Selling a Practice - Orange County Dental Society

Selling a Practice: Roadmap for Success

Saturday, March 1, 2025

8:30 AM – 2:00 PM

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

SpeakerS:

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

Schedule:

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 (Bogdan talk about his experience in selling)

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

when

Saturday, March 1, 2025

8:30 AM – 2:00 PM

Price

OCDS & HDS Members FREE

Where

Dave & Buster’s

20 City Blvd W

Orange, CA 92868

Contact information

OCDS Staff

srobers@ocds.org

CANCELLATION POLICY: Refund requests for meetings will only be honored up to 4:30 pm one week prior to the meeting. No refunds will be made for requests received subsequent to that time.

Consent to Use of Photographic Images
Registration, attendance and/or participation in OCDS’ courses/events constitutes an agreement by the registrant/sponsor to OCDS’ use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and audio of such events and activities.