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Join us for a Legal Issues and Trends in Veterinary Practice Sales webinar. Learn where the industry is heading in practice sales this year.

Free webinar – Space is limited! Reserve your spot today!

There will be plenty of time for Q&A during the webinar.

Selling your veterinary practices is not as simple as some believe. Legal issues can delay or even derail a practice sale. In this webinar, special guest, Tyler Jones, Attorney from Helsell Fetterman, will provide a high-level overview of the legal aspects you should know to prepare yourself. Steve Kikikis, Practice Transition Consultant from Omni Practice Group, will address how the aging population of practice owners factors in future practice sales, in 2025 and beyond.

This is a must-attend for anyone considering selling within the next 8 years. The most successful sales we encounter are the doctors who start this process early.

This webinar will be a high-level overview of selling your practice. It also serves as a precursor for the seminars Omni offers throughout the United States. Set yourself up for success and register today.

The insights shared in this webinar are just the beginning. We encourage you to attend our upcoming session, where our experts will offer in-depth strategies and practical advice to enhance your practice’s value, whether you are selling now or later.

Don’t miss this opportunity to equip yourself with the tools and knowledge for a successful practice transition. Join us for a 1-hour instructional webinar—free of charge. Space is limited, so register now! If you’re unable to attend live, registered participants can access the webinar on demand.

SPEAKERS

Tyler Jones, Partner, Helsell Fetterman- Tyler’s corporate practice consists of helping professionals such as physicians, dentists, veterinarians, optometrists, CPAs and attorneys with all of their business needs. He helps professionals form their own companies, structure partnerships and other joint ventures, and acquire existing practices.  In addition, Tyler also practices in the area of estate planning, with an emphasis on tax-saving strategies. In this area, Tyler has significant experience assisting individuals with tax-savings-oriented wills and living trusts, formation, and maintenance of irrevocable trusts, and coordinating individuals’ retirement plans with their overall estate plan. Once established, he assists with all legal matters that arise during a company’s tenure, including lease renewals, real estate acquisitions, space-sharing arrangements, issues with clients/patients, employment questions, partner buy-ins, multi-practice ownership, and partnership dissolution. When they are ready to retire, he helps his clients form and implement tax-efficient exit strategies, including sales of the businesses, deferred compensation structures, and other “buy-out” mechanisms.

Tyler’s tax practice focuses on representing individuals, non-profit organizations, and for-profit businesses in matters with the Internal Revenue Service, Washington State Department of Revenue, and the U.S. Department of Justice. These include tax audits, collection issues, installment agreements, offers in compromise, tax liens, penalty abatements, voluntary disclosure issues, and other IRS disciplinary actions.  He also advises taxpayers on complicated tax transactions and various income tax planning opportunities for closely held entities, family investment companies, real estate holdings companies, and healthcare groups.

Tyler earned his law degree from Seattle University School of Law, where he earned the school’s President’s Scholarship for all three years.  During law school, he focused on tax and business law, and was president of the law school’s moot court program, advancing to a national competition, as well as being elected to the National Order of Barristers. After graduating law school, Tyler received his Master of Laws in Taxation from the University of Washington School of Law.

In addition to his legal practice, Tyler is an adjunct professor with Golden Gate University’s Graduate Tax Program, where he teaches Federal Gift and Estate Tax and Estate Planning courses and has coached the University of Washington School of Law’s National Tax Moot Court Team.

Steve Kikikis, Practice Transition Consultant, Omni Practice Group – Steve originally joined Omni Healthcare Real Estate as a Commercial Real Estate Broker in 2006. Steve has worked with doctors every day who are looking to buy a building or lease a space for their new startup, relocate an existing one, or open an additional practice. This has given him a unique opportunity to understand and negotiate the terms that will best meet medical professionals’ goals – now and in the future. Steve has also represented landlords and building owners to help secure tenants and/or sell their properties with an emphasis on maximum market exposure.

In 2023, Steve’s area of expertise was expanded to include the role of Veterinary Practice Transition Consultant, responsible for veterinary practice transitions in the states of Washington, Oregon, and Idaho. He has a breadth of knowledge in the veterinary industry.  He listens to and understands what veterinarians value and how to best assist them with their goals. Whether buying or selling a veterinary practice or working with a doctor starting from scratch, his comprehensive knowledge of the real estate industry and how it relates to healthcare professionals makes him an invaluable asset. Steve has assisted hundreds of doctors with their healthcare real estate needs.

His background and experience allow him to provide our clients with the highest degree of service possible.

This webinar is a prelude to the seminars we offer throughout the United States. Designed to provide insight for veterinarians who are considering selling their practice, whether now or in a few years.  In this webinar, potential legal issues and current trends in veterinary practice sales will be covered to educate doctors.

TESTIMONIALS from previous attendees:

“Very informative. You will realize just how much you may not know about selling your practice and, therefore, how valuable the information is.”

“Excellent webinar with eye-opening examples. A must if you are considering selling your practice.”

“I enjoyed the opportunity to gather more information about the practice valuation and selling process.”

Join us for an educational course on purchasing your first veterinary practice. Our expert panel, including Practice Transition Specialists, 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 webinar you will understand the complexities of purchasing your veterinary practice, and how we can help.

SCHEDULE

11:55 AM Check-in begins

12:00 PM Webinar begins

1:30 PM Questions and wrap-up

 Don’t miss this opportunity to learn from experts as you begin the process of buying your practice.

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

  Ryan Foerstner, Regional Director of Practice Finance, Provide

Join us for a high-level overview of selling your veterinary practice. Our panel of experts includes a Practice Transition Consultant, an Attorney, and a Banker. They will cover the following topics to help you understand the complexities of selling your veterinary practice, and the steps you can start taking to maximize the purchase price when you are ready to sell.

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.

SCHEDULE

9:55 am – Check-in begins

10:00 am – Webinar begins

11:20 am – Questions and wrap-up by 11:30 am

SPEAKERS

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

   Kim Ford, Practice Transition Consultant, Omni Practice Group

  Cecilia Chen, Attorney, Law Offices of Cecilia Chen

Ryan Foerstner, Regional Director of Practice Finance, Provide

This event is for veterinarians interested in buying a veterinary practice within the next 5 years.

Enjoy listening to a conversation with the experts to plan your pathway to practice ownership.

Learn about the legal, financial, logistical, and emotional aspects of buying your full-time veterinary practice. Our team of experts will discuss the following topics:

When are you ready to buy a practice?
How will you buy a practice with a mountain of debt?
What practice owners know that associate veterinarians don’t.
New information that corporates don’t want you to know.
How are valuations calculated?
Why you should stop looking for the unicorn.
And much more!

Learn the skills and tools that smart veterinarians have used to let them retire early!

Hosted by Rohit Malhotra, DVM, MBA, CEPA, Practice Transition Specialist, Omni Practice Group.

Dr. Rohit Malhotra has over 20 years of leadership experience (Founder, Director, VP, and Chief of Medicine) in many industries including investment banking, national human and veterinary healthcare operations (ranging from $2M to$200M in operational revenue), 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.) and having treated many different patients from dogs and cats to horses, livestock, and even elephants.

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.

Join us! Includes 1 hour of instruction. This webinar is FREE. Space is limited! Anyone who registers can access the webinar on-demand if you aren’t able to attend live.

Join us for an educational course on the differences between buying or building your veterinary practice. Our panel of experts includes Practice Transition Specialists and a Banker. Learn about the complexities of purchasing an existing veterinary practice versus starting one from the ground up from industry experts.

*We encourage all attendees to bring their spouses at no cost

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

Upon completion of this seminar you will learn about the differences in legal, financial, logistical, and emotional aspects of buying a veterinary practice versus building one from the ground up. 

SCHEDULE

12:45 PM Check-in begins

1:00 PM Seminar begins

2:30 PM Questions and wrap-up by 2:30 PM

Cost to attend: FREE for the first 10 Veterinarians who register, plus upon completion of the seminar you will also receive a $50 Visa gift card. The price returns to $49 after September 30, 2024. The seminar value includes 1.5 hours of instruction, refreshments, and course materials. This is a can’t-miss seminar with the experts who will share their insights and experiences with you as you begin to prepare for the sale of your practice.

SPEAKERS

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

  Steve Kikikis, Practice Transition Specialist, Omni Practice Group

 Tristyn Gies, Regional Business Development Officer, Bank of America

TESTIMONIALS from previous attendees:

“Worth your time and money. Very informative. You will realize just how much you may not know about selling your practice and, therefore, how valuable the information is.”

“Excellent seminar with eye-opening examples. A must if you are considering selling your practice.”

“I enjoyed the opportunity to gather more information about the practice valuation and selling process.”