PRACTICE TRANSITIONS SEMINAR IN SAN DIEGO
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.
November 5-6, 2022
EARLY BIRD SPECIAL
IF RESERVED BY SEP. 6, 2022
Doctor Only: $970
Doctor & Spouse: $1080
Promo Code: earlybird50
AFTER EARLY BIRD PRICING
Doctor Only: $1020
Doctor & Spouse: $1130
San Diego, CA
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
Call our office to register. Online registration coming soon!
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.
Upon completing this course, the attendee will be able to:
- Take the appropriate steps to prepare to sell or buy their practice.
- Exercise common practice valuation methods.
- Know how to apply for financing and have an understanding of financing strategies.
- Apply basic contract negotiation strategies.
- Communicate effectively with their consultant or attorney to ascertain their preferred legal and tax structure for their practice transition.
- Better understand the tax implications and benefits that are associated with buying (into) or selling a practice.
- Understand what happens to a corporation at retirement.
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
Collier and Associates, Inc. is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Collier and Associates, Inc. designates this activity for 8 continuing education credits.
SEMINAR ATTENDEE BONUSES
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Bigger Bonus for doctors who have attended 3 seminars in the last 5 years and bring a new dentist or veterinarian colleague, your registration is a gift from us—up to a $1500 value!
NOTE: Discounted offers do not stack. Only one bonus or discount can be applied per transactional order. Thank you!
CE Planning Committee
Members of the CE planning committee have no relevant financial relationships to disclose.
We understand that emergencies arise. If you can't make it to a seminar, please inform us 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 in writing of the cancellation at least 30 days prior to the scheduled event date. No refunds are possible after this timeframe. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only.
As a courtesy, C&A would very much appreciate your informing us as soon as possible of any cancellations intended so that we can alert those who are on waiting lists, which allows them time to schedule their flights. Thank you for your cooperation!
Have a friend or colleague who you think will enjoy this seminar?
Invite them to join us!
Talk to Collier & Associates Today