
“Pour” Decisions: 5 Things You’re Not Considering When Planning Your Practice Transition Afternoon Sip and Learn
"Pour" Decisions: 5 Things You're Not Considering When Planning Your Practice Transition
Campbell's Resort - Lake Chelan
Friday, August 7, 2026
1:00 PM - 4:00 PM
Location: Campbell's Resort 104 W Woodin Ave Chelan WA, 98816
Lake Chelan is not currently under any advisories or threats. However we will continually monitor the wildfire situation.
Register now to join OMNI for an engaging afternoon with Tyler Jones, Partner at Helsell Fetterman. This unique event combines a guided wine tasting with practical, real-world insights into one of the most important decisions of your career—your practice transition.
Enjoy three hours of instruction, wine tasting, and course materials for you and your spouse or guest. Registration is complimentary if completed before August 1.
“Pour” Decisions is designed for dental professionals who are beginning to think about their future—whether a transition is years away or just around the corner. In a relaxed wine-tasting setting, you’ll explore five commonly overlooked factors that can significantly impact the timing, value, and success of a practice transition.
Rather than a traditional lecture, this interactive session offers practical guidance on transition planning blind spots, including financial structuring, buyer dynamics, timing strategies, and legal considerations that many owners don’t address until it’s too late.
You’ll leave with a clearer understanding of how to position your practice for the strongest possible outcome, along with actionable ideas you can begin considering immediately.
Space is limited, and advance registration is required. Join us for an afternoon of learning, conversation, and wine as you prepare for the next chapter of your professional journey.
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 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.
Tyler Jones, Attorney, Helsell Fetterman – Tyler advises professionals—including physicians, dentists, veterinarians, CPAs, and attorneys—on business formation, partnerships, acquisitions, and ongoing legal matters such as leases, employment, and ownership transitions. He also guides clients through estate planning with a focus on tax-saving strategies, wills, trusts, and retirement plan coordination, as well as designing tax-efficient exit strategies for retiring professionals. In his tax practice, Tyler represents individuals, businesses, and nonprofits in IRS and state tax matters, including audits, collections, penalty abatements, and complex planning for closely held entities and investment companies. Tyler earned his J.D. from Seattle University School of Law, where he received the President’s Scholarship, led the moot court program, and was elected to the National Order of Barristers. He holds an LL.M. in Taxation from the University of Washington and teaches estate planning and tax courses as an adjunct professor with Golden Gate University
