This Course will take attendes through the transition process, from preparing your practice for sale, to the sale itself, with a discussion on tools to save taxes, how to avoid common legal pitfalls, how to handle accounts recievables balance, as well as the best way to complete a transition successfully with staff and patients. As attorney's and broker's, we share a wealth of experience and knowledge gaines through real-world practice transitions. 

Learn About:

1. Steps to prepare your practice for sale

2. practice valuations and the key factors involved 

3. How to avoid legal pitfalls and liability

4. Minimizing taxes on the sale

5. Strategies for smooth transition with staff and patients 

- Discuss the steps needed to get your practice ready to transition

- Understand the delayed sales and deferred sales and partnership sales

- Describe practice valuations

- Identify legal pitfalls, risks and areas to worry about

- Evaluate strategies for a smooth transition with staff and patients

This course will review the steps involved in transitioning a solo practice, partnership interest, or merger. The instructors will discuss the latest market trends, how to value a practice, tax savings strategies, and what buyers look for. Attendees will learn the steps from appraisal through the sale and the process of a practice sale and purchase including legal pitfalls. 

Learning Objectives:
• Review different practice transition options
• Discuss how to value a practice and what a buyer looks at
• Learn what is involved in the transition process
• Discover the strategies for saving taxes upon your sale
• Understand how to avoid legal issues surrounding a purchase and sale
The Almonte Fallago Group, Ltd., grant has been applied to this course.

 2 CE Hours

Recommended Audience: Dentist

NO CHARGE Registration Required.

This seminar is designed for the dentist contemplating a practice transition in the next five years. It is important for (1) a dentist thinking about retirement and selling his practice or (2) the busy dentist looking to take on a partner or (3) the senior dentist thinking about retiring and withdrawing from a group practice or (4) the young dentist hoping to buy a practice or become a partner.

Earn 6 AGD CE Credits

*For more information and registering Please contact us by telephone at (866) 211-9602 or email jean@almontefallagogroup.com

Here’s what prior attendees said about this course:
“Outstanding information. Extremely well presented.”
J. David Laughlin, DDS | Woodstock, VT

“The seminar provided a model arrangement for a partnership that is fair to both dentists.”
Ralph S. Guercio, DDS | Merimack, NH

“This seminar was packed with information on all aspects of practice transitions. It was an enjoyable day.”
Kelly A. Chase, DMD | Ludlow, MA

This seminar is designed for the dentist contemplating a practice transition in the next five years. It is important for (1) a dentist thinking about retirement and selling his practice or (2) the busy dentist looking to take on a partner or (3) the senior dentist thinking about retiring and withdrawing from a group practice or (4) the young dentist hoping to buy a practice or become a partner.

Earn 6 AGD CE Credits

*For more information and registering Please contact us by telephone at (866) 211-9602 or email jean@almontefallagogroup.com

Here’s what prior attendees said about this course:
“Outstanding information. Extremely well presented.”
J. David Laughlin, DDS | Woodstock, VT

“The seminar provided a model arrangement for a partnership that is fair to both dentists.”
Ralph S. Guercio, DDS | Merimack, NH

“This seminar was packed with information on all aspects of practice transitions. It was an enjoyable day.”
Kelly A. Chase, DMD | Ludlow, MA

Anyone who is contemplating retiring within the next five years will need to know their transition options, proper timing, tax implications, and much more. Come learn about the process and come prepared with your questions. 

Learning Objecives

:Understand all practice transition options.

:Understand the various stages in the process.

:Understand appraisals, Current market conditions, and tax implications of your sale.

> Learn how to prepare for practice ownership

> Acquire and review a practice case study 

> Identify the steps to starting a practice 

> Develop a vision and business plan 

> Discuss how to build your professional team

> Understand how to finance your practice 

$90 - 3 CE Hours!

> Review Practice Transtion Optons

> Discuss appraisals and sales trends

> Understand how to minimize taxes

>Learn how to prepare your practice for sale

>Discover what is appealing to buyers

You are invited to attend a complementary discussion on creating wealth for dentists. The series will focus on:

-Tax and legal matters related to practice transitions

-Retirement plan design and why it is important

-Tax efficient investment strategies 

-Protecting your asset and the value of finacial planning. 

location: Granite links country club

100 Quarry Hills Drive, Quincy MA 02169

Time: 10:00am- 12:00pm

You are invited to attend a complementary discussion on creating wealth for dentists. The series will focus on:

- Tax and legal matters related to practice transitions

- Retirment plan design and why it is important 

- Tax efficient investment strategies 

- Protecting you asset and the value of financial planning 

Location is The Granite Grille

703 Granite Street, Braintree, MA 02184

Time: 6:30pm-8:30pm

This course will provide an overview of key knowledge needed for a seller of a practice, or partnership interest, and the buyer, in connection with the sale and purchase of a dental practice. This course will take you from appraisals and marketing, to lender financing and legal agreements through the closing date, in order to provide you with an understanding of what is involved.

Learning Objectives: 
›› Discuss appraisals, trends, and taxes 
›› Learn about lender criteria for a buyer and your practice 
›› Find out what buyers are looking for in a practice 
›› Discover the role of a broker 
›› Determine what legal pitfalls a buyer and a seller should avoid

8:30-11:30 am

Whether you're planning to buy or sell a dental practice, this interactive course is designed to help you prepare for a successful transition by developing as road map that includes: identifying the necessary resources to assist with a practice purchase or sale, finding a practice to purchase, selecting the appropriate ownership structure, examining your financing option, instituting strategies to increase practice value, and using transition strategies for exiting a practice. 

Learning Objectives:

• Identify the necessary resources to assist with a practice purchase or sale
• Select the appropriate ownership structure
• Examine your financing options
• Strategize to increase practice value
• Learn transition strategies for exiting a practice

This course will review the steps involved in transitioning  a solo-practice, partnership interests, or merger. Attendees will learn the steps from appraisal through the sale, including the latest tax options.

Learning Objectives:

• Review practice transition options
• Discuss appraisal and sales trends
• Understand how to minimize taxes
• Learn how to prepare your practice for a sale

Learn the minimum safeguards that need to be in place  in order to protect your dental practice from liability resulting from both non malpractice issues and malpractice issues; this seminar offers a comprehensive discussion of  insurance and legal matters that must be addressed; from ‘inside’ and ‘outside’ protection of your practice real estate;  to  protecting the practice in the event of an interim disability or sudden death; what is the best type of entity to run your practice both from ease of operation, liability and tax perspective, and reducing risks for  post retirement liability; all with the goal of protecting the value of your practice.

Goals

1. Understand the different type of entity in which to operate your practice from an operational, tax, and liability perspective

2. Find out the inherent risks of malpractice and the proper ways to document your records and handle patient disputes in order to avoid lawsuits

3. Understand the best way to not only protect your practice in the event of  a sudden but temporary disability or death, but also the best way to plan for it

4. Learn the most effective way to hold the practice real estate for maximum protection as well as providing for tax planning opportunities in connection therewith

5. Learn the minimum legal safeguards that must be in place in every practice to avoid problems

6. Learn about the pitfalls which could create post sale/retirement liability for you  and how to minimize the risk

Listen to advice about different transition plans that succeed, whether your transition plans are immediate, five years away, or longer. Discussion will include practice value, financing, timing, partnership buy-in and buy-outs, and minimizing taxes. Learning Objectives: » Learn how to successfully sell or buy a dental practice » Prepare your practice for sale in a changing marketplace » Discuss how to mininize tax consequences 2 CEUs

A unique opportunity for both the new and seasoned dental professional to learn as the expert panel explores the strategies for selling  your practice, inluding timing, and tax issues, as well as the steps in preparing for a transition.

This course will instruct you on the different transition options and strategies that work, and positioning your practice so as to maximze the benefit to you whether your transition plans are immediate, short term or long term. Topics covered include: How to maintain optimum practice value, financing options, controlling your own practice, when is the right time for you to transition, how to encourage a successful associate, partnerhsip buy-in/buy-out strategies, compensation and profit sharing formulas, keeping most of the dollars ou receive. Education, informative, and fun. Audience participation is invited.

Whether you’re planning to buy or sell a dental practice, this interactive course is designed to help you prepare for a successful transition by developing a road map that includes: identifying the necessary resources to assist with a practice purchase or sale, finding a practice to purchase, selecting the appropriate ownership structure, examining your financing options, instituting strategies to increase practice value, and using transition strategies for exiting a practice.

Learning Objectives: 

• Identify the necessary resources to assist with a practice purchase or sale
• Find a practice to purchase
• Select the appropriate ownership structure
• Examine your financing options 
• Strategize to increase practice value
• Learn transition strategies for exiting a practice

Learn the details of properly drafted legal documents, including buyout and disability safeguards, tax pitfalls, and valuation formulas.

173 Water St., Plymouth, MA

This Presentation Will Focus On:

• Transitioning a solo practice
• Transitioning a Partnership Interest
• Tax Saving Strategies
• Retirement Plan Design and Tax Efficient Investing
• Bank Lending in this Economy

COST $35.00 includes:
ADMISSION, DINNER
AND AGD CONTINUING EDUCATION CREDITS (2)

Seating is limited
Please call (401) 349-3133 or send email to info@almontefallagogroup.com to reserve your place.

698 Bay Street, Taunton, MA

This Presentation Will Focus On:

• Transitioning a solo practice
• Transitioning a Partnership Interest
• Tax Saving Strategies
• Retirement Plan Design and Tax Efficient Investing
• Bank Lending in this Economy

COST $35.00 includes:
ADMISSION, DINNER
AND AGD CONTINUING EDUCATION CREDITS (2)

Seating is limited
Please call (401) 349-3133 or send email to info@almontefallagogroup.com to reserve your place.

Seminars - The Almonte Fallago Group
132B Pleasant View Avenue
Smithfield, RI 02917

Make check payable to The Almonte Fallago Group.