- Saturday 2/1/2025
- Time: 1:00 - 3:00 pm
- Course Code: 756SL
- Cost: No Charge
- Credits: 2 CE Hours
Practice Transitions: All You Need to Know!
Jean Fallago, JD, LLM is is a Tax Attorney, speaker, author,appraiser, licensed Realtor recognized expert witness for Practice appraisals. She has a BS in finance, worked for Price Waterhouse as a Tax attorney before transitioning into Professional Practice Transitions. She also served in the esteeemed position of Probate Court Judge for 2 terms. She has more than 25 years experience in professional practice transitions and has served on the expert panel for several Yankee Dental Congress Courses.
In this course, attendees will learn about the transition marketplace today, how your practice compares, getting your practice ready for transitioning, the financial aspects of an appraisal, and the role of EBITDA. We will also review tax strategies in selling and what is involved in a buyer due diligence, along with the steps involved in the legal process to get to closing.
- Discuss what is impacting the marketplace for the sale of your practice
- Determine why an appraisal is a good idea and which key factors affect value
- Explain what EBITDA is and what it means for your sale
- Discover tax strategies in selling that could save you hundreds of thousands of dollars
- Understand the steps in the legal process from offer to closing
- List common legal pitfalls, risks, and opportunities to reduce your liability after the closing
- Evaluate whether you should lease or sell the real estate with the practice
Recommended Audience: Dentist
The Almonte Fallago Group grant has been applied to this course.
An invitation to participate in the Corporate Forums was provided to all companies exhibiting at Yankee. Participating companies have selected the speakers and topics for the sessions and paid all related expenses. The information and opinions presented are solely those of the speakers and the sponsoring companies and do not represent the opinions of, nor constitute endorsement by Yankee Dental Congress, the Massachusetts Dental Society and the co participating states.
The Massachusetts Dental Society is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.