Roadmap To a Successful Practice Transition Closing

Friday, January 31, 2025

2:00 – 4:00 pm

Course Code:

603RL

Cost:

$0.00

Credits:

2

CE Hours

CE On The Exhibit Hall Floor
Dentist
Lecture
Practice Management

At Bank of America, we believe that providing loans is just one part of helping healthcare professionals become successful practice owners. Since we began Bank of America Practice Solutions in 1996, we have assisted over 25,000 professionals in starting or acquiring a practice, purchasing commercial real estate, renovating or refinancing an existing practice or purchasing equipment. Overall, we have more than 57 million customers as well as nearly 500 business relationships with medical, dental and veterinary associations. In fact, Bank of America is endorsed by more healthcare associations than any other financial institution.


Our philosophy is simple: serve healthcare professionals by offering them the opportunity to enjoy superior value with exceptional service.


This course will provide insight to the thinking, motivation, and focuses of both buyers and sellers of dental practices. Each side of the transaction will learn what is important to the other and how they can collaborate to ensure a successful and timely transition so both sides win.

Course logo image

Speakers

After this course attendees will be able to:

  • Examine motivations of buyers and sellers
  • Identify buyer and seller needs and wants during a transaction
  • Determine the importance of having the right team on both sides
  • Explore the roles of the team during and after a transaction
  • Explain the roadmap to a successful transition
  • List buyer and seller pitfalls to avoid
The Bank of America Practice Solutions grant has been applied to this course.
The Massachusetts’s Dental Society is an ADA Corp 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