This seminar is designed for dentists who are planning to transition within the next 0–8 years.

Gain the confidence and clarity you need to plan your practice sale. This seminar provides a comprehensive overview of the legal, financial, logistical, and emotional factors involved in stepping away from your full-time dental practice. OMNI’s expert team will present and answer questions on topics including:

• The pros and cons of selling to a DSO
• Whether DSOs truly pay more than individual buyers
• What to expect throughout the transition timeline
• How to maximize your practice value today
• Determining the right time to sell
• Why Purchase Price Allocation matters
• Common legal pitfalls—and how to avoid them
• Helping your buyer secure financing
• Key real estate considerations in a transition

We encourage all attendees to bring their spouses.  Reserve your spot today!

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

SCHEDULE

• 8:45 AM Check-in
• 9:00 AM Seminar begins
• 11:30 AM Questions and wrap-up
• 12:00 PM Seminar ends

SPEAKERS

Kevin Brady, Practice Transition Consultant, OMNI Practice Group – Kevin has been providing support in the dental community for over 30 years. He has been advising dentists as the Sr. Vice President of First Pacific Corporation with innovative business and technology solutions to assist with managing their practices more efficiently, increasing patient care, and achieving maximum productivity. He also helped numerous clients plan and execute successful transitioning of their practices. Kevin is a Certified Real Estate Broker in Colorado who holds a BS degree in Marketing and a minor in Economics from Utah State University. He has spoken at numerous dental study clubs in multiple states and is an expert in dental business solutions and transition planning. As a Transition Consultant/Broker at OMNI Practice Group, Kevin has served alongside the OMNI team of experts in guiding dentists with developing customized plans for their smooth practice transitions.

Joshua C Austin, Senior Associate Attorney, Mastin Bergstrom LLC – Mr. Austin joined Mastin Bergstrom LLC in 2012. He received his Juris Doctor from the University of Denver Sturm College Of Law and was admitted to the Colorado Bar in 2011. Prior to beginning his legal career, Josh worked for over 15 years in the information technology field. This was the critical time frame when computers became such an integral aspect of how work is accomplished. He assisted companies to implement technologies that allowed for increased productivity which resulted in substantial reductions in costs and increased revenues. Josh specializes in business acquisitions and management, with particular emphasis on the dental, veterinarian, and vision fields. He assists with entity formation choices, negotiating and drafting purchase agreements, non-competes, employment agreements, and independent contractor agreements for all types of business entities. Josh is known as one of the top Colorado attorneys representing dentists, veterinarians, optometrists, and other professionals based on his extensive experience.  He regularly speaks before dental and veterinary groups providing instruction on the business aspects of their practices. Josh is the current treasurer for Kids In Need of Dentistry (KIND). A Colorado non-profit with over 100 years of service providing education and free and low-cost dental treatment for Colorado’s children.

Matthew Kroeker, Regional Business Development Officer, Senior Vice President, Bank of America – Matt is the Regional Sales Manager for Bank of America Practice Solutions for Colorado and Wyoming, helping our doctors start or acquire a practice, purchase real estate or equipment, and evaluate a practice’s overall financial health. Matt has been with Bank of America since 2011 in various roles of leadership, real estate lending, and medical lending. Matt is a two-time Pinnacle Club aware winner. Matt currently resides in Aurora, CO, with his wife Sarah, his son’s Bryce and Brady, and daughter Kinley. In his free time they keep him busy with sports and other activities.

This seminar is designed for dentists who are planning to transition within the next 0–8 years.

Gain the confidence and clarity you need to plan your practice sale. This seminar provides a comprehensive overview of the legal, financial, logistical, and emotional factors involved in stepping away from your full-time dental practice. OMNI’s expert team will present and answer questions on topics including:

• The pros and cons of selling to a DSO
• Whether DSOs truly pay more than individual buyers
• What to expect throughout the transition timeline
• How to maximize your practice value today
• Determining the right time to sell
• Why Purchase Price Allocation matters
• Common legal pitfalls—and how to avoid them
• Helping your buyer secure financing
• Key real estate considerations in a transition

We encourage all attendees to bring their spouses.  Reserve your spot today!

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

SCHEDULE

• 8:45 AM Check-in
• 9:00 AM Seminar begins
• 11:30 AM Questions and wrap-up
• 12:00 PM Seminar ends

SPEAKERS

Kevin Brady, Practice Transition Consultant, OMNI Practice Group – Kevin has been providing support in the dental community for over 30 years. He has been advising dentists as the Sr. Vice President of First Pacific Corporation with innovative business and technology solutions to assist with managing their practices more efficiently, increasing patient care, and achieving maximum productivity. He also helped numerous clients plan and execute successful transitioning of their practices. Kevin is a Certified Real Estate Broker in Colorado who holds a BS degree in Marketing and a minor in Economics from Utah State University. He has spoken at numerous dental study clubs in multiple states and is an expert in dental business solutions and transition planning. As a Transition Consultant/Broker at OMNI Practice Group, Kevin has served alongside the OMNI team of experts in guiding dentists with developing customized plans for their smooth practice transitions.

Joshua C Austin, Partner, Mastin Bergstrom LLC – Mr. Austin joined Mastin Bergstrom LLC in 2012. He received his Juris Doctor from the University of Denver Sturm College Of Law and was admitted to the Colorado Bar in 2011. Prior to beginning his legal career, Josh worked for over 15 years in the information technology field. This was the critical time frame when computers became such an integral aspect of how work is accomplished. He assisted companies to implement technologies that allowed for increased productivity which resulted in substantial reductions in costs and increased revenues. Josh specializes in business acquisitions and management, with particular emphasis on the dental, veterinarian, and vision fields. He assists with entity formation choices, negotiating and drafting purchase agreements, non-competes, employment agreements, and independent contractor agreements for all types of business entities. Josh is known as one of the top Colorado attorneys representing dentists, veterinarians, optometrists, and other professionals based on his extensive experience.  He regularly speaks before dental and veterinary groups providing instruction on the business aspects of their practices. Josh is the current treasurer for Kids In Need of Dentistry (KIND). A Colorado non-profit with over 100 years of service providing education and free and low-cost dental treatment for Colorado’s children.

Matthew Kroeker, Regional Business Development Officer, Senior Vice President, Bank of America – Matt is the Regional Sales Manager for Bank of America Practice Solutions for Colorado and Wyoming, helping our doctors start or acquire a practice, purchase real estate or equipment, and evaluate a practice’s overall financial health. Matt has been with Bank of America since 2011 in various roles of leadership, real estate lending, and medical lending. Matt is a two-time Pinnacle Club aware winner. Matt currently resides in Aurora, CO, with his wife Sarah, his son’s Bryce and Brady, and daughter Kinley. In his free time they keep him busy with sports and other activities.