Join us! Includes 3 hours of instruction, lunch, and course materials for you and your spouse.

This seminar is designed to prepare dentists for a successful transition from practice ownership. You will learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time practice. We will also address the following topics which will save you time and money:

SPEAKERS:

Jeff Haas, Practice Transition Consultant, Omni Practice Group – Jeff has over 25 years of successful experience in Dental Sales, Marketing, and Regional Business Management. Jeff received his BS from the University of Pittsburgh and an MBA from Marywood University. Jeff’s background includes serving as a Regional Sales Manager, selling i-CAT Cone Beam CTs with Danaher and as Western Regional Manager in San Francisco for Schick Technologies.  Jeff has also been recognized for excellence as a Dental Supplies and Equipment Representative for both Sullivan Dental Products and Leventhal Dental, earning Salesperson of the Year awards, top company-wide rankings, an i-CAT Lifetime Achievement Award, and numerous individual product growth citations. Jeff thoroughly understands the unique environment of the modern Dental Practice—from how to navigate each relationship, to identifying strengths, weaknesses, threats, and opportunities and negotiating long-term agreements.

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.

Angel Shah, Attorney, Cohen Law Firm, PLLC – Angel Shah is a corporate and transactional attorney with extensive experience advising clients in connection with mergers and acquisitions, corporate governance, entity formation, contract negotiations, labor and employment, regulatory compliance, and real estate matters. Angel has represented a diverse range of clients, including multinational corporations, private equity firms, startups, limited liability companies, partnerships, and individuals. Angel provides pragmatic and business-minded representation to his clients, making sure that his client’s interests are adequately protected, while also ensuring that transactions close in a timely and efficient manner.  Prior to joining Cohen Law, Angel worked at renowned boutique law firm advising sophisticated clients on M&A, general corporate, and real estate matters. Angel also worked at an international law firm advising public companies, multinational corporations, institutional investors, and private equity firms in connection with transactional and M&A matters. Prior to law school, Angel worked in the healthcare industry.

J. Brad Peiffer, Vice President|Regional Sales Manager, Bank of America Practice Solutions – Brad is responsible for providing lending and financing options to dentists located in the four state territory of: Pennsylvania, Delaware, Maryland-D.C and Virginia. He has two decades of experience working with business owners, medical professionals and corporate executives. Brad understands the complexity that comes with running your own business and private practice. He helps implement specialized lending solutions specifically tailored to the dental industry.  Prior to assuming his role with Practice Solutions, Brad served as a Financial Center Manager with Bank of America. In addition, he was self-employed for 13 years and is passionate about helping business owners simplify their current and future business priorities. Brad received a Bachelor’s Degree from West Virginia University, and can be found volunteering within his local community.

John S. Cataldo, CPA, Cataldo Financial & Consulting Group – John S. Cataldo has been with Cataldo Financial & Consulting Group since 2010.  He is a CPA and a member of the American and Pennsylvania Institute of CPAs. John frequently provides seminars at various universities and dental conventions. He works with clients assisting them in business management, consulting, and tax services.

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.”