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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 (4/5/2023) – Regular Price of $149.00 after (4/5/2023). 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.

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 for a Veterinarian Sellers Webinar.

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

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

Join us for an insightful webinar where we’ll provide you with a sneak peek into the essential steps you need to consider when preparing to sell your veterinary practice.

During this session, you will gain valuable insights on topics such as:

• Understanding the current market trends for veterinary practices
• Key financial metrics to evaluate before selling
• How practice are valuated?
• Strategies to enhance the value of your practice
• The importance of operational efficiency and team management
• How to help your buyer get financing?

This webinar is just the beginning! To dive deeper, we invite you to attend one of our upcoming seminars, where our experts will guide you through comprehensive strategies and practical advice tailored to your unique situation. Whether you are planning to sell soon or in the future, this knowledge is vital for maximizing your practice’s value.

Don’t miss this opportunity to equip yourself with the right tools and knowledge to ensure a successful transition.  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.

SPEAKERS

Rohit Malhotra, DVM, MBA, CEPA, Practice Transition and Valuation Consultant, 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.

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 completed a rotating clinical-business internship at IVG Hospitals and executive management fellowship at Ethos Veterinary Health. He is certified in Exit Planning Advisory and Valuations, and a certified black belt in Lean Six Sigma to help improve clinical efficiency and practice value for owners. Dr. Malhotra has clinical interests in anesthesia (capture & chemical immobilization), theriogenology, integrative medicine, and rehabilitation; and uses this clinical knowledge and skillset to improve elephant healthcare internationally via his nonprofit.

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

We encourage all attendees to bring their spouses.

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. 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

• 5:30 Check-in begins
• 5:45 Seminar begins
• 8:20 Questions and wrap-up by 8:30 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.”

Join us! Includes 4 hours of instruction, breakfast, 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. 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

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

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.

Tyler Jones, Partner, Helsell Fetterman -206-689-2164, tjones@helsell.com: Tyler’s corporate practice focuses on 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. 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.

More speakers to be announced.

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 4 hours of instruction, breakfast, 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. 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

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

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.

Tyler Jones, Partner, Helsell Fetterman -206-689-2164, tjones@helsell.com: Tyler’s corporate practice focuses on 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. 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.

More speakers to be announced.

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.”

We’re baaaaack by popular demand for more cautionary tales!
Jim and the Omni team have worked on hundreds of practice transitions over the past 15+ years. You can imagine we have encountered some nightmares along the way! For our third year, we return to share more of our scariest stories with you so that you can steer clear of these perils and learn how to prevent your transition from becoming a horror story.

We’re baaaaack by popular demand for more cautionary tales!
Jim and the Omni team have worked on hundreds of practice transitions over the past 15+ years. You can imagine we have encountered some nightmares along the way! For our third year, we return to share more of our scariest stories with you so that you can steer clear of these perils and learn how to prevent your transition from becoming a horror story.