife, The Marriott looks beautiful!

We have secured a terrific group rate of $179. You save money when you take advantage of our heavily discounted group rates compared to the rates provided elsewhere.

Our group rate includes –

  • $20 credit towards breakfast at the Market Pantry or Fresh Bites

This rate does not include taxes and fees.

We can guarantee this rate only if you register before April 24, 2020, as rooms are often sold out before this date.


Come experience the Cleveland Renaissance! Primed from the RNC Convention, Cleveland has never looked better and continues the excitement. Browse through artsy neighborhoods anchored by some of America’s James Beard winners like Jonathan Sawyer and Michael Symon. Lunch in Little Italy and walk over to University Circle, the Cultural Center. Catch the verve on East 4th or West 6th – door to door restaurants and night spots. Cleveland, Ohio is a great destination for couples and families. Some of the activities in the area include:

  • The Rock & Roll Hall of Fame: Opened in April 1996, and a must see for music lovers.  This hip museum celebrates the careers of some of rock music’s biggest names and allows the public to learn about the history and influence of rock and roll from the people who made it.
  • The Cleveland Museum of Art: Considered by many to be one of the top five museums in the country and one of the world’s most distinguished comprehensive art museums. The extraordinary expansion, Provenance restaurant, and phenomenal quality of art, makes it a sensational attraction.
  • The Cleveland Orchestra: Judged as one of the world’s top orchesteras and by many at America’s number one symphony. The program for this weekend (May 18th and 20th) is: The world premiere of a new work by Daniel R. Lewis Young Composer Fellow Anthony Cheung and Ligeti’s Piano Concerto with pianist Pierre-Laurent Aimard, as well as two Haydn Symphonies, No. 39 and No. 96 (“The Miracle”).
  • New Natural History Museum
  • Great Lakes Science Center
  • Cleveland Historical Society
  • Cleveland Institute of Music: Free programs nearly every weekend.
  • Botanical Gardens

Please arrive at the meeting room of The Cleveland Marriott Downtown at Key Center between 8:00 and 8:30 a.m. on Saturday, May 16, 2020,to sign in and receive course materials. Lectures will be held from 8:30 a.m. to 5 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 TypeSingleCouple
    Early Bird$925$1035
    At The Door$1025$1135
    • 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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