2025 Courses and Events

Course #: 3180
Date: 11/30/2025
Time: 9:00am - 12:00pm
Course Info: Half Day
Speaker(s):
Bill Murray
Domineck Lobifaro, CPA
Eric Ploumis, DMD, Esq.
Peter Miros
Dave Barry, Financial Advisor

Topic: Pract Mgmt & Human Relations - Financial Management
Tuition: $100.00
Credits: 3
Recommended For:
Dentists, Students, Administrative Staff

Description:

If you are a buyer or a seller, let us give you the script on how to prepare your practice for sale and what to look for in a practice if you are buyer. Those who attend will have a much better understanding and be more prepared for a sale or acquisition, depending on where you are in your life cycle.

Learn:

• Some of the legal and practical issues surrounding practice transitions. We will explore the perspectives of both the buyer and seller and discuss key provisions of certain transition documents
• Preparing Financial Statements for prospective buyers
• Key elements buyers look for in a Profit and Loss
• Due Diligence Process for Dental Practice Acquisitions
• Cash Flow Considerations
• Identify Growth Opportunity’s
• Tax Implications
• What are banks looking for in a borrower and what determines a good sale and transition

 The value and the process with working with an experience Transition Broker who has been in the dental space for over 25 yrs

Support for this program is provided by