Practice Transitions Seminar at Colorado Dental Association

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:

• How the capital gains tax increase affects practice sales for next year and why you might want to consider selling in 2021
• The sequence of a dental practice transition and what to expect along the way
• Legal issues regarding dental practice transitions
• What are buyers looking for in a practice?
• Preparing now for a future sale of your dental practice so you get the most value from the sale

• 8:30 Check-in
• 9:00 Seminar begins
• 12:00 Lunch
• 3:00 Questions and wrap-up

Rod Johnston, MBA, CMA,  Founder and Practice Transition Advisor,  - {206) -979-2660, [email protected]:  Rod’s background in accounting, finance, sales, and real estate make 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 include 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. Rod started Omni in 2004 with two things in mind; provide a Nordstrom-like service to help doctors with their transition, and to be an expert resource to medical professionals in the fields we work in. He has developed systems and processes in the brokerage industry that are mimicked and copied throughout the nation. He and his company has transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients. Rod has written articles published in numerous publications, including Dentaltown, Dental Economics, Huffington Post, and others. He has also authored several chapters on valuations in a collaborative book published by Mike Abernathy, D.D.S. Rod has participated in Dentaltown podcasts and has presented at numerous local, state, and national association conferences. Rod is a sought-after practice broker and speaker throughout the west coast.

Kevin Brady, Practice Transition Advisor,  - (303) 910-3214, [email protected]: 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 will serve alongside the OMNI team of experts to guide dentists with developing customized plans for their smooth practice transitions.

Joshua Austin, Senior Associate Attorney, - (720) 974-9448, [email protected]: 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, Mr. Austin 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. Mr. Austin specializes in business acquisitions and management, with particular emphasis on the dental, veterinarian, and vision fields. Mr. Austin assists with entity formation choices, negotiating and drafting purchase agreements, non-competes, employment agreements, and independent contractor agreements for all types of business entities. Mr. Austin 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. Mr. Austin 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.

Kelly Jackson, Senior Vice President Healthcare Lending, - (303) 634-2740, [email protected]: Kelly joined First Western Trust in early 2020, he has more than 20 years of banking and financial management experience. With First Western Trust, Kelly provides financing options and guidance to medical professionals through the bank’s lending programs. In the medical field, there is little margin for error, and First Western Trust feels the same way about financial services. First Western Trust partners with medical professionals to deliver superior efficiency, tailored solutions, and client service that redefines what a banking relationship should be so that you can focus on what matters most – providing the best outcomes for your patients.

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