All You Need to Know About Practice Transitions

Are you ready for retirement? Start planning today.

Don’t miss the opportunity to start planning for your future and maximizing the value of your practice today. This program will give you a solid foundation for what you need to do to prepare your practice for transition.

Course Objectives:

Practice Valuations and what factors have the most impact on value
Financial Preparation to Buy or Sell a Dental Practice
Tax issues of Buying or Selling a Dental Practice
Steps to take after receiving an offer
AND MORE!

HEAR FROM INDUSTRY EXPERTS:

Matthew Sutton Henry Schein Professional Practice Transitions Matthew Sutton is a Dental Transitions Consultant with Henry Schein Professional Practice Transitions, responsible for the state of Georgia. Having previously held Regional Sales Manager positions at Wells Fargo Practice Finance and Bank of America Practice Solutions, he has 15 years’ experience in the dental industry. He has an extensive background working with practices from start-up through ownership transition and retirement. Matthew’s experience from both sides of practice transition (buyer and seller) provide him a unique perspective invaluable to clients. Matthew holds a Business degree from Kent State University and is a licensed real estate agent.

Ryan Rouille Partner - Lerner-Rouille Ryan Rouille majored in Information Systems at Georgia Southern University. Graduating in 2001 coincided with the tech bubble bursting, which made finding a job in IT considerably more challenging for a new college grad and led to pursuing a career in finance. Ryan applies his quantitative and qualitative skills to providing investment, insurance and retirement strategies to his clients. An area of focus within his practice is helping dental and medical professionals with their retirement planning needs. Ryan is a member of the Atlanta Chapter of the National Association of Insurance and Financial Advisors (NAIFA), and he sits on the Marketing and Social Media committee of the MassMutual Agents’ Association (AAX).

Lee Pennington CPA, CTC, CGMA - R. Lee Pennington, CPA LLC Lee Pennington, Certified Public Accountant, Certified Tax Coach and Chartered Global Management Accountant is the owner of R. Lee Pennington, CPA, LLC. He has become a trusted advisor by leveraging years of experience in accounting, tax, consulting and finance. Through this experience he brings knowledge of effective accounting processes, tax planning, financial management and operating skills to his clients. This vast knowledge provides Lee with the ability to look beyond the numbers and assist his clients in the many varying aspects of their businesses. By utilizing these skills Lee helps his clients reach their personal and business financial goals. Lee is a member of the AICPA, The Georgia Society of CPA’s, The American Institute of Certified Tax Planners, The Dental Accounting Association, The Veterinarian Accounting Association and The American Society of Tax Problem Solvers.

Lauren Mansour Esq., Partner - Oberman Law Firm Lauren A. Mansour, Esq.'s practice is devoted to the representation of health care providers in various corporate and regulatory compliance matters. A graduate of the University of Georgia School of Law, Lauren joined Oberman Law Firm in 2010 and is licensed to practice law in both Georgia and South Carolina. Lauren has experience representing startups, seasoned professionals and dental service organizations, and enjoys counseling clients at every stage of practice ownership. Lauren's experience includes Corporate Transactions, Regulatory Compliance, Real Estate, Employment Law, Board Defense and Corporate Formation.

Matt Adrian Regional Sales Manager - Bank of America Practice Solutions Matt Adrian is a Regional Sales Manager who specializes in Dental Practice Sales. He will be discussing how dentists in today’s economy are able to secure financing to easily acquire a dental practice.