Kathy Ells, Kathy is experienced in transitioning more than 1,500 dental practices over the last 25 years. Providing solutions for lending for practice acquisitions, startup's, renovations, partnership buy-in/outs and refinancing. Beginning her career as an accountant has laid the foundation for providing financing solutions and by continuing her education obtaining a Masters of Business Administration (MBA) and a Masters in Organizational Leadership (MSOL). Kathy has lectured over the last 25 years at local, regional and national dental events.

Jeffrey Jellerson, has worked successfully in the healthcare finance field for the last two decades. As the northeast region Business Development Manager for Wells Fargo Practice Finance, he advises and guides doctors on a variety of matters including credit management, cash flow and practice borrowing. Jeffrey is a trusted industry advisor and has made numerous presentations at national, state and local meetings. His experience has helped doctors successfully prepare for transition into practice ownership, as well as helping existing practitioners grow their practice.

Matt Kolcum, is the local broker for CARR Healthcare Realty. CARR is a national provider of commercial real estate services for healthcare tenants and buyers. Matt has helped numerous doctors in Massachusetts and throughout New England with their space finding as well as lease and purchase negotiation needs. CARR’s team of experts assists with all types of real estate transactions, including lease renewals, expansions, relocations, startup offices, purchases, and practice transitions