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This event is for veterinarians who are 0-8 years away from a transition. Learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time veterinary practice.

Join us! Includes 3 hours of instruction, breakfast, and course materials for you and your spouse.

We encourage all attendees to bring their spouses.

This event is for veterinarians who are 0-8 years away from a transition.

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

• What to expect when selling to a corporate
• The sequence of a veterinary practice transition
• How to maximize the value of your practice now
• When is the best time to sell?
• The importance of Purchase Price Allocation
• Legal pitfalls and how to avoid them
• How to help your buyer get financing
• Real estate issues that must be addressed

And more!

The Seminar is $49.00 through (09/15/2023) – Regular Price of $149.00 after (09/15/2023). Reserve Your Spot Today!   

We encourage all attendees to bring their spouses at no cost, use promo code “FreeSpouse” and click ‘Apply’

Includes 3 hours of instruction, breakfast, and course materials for you and your spouse. Parking is free and available on-site.

SCHEDULE

8:30 Check-in begins

9:00 Seminar begins

11:30 Questions and wrap-up by 12:00 pm

SPEAKERS

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 include 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. Rod started Omni in 2004 with two things in mind; to provide a Nordstrom-like service to help doctors with their transition, and to be an expert resource to medical professionals in the fields we work in. He has developed systems and processes in the brokerage industry that are mimicked and copied throughout the nation. He and his company have transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients.

Kim Ford, Practice Transition Specialist, 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 a start – up micro – grid development company. Kim is well versed in multiple accounting functions and is knowledgeable of the enormous effort veterinarians put int o 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.

TESTIMONIALS from previous attendees:

“I was very reluctant to give up a Saturday to travel to attend the seminar. It was VERY worthwhile. I am glad I attended. START PLANNING!”

“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.”

Join us! Includes 3 hours of instruction, dinner, and course materials for you and your spouse.

Free – paid by sponsors – for a limited time! Reserve your spot today!

This event is for veterinarians who are 0-8 years away from a transition.

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

• What to expect when selling to a corporate
• The sequence of a veterinary practice transition
• How to maximize the value of your practice now
• When is the best time to sell?
• The importance of Purchase Price Allocation
• Legal pitfalls and how to avoid them
• How to help your buyer get financing
• Real estate issues that must be addressed

And more!

SCHEDULE

5:15 Check-in begins

5:30 Seminar begins

8:00 Questions and wrap-up by 8:30 pm

We encourage all attendees to bring their spouses.

SPEAKERS

Jim Vander Mey, CPA, ABI, Practice Transition Advisor, Omni Veterinary Practice Group – {360) -941-2341, jim@omnipg-vet.com: Jim has over 20 years of experience as CFO/GM of multi-million-dollar corporations, and started, grew, and transitioned numerous companies. Certified, licensed, and accredited, this combination of experience and education gives a wide range of knowledge for Jim to draw upon, providing a perspective and level of service not easily found. Jim is a Certified Public Accountant, a licensed commercial broker in Washington, Oregon, Arizona, Nevada, Idaho, and Alaska, an Accredited Business Intermediary, and has membership in the American Business Brokers Association, the AICPA Valuation Services Section, and the Washington Society of Certified Public Accountants.

S. Craig Stone II, Attorney – S. Craig Stone II is the principal and president of Stone Law Offices, Ltd. He has been practicing in the State of Nevada since 1993 and provides legal counsel and services to affluent clients and families in the areas of wealth transfer and preservation strategies, including general estate planning, sophisticated tax planning (federal income and estate taxes), charitable planning and planned giving, business law, including business exit planning (aka business succession planning), and domestic and international asset protection planning. Craig’s personal practice emphasizes a “values – based approach.” He views his role as more than just an attorney, but a wealth counselor and coach helping clients to fulfill their goals and dreams by applying his technical expertise and professional knowledge to design a sound estate plan and solve the issues and concerns that come with wealth. Craig is a firm believer in building the attorney – client relationship and not just providing an attorney – client transaction.

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.”

A COMPREHENSIVE LOOK AT THE CURRENT MARKET OF BUYING A PRACTICE PRESENTED BY INDUSTRY EXPERTS

This event is for veterinarians who are considering buying a practice in the near future. In this course, you will learn about the legal, financial, logistical, and emotional aspects of buying a veterinary practice.

Are you ready to purchase a veterinary practice? We’ll go through the basics:

• New information that corporates don’t want you to know
• 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.
• 5 things to avoid when buying a practice.
• Why you should stop looking for the unicorn.
• Learn the skills and tools that smart veterinarians have used to let them retire early.

THE SEMINAR IS $19.00 THROUGH (4/05/2023) – REGULAR PRICE OF $49.00 AFTER (4/05/2023). RESERVE YOUR SPOT TODAY!

We encourage all attendees to bring their spouses at no cost, use promo code “FreeSpouse” and click ‘Apply’ 

INCLUDES 2.5 HOURS OF INSTRUCTION, LIGHT APPETIZERS AND REFRESHMENTS, AND COURSE MATERIALS FOR YOU AND YOUR SPOUSE.

SCHEDULE

12:30 pm Check-in

1:00 pm Seminar Begins

3:00 pm Questions and wrap-up by 3:30 pm

SPEAKERS

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 include 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. Rod started Omni in 2004 with two things in mind; provide a Nordstrom-like service to help doctors with their transition, and to be an expert resource to medical professionals in the fields we work in. He has developed systems and processes in the brokerage industry that are mimicked and copied throughout the nation. He and his company have transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients.

Kim Ford, Practice Transition Specialist, Omni Practice Group

Robert Gibson is a regional director of practice finance for Provide, a fast-growing fintech company that helps veterinarians achieve their dreams of practice ownership through people, technology, and comprehensive financial products. Responsible for the entire Mountain West region, Robert brings strong financial and client relationship management experience he’s earned during his more than 18 years in banking. Robert specializes in helping our communities’ veterinarians obtain loans for their unique business needs and has extensive expertise in practice acquisitions, practice startups, expansion and remodel projects, commercial real estate transactions, and debt consolidations. Robert has built a network of trusted practice brokers, equipment specialists, attorneys, CPAs, consultants, contractors, architects, and real estate brokers to help ensure his healthcare providers surround themselves with the right team of experts as they embark (or continue) on their practice ownership journey.

TESTIMONIALS from previous attendees:

“I was very reluctant to give up a Saturday to travel to attend the seminar. It was VERY worthwhile. I am glad I attended. START PLANNING!”

“The seminar was very informative. Many of the ‘tough’ questions were answered!”

“I clearly did not know what I didn’t know. This seminar cleared away the fog. Thanks!”

“Very good presentation. From coming in knowing really nothing to now feeling very well informed. Thanks much!”

Join us! Includes 1 hour of instruction and course materials for you.

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

Enjoy 1 hour in a relaxed atmosphere having a casual 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:

• New information that corporates don’t want you to know.
  
• 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.
  
• Why you should stop looking for the unicorn.
  
• Learn the skills and tools that smart veterinarians have used to let them retire early.
  And more!

SPEAKERS

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 include 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. Rod started Omni in 2004 with two things in mind; to provide a Nordstrom-like service to help doctors with their transition, and to be an expert resource to medical professionals in the fields we work in. He has developed systems and processes in the brokerage industry that are mimicked and copied throughout the nation. He and his company have transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients.

Jim Vander Mey, CPA, ABI, Practice Transition Advisor, Omni Veterinary Practice Group – {360) -941-2341, jim@omnipg-vet.com:  Jim has over 20 years of experience as CFO/GM of multi-million-dollar corporations, and started, grew, and transitioned numerous companies. Certified, licensed, and accredited, this combination of experience and education gives a wide range of knowledge for Jim to draw upon, providing a perspective and level of service not easily found. Jim is a Certified Public Accountant, a licensed commercial broker in Washington, Oregon, Arizona, Nevada, Idaho, and Alaska, an Accredited Business Intermediary, and has membership in the American Business Brokers Association, the AICPA Valuation Services Section, and the Washington Society of Certified Public Accountants.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.”

TESTIMONIALS from previous attendees:

“Very good presentation. From coming in knowing really nothing to now feeling very well informed. Thanks much!”

“I clearly did not know what I didn’t know. This cleared away the fog. Thanks!”

This event is for veterinarians who are 0-8 years away from a transition.

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

• What to expect when selling to a corporate
• The sequence of a veterinary practice transition
• How to maximize the value of your practice now
• When is the best time to sell?
• The importance of Purchase Price Allocation
• Legal pitfalls and how to avoid them
• How to help your buyer get financing
• Real estate issues that must be addressed
• And more!

The Seminar is $49.00 through (4/1/2023) – Regular Price of $149.00 after (4/1/2023). Reserve Your Spot Today!

Includes 4 hours of instruction, breakfast, and course materials for you and your spouse. Parking is free and available on-site.

We encourage all attendees to bring their spouses at no cost, use promo code “FreeSpouse” and click ‘Apply’ 

SCHEDULE

• 8:30 Check-in begins
• 9:00 Seminar begins
• 12:30 Questions and wrap-up by 1:00 pm

SPEAKERS

Jim Vander Mey, CPA, ABI, Practice Transition Advisor, Omni Veterinary Practice Group – {360) -941-2341, jim@omnipg-vet.com:  Jim has over 20 years of experience as CFO/GM of multi-million-dollar corporations, and started, grew, and transitioned numerous companies. Certified, licensed, and accredited, this combination of experience and education gives a wide range of knowledge for Jim to draw upon, providing a perspective and level of service not easily found. Jim is a Certified Public Accountant, a licensed commercial broker in Washington, Oregon, Arizona, Nevada, Idaho, and Alaska, an Accredited Business Intermediary, and has membership in the American Business Brokers Association, the AICPA Valuation Services Section, and the Washington Society of Certified Public Accountants.

Tyler Jones, Attorney, Partner Helsell Fetterman – Tyler’s corporate practice consists of helping professionals such as physicians, dentists, veterinarians, CPAs and attorneys with all of their business needs. He helps professionals form their own companies, structure partnership 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.

TESTIMONIALS from previous attendees:

“I was very reluctant to give up a Saturday to travel to attend the seminar. It was VERY worthwhile. I am glad I attended. START PLANNING!”

“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.”