Think, Plan, Transition: Preparing Your Dental Practice For Sale (In-Person)
About This Event
Planning for retirement is a crucial step to securing your future and being well prepared for what comes next. This updated program delivers valuable insights into the entire sales process from three seasoned professionals. Topics include how to prepare for the selling process; the basic steps of the selling process; DSO transaction trends; insights into maximizing your practice value; understanding the tax implications of selling; protecting your assets; and strategies to maximize cash flow for retirement. Speakers: Mark Epstein (Epstein Practice Brokerage, LLC), David J. Goodman, CPA, MST (PKF O’Connor Davies), and Mitchell Brill, JD, MSFS, CFP, CAP (Altium Wealth Management).
Learning Objectives
- Understand how to prepare for the selling process
- Learn the basic steps of the selling process
- Recognize DSO transaction trends
- Identify strategies to maximize practice value
- Understand tax implications of selling
- Learn asset protection strategies
- Plan to optimize cash flow in retirement
Additional Event Information
Target Audience
Dentists, dental practice owners
Event Format
In-person