Dental Practice Transition Planning Seminar at the Oregon AGD

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

The seminar fee is being offered for free – paid by sponsors – for a limited time! Reserve your spot today.

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.

We encourage all attendees to bring their spouses.

SCHEDULE

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

SPEAKERS

Megan Urban, Practice Transition Consultant, Omni Practice Group – Megan grew up in dentistry. Her dad was a dentist in Kansas. After relocating to Oregon, she worked as an EFDA and EFODA before working as an office manager and regional manager in the dental industry. She also worked with a dental-specific CPA, and she determined she enjoyed helping dentists to sell and buy practices. Megan is so glad to be selling dental practices and helping buyers find dental practices for OMNI, and since she is a licensed real estate broker in Oregon, Megan can also assist with the sale of your dental condo or building.

Eric Tweed, Lawyer, Saalfeld Griggs, PC – 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. Eric draws on his background in non-profit management to assist non-profit organization clients of all kinds. As a musician and songwriter, Eric enjoys advising clients in the creative industries on how best to protect the art they create. Similarly, Eric also advises many of the firm’s clients on trademark and copyright matters.

TESTIMONIALS from previous attendees:

It was VERY worthwhile. I am glad I attended. START PLANNING!”

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.”