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PRACTICE TRANSITION SEMINAR IN NAPLES

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.

If you have any questions that are not addressed here, please call 216-765-1199 for more information.

WHEN

November 6-7, 2021

COST

EARLY BIRD SPECIAL
IF RESERVED BY SEP. 5TH
Doctor Only: $945
Doctor & Spouse: $1055

Promo Code: earlybird50

IF RESERVED AFTER EARLY BIRD SPECIAL
Doctor Only: $995
Doctor & Spouse: $1105

LOCATION

Naples, Florida

CE CREDITS

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

Doctor Only or

Doctor & Spouse

If you have any questions, please call 216-765-1199 for more information.

DETAILED DESCRIPTION ABOUT THE SPEAKERS RESORT INFORMATION SEMINAR SCHEDULE REGISTRATION INFORMATION

DETAILED DESCRIPTION

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.

TAKEAWAYS
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.

ABOUT THE SPEAKERS

Brandon S Collier

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 writes the popular Collier & Associates Advantage 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.

RESORT INFORMATION

Naples Grande Beach Resort
One of the top resorts in Naples, FL.

After highly successful meetings in November 2004, 2006, 2011, and 2015, we are returning to delightful Naples, Florida. The seminars are planned for early November when the weather is superb, and the rates are reasonable, starting at $279 for double occupancy, which includes breakfast for two, daily. This is a great chance to relax and get a nice tan before the holiday season begins.

Room reservations must be made by October 12, 2020

SEMINAR SCHEDULE

Please arrive at the meeting room at The Naples Grande between 1:15 and 1:30 p.m. on Saturday, November 6, 2021, to sign in and receive course materials. Lectures will be held Saturday afternoon from 1:30 until 5:00 p.m. and from 8:30 a.m. until noon on Sunday, November 7, 2021. There will be 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 INFORMATION

SEE ABOVE FOR PRICING INFORMATION

Early Bird pricing is valid only till 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 and their spouses, and key office staff members, except by special permission.

CANCELLATION:
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.

C&A has partnered with Travel Guard and CSA Travel Protection (Generali) so that our Attendees can feel secure while traveling. Select your choice of coverage below by clicking one of the graphic links to obtain coverage information and build your quote.

Please note that Collier & Associates, Inc and staff are NOT licensed agents and cannot answer any policy questions. Our firm is only authorized to sell Travel Guard (AIG) products. Travel guard agents should address all policy questions. Thank you!

Please note that Collier & Associates, Inc., and staff are limited in answering any policy questions. Our firm is an authorized partner with CSA Travel Protection (Generali) and able to offer their travel insurance products. We can(limitedly) address questions online vs. the phone due to coordinating questions with our CSA travel partners. Thank you!

Ask a Question About CSA's Travel Protection

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, 2020 - September 30, 2024
Provider ID #209852