Woodinville Dental Practice Transitions Seminar and Wine Tasting
Castillo de Feliciana Winery, Woodinville, WA
Friday, August 20, 2021
12:00 PM - 3:00 PM
Location: 15114 148th Ave NE, Woodinville WA 98072
This event is now full. To get on a waitlist, please email Rose at rose@omni-pg.com. Brought to you by Omni Practice Group The event will take place in the covered event area outdoors.
In this course, you will learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time dental practice. Our team of experts will lecture and conduct Q&A sessions.
• The sequence of a Dental Practice Transition • How to Maximize the Value of Your Practice• The Importance of Purchase Price Allocation • Legal Issues in Practice Transitions • Helping Your Buyer Get Bank Financing • Real Estate Issues in a Practice Transition
Registration includes seminar, materials, wine tasting, and lunch for yourself and a spouse. The event will take place in the covered event area outdoors.
Taken from the Castillo de Feliciana website: Known by most in Duvall as “Dr. Sam,” Castillo has based his dental practice in downtown Duvall since 1981. Not until they saw the land in Walla Walla, which they hope one day to call a home as well as a business venture, did Deborah say “This is for us!” The Castillo’s interest in winemaking as a hobby soon became a reality after they purchased 66 acres in the Walla Walla Valley turning Sam’s hobby into a full-time dream, “un sueno hecho en ralidad.” A dream made into reality. While many couples think of slowing down, Deborah acknowledges that her husband is not one to ever take life too easily. Appreciating that he is a challenge-seeker, she feels that Castillo de Feliciana Vineyard & Winery is the right place and right direction for them. “I always want to go on to the next level,” Sam confesses; retirement is hardly retiring for him. More information on their on the Castillo family and their winery can be found here.
Visit Woodinville has a list of bed & breakfast and hotel locations, should you decide to stay.
SCHEDULE
- 11:45 Check-in
- 12:05 Wine tasting & Seminar begins
- 3:00 Seminar wrap-up
SPEAKERS
Rod Johnston, MBA, CMA, Founder and Practice Transition Advisor, Omni Practice Group – {206) -979-2660, rod@omni-pg.com: Rod’s background in accounting, finance, sales, and real estate make 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 has transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients. Rod is a sought-after practice broker and speaker throughout the west coast.
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.
Michael Dinsio, MBA, Dental Practice Consultant and Strategist, Next Level Consultants – (720) 309–9551; michael@nxlevelconsultants.com: Michael is an experienced and highly-respected dental practice consultant who has helped over 500 doctors start, buy, and grow their practices for almost a decade. With Next Level Consultants, he hopes to expand his efforts so he can motivate and enable even more doctors to thrive and meet their goals. Representing one of the nation’s largest financial institutions since 2012, Michael has been on the front end of more than 300 dental start-ups and over 250 practice transitions from Alaska to Washington, Oregon to Colorado. Along the way, he has advised thousands of clients on best practices for navigating the often-complex process of launching a new dental practice or purchasing an existing clinic. Michael’s experience in analyzing thousands of cash flows and business models, makes him qualified to serve as a key business strategist and advisor for any healthcare professional. Through this experience, he became a national transition consultant and start-up coach, where he focused on helping doctors begin and grow their businesses.