Washington Dental Practice Transition Seminar - For Sellers

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 $49 through March 19th. After March 19th the price returns to $149. 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

Rod Johnston, MBA, CMA, Owner and Principal Broker, Omni Practice Group - Rod has a vast amount of knowledge, experience, and education in all aspects of business and real estate that provide an incredible value to every medical practice. He has managed, owned, partnered, and consulted with numerous practices throughout the Northwest over the past decade. All have benefited from Rod’s experience in staff management, accounting, marketing, and practice management. Prior to Omni, Rod spent 15 years as Director of Treasury and also Director of Accounting for AT&T Wireless. Rod is a licensed commercial broker and specializes in commercial real estate. He has an MBA from Seattle University, is a Certified Management Accounting, and is a member of the Institute of Business Appraisers and the National Association of Practice Brokers.

Frank Sciabica, DDS, Practice Transition Consultant, Omni Practice Group Dr. Frank Sciabica serves as a Transition Consultant at Omni Practice Group. He has been looking after the oral health of his patients and creating healthy, beautiful smiles for more than 25 years. The doctor and his team at Lake Sammamish Family Dentistry have advanced their dental training and knowledge to provide every patient with the most advanced treatment available today. Frank has a DDS from Marquette University School of Dentistry, and his post graduate education includes training at the Las Vegas Dental Institute for Advanced Dental Studies for Advanced Anterior Aesthetic Dentistry and at the American Academy of Dental Sleep Medicine. Frank is a licensed commercial broker in Washington and California.

Jen Bennett, Practice Transition Consultant, Omni Practice Group -A native to Washington, Jen received her degree in Communications at Central Washington University. After college, she furthered her education and training at PIMA Medical Institute where she earned her certificate in Dental Assisting. She served the dental community as a CDA for over 16 years. Jen made the decision to advance her career by becoming a Dental Practice Broker in 2016 and now has over 50 successful dental practice transitions under her belt. She is a valuable asset to the OMNI team.

Tyler Jones, Attorney, Partner Helsell Fetterman - Tyler’s corporate practice consists of helping professionals such as physicians, dentists, veterinarians, CPAs and attorneys with all of their business needs. He helps professionals form their own companies, structure partnership and other joint ventures, and acquire existing practices. In addition, Tyler also practices in the area of estate planning, with an emphasis on tax-saving strategies. In this area, Tyler has significant experience assisting individuals with tax-savings oriented wills and living trusts, formation, and maintenance of irrevocable trusts, and coordinating individuals’ retirement plans with their overall estate plan. Once established, he assists with all legal matters that arise during a company’s tenure, including lease renewals, real estate acquisitions, space-sharing arrangements, issues with clients/patients, employment questions, partner buy-ins, multi-practice ownership, and partnership dissolution. When they are ready to retire, he helps his clients form and implement tax-efficient exit strategies, including sales of the businesses, deferred compensation structures, and other “buy-out” mechanisms. Tyler’s tax practice focuses on representing individuals, non-profit organizations, and for-profit businesses in matters with the Internal Revenue Service, Washington State Department of Revenue, and the U.S. Department of Justice. These include tax audits, collection issues, installment agreements, offers in compromise, tax liens, penalty abatements, voluntary disclosure issues, and other IRS disciplinary actions. He also advises taxpayers on complicated tax transactions and various income tax planning opportunities for closely held entities, family investment companies, real estate holdings companies, and healthcare groups. Tyler earned his law degree from Seattle University School of Law, where he earned the school’s President’s Scholarship for all three years. During law school, he focused on tax and business law, and was president of the law school’s moot court program, advancing to a national competition, as well as being elected to the National Order of Barristers. After graduating law school, Tyler received his Master of Laws in Taxation from the University of Washington School of Law. In addition to his legal practice, Tyler is an adjunct professor with Golden Gate University’s Graduate Tax Program, where he teaches Federal Gift and Estate Tax and Estate Planning courses, and has coached the University of Washington School of Law’s National Tax Moot Court Team.

Aaron Pershall, CBA, Regional Director of Practice Finance, Provide - For over 15 years, Aaron Pershall specialized in dental practice appraisals, transitions, sales, and mergers throughout the Pacific Northwest. As a dental practice broker, he worked to ensure the success of his clients through effective strategic planning, constructive and thoughtful negotiation, and exceptional service. Now, in his role at Provide, he puts his knowledge and experience to work delivering industry-leading financing products and helping doctors find the right financing solution to help them achieve their practice ownership dreams! Aaron also enjoys being an active member of the National Association of Certified Valuators and Analysts and holds the Certified Business Appraiser (CBA) credential. He has lectured to numerous dental societies and study clubs throughout the Pacific Northwest and written several published articles on the topics of practice appraisals and transitions. Aaron is a graduate of Pacific Lutheran University with a degree in Business Administration with a concentration in Entrepreneurship/New Venture Management.

TESTIMONIALS from previous attendees:

“I was very reluctant to give up a Saturday to travel to attend the seminar. It was VERY worthwhile. I am glad I attended. START PLANNING!”

“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.”

Host or Publisher OMNI Practice Group