Harbor Dental Society

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Selling a Practice: Roadmap for Success

Friday, Jan 3, 2025

This in-person seminar is a comprehensive roadmap of how to SELL a Dental practice and what the OPTIONS are for you.

What a seller needs to do to get their Dental practice ready for sale
Explain how Dental practices are valued
What are buyers looking for and what makes Dental practices more valuable
TAX and financial considerations
How to determine if you are financially ready to retire
Philosophy of investing to make sure you do not outlive your money
Sophisticated tax strategies to cut taxes on sale
Everything you wanted to know about selling to a DSO and should you sell to a DSO?
LEGAL aspects of selling a Dental practice
How banks evaluate whether they are going to make a loan to a buyer

Presenters:

Arthur S. Wiederman, CPA, Broker

Justin Patellaro, Wealth Advisor, Sequoia Financial Group

Justin Klingshirn, McLerran & Associates

Jason Wood, Dental Attorney

Stephen Curtis, Vice President, Bank of America Dental Practice Solutions

Location: Dave & Buster's

20 City Blvd. W. Orange, CA 92868

Date: Saturday, March 1, 2025

Time: 8:30 A.M.- 2:00 P.M

An educational member benefit for: HDS,OCDS, and SGVDS.

8:30-9:00: Registration and Breakfast

9:00-9:45: Art Wiederman: Things Sellers Need to Know from a Brokers and CPA’s Perspective

9:45-10:30: *Sequoia: Financial Planning issues for Dentists looking at Retirement

10:30-10:45: Break

10:45-11:45: Justin Klingshirn: Issues to Consider if You in Selling Your Practice to a DSO

11:45-12:00: Stephen Curtis: Financing Issues in Selling a Dental Practice

12:00-12:45: Lunch: Dr. Bogdan Madurowicz will discuss his experience in selling his practice

12:45-1:45: Jason Wood: Legal Issues in Selling a Dental Practice

1:45-2:00: Panel at front of Room for Questions and closing

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