Obstacles to Overcome: Path to a Successful Practice Transition

Path to a Successful Practice Transition

A successful practice transition brings great benefits for both parties. It begins with strategic planning, and the expert help from trusted advisors that can help you navigate through all the steps needed to prepare the practice for sale and bring into market. If you are 10, 5, 3 years, or if you are ready to sell you practice now, come and join us for an evening dinner event and hear from an expert team of trusted advisors that can help you successfully transition your practice. During this course we will discuss the following topics:

  • Investing in Practice Growth and preparing for a potential sale – Presented by Wells Fargo Practice Finance: Rhuan Rogerio
  • The Sale Process and setting the right expectations  – Presented by DDSMatch – Sean Sullivan
  • Tax Strategies in preparation of the sale (Seller’s view and Buyer’s view) – Presented by Lyons Accountancy Group – Scott Lyons
  • Preparing all Legal Documentation and post-sale expectations – Presented by Odgers Law Group – Matthew Odgers

Seating is limited. Please RSVP at your earliest convenience to guarantee your spot.

To RSVP, please contact:

Monique PayanMonique.e.payan@wellsfargo.com | Cell (760) 484-6766

Rhuan Rogerio | Rhuan.rogerio@wellsfargo.com | Cell (858)357-7416

Event Details

5:30 pm - 9:30 pm

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