Oregon Dental Practice Seminar For Sellers
Oregon Academy of General Dentistry
Friday, September 22, 2023
9:00 AM - 12:00 PM
Location: 13333 Southwest 68th Parkway, #Suite 0101, Tigard, OR 97223
This event is for dentists who are 0-8 years away from a transition.
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 on the following topics:
- Learn the pros and cons of selling to a DSO
- Are DSOs paying more than individual buyers?
- What to expect: The sequence of a dental 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
Includes 3 hours of instruction, a light breakfast with refreshments, and course materials for you and your spouse. Parking is free and available on-site.
The Seminar is $49.00 through (09/08/2023) – Regular Price of $149.00 after (09/08/2023)
** We encourage all attendees to bring their spouses at no cost, use promo code “FreeSpouse” and click ‘Apply’ **
- 8:45 AM Check-in
- 9:00 AM Seminar begins
- 11:45 AM Questions and wrap-up by Noon
Megan Urban, Transition Specialist, Omni Practice Group – Megan has been serving the dental industry for over 25 years. She began her journey as a dental assistant and ultimately became a Regional Manager for a large dental group. She has an extensive background in helping dental teams reduce stress and become more profitable by locating areas of opportunity and helping set solid systems within the practice. Her clients appreciate that she customizes their plans to their practice so they can easily maintain them and have continued growth. She also assists her clients in buying or selling their practices.
Eric Tweed, Attorney, Saalfeld Griggs – As an attorney in the firm’s Business and Taxation group, Eric advises clients with businesses of all types and sizes. He often works on matters involving business entity formation and maintenance, contract review, non-profit organization and governance, purchase and sale transactions, and intellectual property matters. Eric is a member of the Dental and Veterinary industry groups at Saalfeld Griggs. He spends much of his day advising dentists and veterinarians through the practice transition process. Whether it be helping clients buy or sell a practice, Eric understands the issues specific to these industries and enjoys helping clients reach their goals.
Sarah Dunn, SVP, Relationship Manager, Columbia Healthcare Banking, Umpqua Bank – Sarah Dunn SVP, Relationship Manager serving Oregon and Southwest Washington, works with clients to help buy, start, refinance and grow their businesses. As part of the Healthcare Banking team, Sarah seeks to be an expert in the dental and healthcare space and is dedicated to listening and offering solutions that will best serve her clients. Sarah has more than 13 years of industry experience including more than four years with Columbia Bank, and received her Bachelor of Arts from Biola University in 2003 where she studied communications. Sarah is committed to serving her local community and has volunteered her time with Providence Child Center and Financial Beginnings.
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.”