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Join us for an educational webinar on selling your veterinary practice. Our expert panel, including Practice Transition Consultant and an Attorney – they will cover the complexities of selling a veterinary practice and legal issues that may arise.

Some topics we will cover:

• Current market trends in veterinary transitions
• Taxes, allocation and how to minimize your cost
• Selling to a corporate or individual
• The sequence of veterinary practice transitions for buyers and sellers
• How to maximize the value of your veterinary practice
• The importance of purchase price allocation in the practice sale for both the buyer and seller
• Legal issues in practice transitions for both buyers and sellers
• Is it a good idea to sell to your associate?
• Real estate issues in a practice transition
• And much more!

Upon completing this webinar, you will understand the complexities of selling your veterinary practice, how to secure the highest and best offer, and how we can assist you.

Complimentary parking is provided.

Join us for an educational seminar on selling your veterinary practice. Our expert panel, including Practice Transition Consultant, an Attorney and a Banking Specialist, will cover the complexities of selling a veterinary practice, legal issues that may arise.

Some topics we will cover:

• Current market trends in veterinary transitions
• Taxes, allocation and how to minimize your cost
• Selling to a corporate or individual
• The sequence of veterinary practice transitions for buyers and sellers
• How to maximize the value of your veterinary practice
• The importance of purchase price allocation in the practice sale for both the buyer and seller
• Legal issues in practice transitions for both buyers and sellers
• Is it a good idea to sell to your associate?
• Real estate issues in a practice transition
• And much more!

Upon completing this seminar, you will understand the complexities of selling your veterinary practice, how to secure the highest and best offer, and how we can assist you.

Space is limited, so reserve your seat today! Continental breakfast, complimentary parking and an educational workbook included. Spouses are encouraged to attend.

Schedule

9am -12noon

Kim Ford, Practice Transition Consultant, OMNI Practice Group – Kim Ford, a licensed real estate agent with a background in accounting is focused on facilitating veterinarians in getting the greatest value and best experience when transitioning their practices. Kim worked for several years as the controller for the successful solar development company, Pod Generating Group. She also worked as the controller at a start-up micro-grid development company. In addition, Kim provides accounting services to a variety of private clients. Kim is well versed in multiple accounting functions and is knowledgeable of the enormous effort veterinarians put into building their practices. Kim was born and raised in California. She graduated from the University of California, Santa Barbara. She worked for an equine vet practice while attending school in Santa Barbara. Kim currently resides with her family in southern California. She is an avid equestrian and in her free time enjoys riding and competing with her mare.

Mariza Martinez, Vice President, Veterinary Lending, Bank of America – As the Business Development Officer for California and Hawaii; Mariza Martinez specializes in providing practice financing for Veterinarians seeking to start a hospital, consolidate business debt, and purchase an existing practice, remodel, or relocate. In her role, she provides financing for first-time practice owners as well as established doctors with years of ownership experience. Over the past 13 years, Mariza has assisted over 700 Veterinarians with financing needs and practice ownership and is consistently in the top 5% of top performers in the country. In her free time, she enjoys running with her husband and taking her 2 goldendoodles for long walks. Mariza has completed a handful of half and full marathons.

Complimentary parking is provided.

Join us for an educational seminar on selling your veterinary practice. Our expert panel, including Practice Transition Consultant, an Attorney and a Banking Specialist, will cover the complexities of selling a veterinary practice, legal issues that may arise.

Some topics we will cover:

• Current market trends in veterinary transitions
• Taxes, allocation and how to minimize your cost
• Selling to a corporate or individual
• The sequence of veterinary practice transitions for buyers and sellers
• How to maximize the value of your veterinary practice
• The importance of purchase price allocation in the practice sale for both the buyer and seller
• Legal issues in practice transitions for both buyers and sellers
• Is it a good idea to sell to your associate?
• Real estate issues in a practice transition
• And much more!

Upon completing this seminar, you will understand the complexities of selling your veterinary practice, how to secure the highest and best offer, and how we can assist you.

Space is limited, so reserve your seat today! Continental breakfast, complimentary parking and an educational workbook included. Spouses are encouraged to attend.

Schedule

9am -12noon

Kim Ford, Practice Transition Consultant, OMNI Practice Group – Kim Ford, a licensed real estate agent with a background in accounting is focused on facilitating veterinarians in getting the greatest value and best experience when transitioning their practices. Kim worked for several years as the controller for the successful solar development company, Pod Generating Group. She also worked as the controller at a start-up micro-grid development company. In addition, Kim provides accounting services to a variety of private clients. Kim is well versed in multiple accounting functions and is knowledgeable of the enormous effort veterinarians put into building their practices. Kim was born and raised in California. She graduated from the University of California, Santa Barbara. She worked for an equine vet practice while attending school in Santa Barbara. Kim currently resides with her family in southern California. She is an avid equestrian and in her free time enjoys riding and competing with her mare.

Mariza Martinez, Vice President, Veterinary Lending, Bank of America – As the Business Development Officer for California and Hawaii; Mariza Martinez specializes in providing practice financing for Veterinarians seeking to start a hospital, consolidate business debt, and purchase an existing practice, remodel, or relocate. In her role, she provides financing for first-time practice owners as well as established doctors with years of ownership experience. Over the past 13 years, Mariza has assisted over 700 Veterinarians with financing needs and practice ownership and is consistently in the top 5% of top performers in the country. In her free time, she enjoys running with her husband and taking her 2 goldendoodles for long walks. Mariza has completed a handful of half and full marathons.

Complimentary parking is provided.

Join us for an educational seminar on selling your veterinary practice. Our expert panel, including Practice Transition Consultants and a Banking Specialist, will cover the complexities of selling a veterinary practice, legal issues that may arise.

Some topics we will cover:

• Current market trends in veterinary transitions
• Taxes, allocation and how to minimize your cost
• Selling to a corporate or individual
• The sequence of veterinary practice transitions for buyers and sellers
• How to maximize the value of your veterinary practice
• The importance of purchase price allocation in the practice sale for both the buyer and seller
• Legal issues in practice transitions for both buyers and sellers
• Is it a good idea to sell to your associate?
• Real estate issues in a practice transition
• And much more!

Upon completing this seminar, you will understand the complexities of selling your veterinary practice, how to secure the highest and best offer, and how we can assist you.

Thanks to a generous sponsor, this seminar is now free to attend — but space is limited, so reserve your seat today! Brunch, complimentary parking and an educational workbook included. Spouses are encouraged to attend.

Speakers:

Rohit Malhotra, DVM, CMA, Practice Transition Consultant, Omni Practice Group – Dr. Rohit Malhotra has over 20 years of leadership experience in many industries including investment banking, national human and veterinary healthcare operations, and mixed animal clinical practice. Dr. Malhotra also has a strong understanding of the veterinary industry and practice ownership having built several clinical practices, worked in a variety of hospital settings (Corporate, Private, Nonprofit, ER/Specialty, General Practice, Ambulatory, etc.)

Using his knowledge, skillset, and network, he enjoys helping current veterinary owners improve the value of their practice and transition successfully to accomplish their life goals. Moreover, Dr. Malhotra also enjoys representing the next generation of veterinary owners and buyers who are interested in practice ownership and need mentorship to move forward.

Dr. Malhotra received a B.S. in Management (Track-Finance) and B.A. in Biology from Boston College. He then completed a DVM and MBA dual-degree program at Colorado State University.  He is certified in Exit Planning Advisory and Valuations.

Rod Johnston, MBA, CMA, Owner and Principal Broker, Omni Practice Group – Rod’s background in accounting, finance, sales, and real estate makes him one of the most well-rounded practice transition consultants in America. Rod has an MBA from Seattle University and is a Certified Management Accountant. He is also an Accredited Business Appraiser by the Institute of Business Appraisers. Rod’s experience and background includes stints as a financial planner, as Assistant Treasurer and Director of Accounting for AT&T Wireless, and as a Commercial Broker for Keller-Williams and Omni Healthcare Real Estate.

Andrew Ransdell, Healthcare Practice Finance Specialist , TD Bank – Andrew brings 27+ years of lending expertise with TD Bank and is a recognized leader in veterinary specialty financing. A top lender nationwide, he works with veterinary professionals on acquisitions, buy-ins, buy-outs, expansions, relocations, new construction, and equipment financing. TD Bank also shares their knowledge widely, teaching at state veterinary colleges and professional associations across the country.

Join us for an educational course on purchasing your first veterinary practice. Our expert panel, including Practice Transition Consultants, a Banking Specialist, and an Attorney, will cover the complexities of buying a veterinary practice, legal issues that may arise, and how to secure financing.

Some topics we will cover:

• Steps to purchasing a practice
• Value vs. price
• The importance of purchase price allocation
• 4 keys of lending for practice acquisitions
• Legal issues for veterinary purchases
• Real estate issues
• And much more!

Upon completion of this seminar, you will understand the complexities of purchasing your veterinary practice and how we can help. The seminar fee is $49 through September 1st. After September 1st, the price returns to $199. Reserve your spot today!  Refreshments and snacks will be served. Spouses are encouraged to attend at NO COST. 

Don’t miss this opportunity to learn from experts as you begin the process of buying your practice. Spouses are encouraged to attend this course for FREE.

SPEAKERS

  Rod Johnston, MBA, CMA, Owner and Principal Broker, Omni Practice Group 

  Kim Ford, Practice Transition Specialist, Omni Practice Group

 Cecelia Chen, Attorney, Law Offices of Cecelia Chen

  Matt Christie, Regional Director of Practice Finance at Provide, powered by Fifth Third Bank

Join us for an educational course on purchasing your first veterinary practice. Our expert panel, including Practice Transition Consultants, a Banking Specialist, and an Attorney, will cover the complexities of buying a veterinary practice, legal issues that may arise, and how to secure financing.

Some topics we will cover:

• Steps to purchasing a practice
• Value vs. price
• The importance of purchase price allocation
• 4 keys of lending for practice acquisitions
• Legal issues for veterinary purchases
• Real estate issues
• And much more!

Upon completion of this seminar, you will understand the complexities of purchasing your veterinary practice and how we can help. The seminar fee is $49 through September 1st. After September 1st, the price returns to $199. Reserve your spot today!  Refreshments and snacks will be served. Spouses are encouraged to attend at NO COST. 

Don’t miss this opportunity to learn from experts as you begin the process of buying your practice. Spouses are encouraged to attend this course for FREE.

SPEAKERS

  Rod Johnston, MBA, CMA, Owner and Principal Broker, Omni Practice Group 

  Kim Ford, Practice Transition Specialist, Omni Practice Group

 Cecelia Chen, Attorney, Law Offices of Cecelia Chen

  Matt Christie, Regional Director of Practice Finance at Provide, powered by Fifth Third Bank