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X-WR-CALDESC:Events for Santa Clara County Dental Society
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DTSTART;TZID=America/Los_Angeles:20260820T180000
DTEND;TZID=America/Los_Angeles:20260820T200000
DTSTAMP:20260702T163723Z
CREATED:20260702T163723Z
LAST-MODIFIED:20260702T163723Z
UID:10000276-1787248800-1787256000@sccds.org
SUMMARY:Maximizing Practice Value: Legal and Tax Strategies for a Successful Sale - Presented by Earned\, Dental & Medical Counsel\, and Revolve Practice Transitions
DESCRIPTION:Thursday\, August 20th \n6:00pm – 8:00pm \n*Registration Open at 5:30pm \n1485 Park Avenue\, San Jose 95126 \nDinner Included \nFREE for SCCDS Members \nSelling a dental practice is one of the most significant financial events of a dentist’s career and one of the most complex. This comprehensive two-hour seminar brings together expert perspectives on practice transitions\, buyer dynamics\, and wealth preservation to give you a complete roadmap from preparation to close. \nYou’ll learn how practices are valued and what you can do right now to maximize yours. You’ll understand who’s buying in today’s market\, from first-time owners and associates to multi-practice operators and DSOs\, and what each type of buyer needs from you before and after the sale. You’ll also explore the legal and operational pitfalls that derail transitions and how to avoid them. \nThe final segment addresses what happens after the sale. For high-income dental professionals\, a practice sale triggers a significant taxable event. We’ll show you how tax loss harvesting and custom indexing strategies can offset those gains\, potentially generating hundreds of thousands of dollars in avoided taxes and meaningfully extending your retirement wealth. \nWhether you’re actively planning to sell or simply want to understand your options\, this seminar gives you the knowledge and confidence to approach your transition on your terms. \nLearning Objectives\n\nUpon completion of this session\, attendees will be able to:\nDetermine the value of their practice and identify key factors that increase or decrease it\nEvaluate the right type of buyer for their goals\, including partners\, associates\, and DSOs\nUnderstand what buyers are looking for and what they will need from you post-sale\nIdentify common transition pitfalls and the stakeholders who can help or hinder a successful outcome\nTake actionable steps to increase practice value before going to market\nNavigate key legal considerations and avoid common pitfalls during the sale process\nImplement tax-saving strategies\, including tax loss harvesting and custom indexing\, to offset capital gains from a practice sale\nReduce potential liability from employees and patients after the sale\n\n\n\nFeatured Speakers\n\n\n\n\nAli Oromchian\, J.D.\, LL.M.\, Dental & Medical Counsel \nGavin Shea\, Revolve Practice Transitions \nCarson Henderson\, CPA/PFS\, Earned \nPresented By:
URL:https://sccds.org/events/maximizing-practice-value-legal-and-tax-strategies-for-a-successful-sale-presented-by-earned-dental-medical-counsel-and-revolve-practice-transitions/
LOCATION:SCCDS Office
CATEGORIES:August,Special Events,Upcoming Events
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DTSTART;TZID=America/Los_Angeles:20260812T183000
DTEND;TZID=America/Los_Angeles:20260812T210000
DTSTAMP:20260630T003903Z
CREATED:20260630T003903Z
LAST-MODIFIED:20260630T003903Z
UID:10000275-1786559400-1786568400@sccds.org
SUMMARY:New Dentists Mixer & Panel - Presented by Bank of America\, Dental & Medical Counsel\, Earned\, Revolve Practice Transitions\, and ROAM
DESCRIPTION:Wednesday\, August 12th \n6:30pm – 9:00pm \n1485 Park Avenue\, San Jose 95126 \nDinner Included \nFREE for SCCDS Members \n\n\n\n\n  \nSCCDS New Dentists* are invited to our social & educational event. Enjoy good food/drink while networking/building relationships and learning. Don’t forget to bring a guest! Experienced dentists welcome too! \n*New Dentists = graduated from dental school within the last ten years \nStartup vs. Acquisition: Real Talk on Your Road to Practice Ownership \nBuilding on the success of last year’s program\, this expanded session brings together an even broader group of industry leaders to deliver a deeper\, more comprehensive look at the two primary paths to ownership: acquiring an existing practice or starting from scratch. \nThis highly interactive panel will cover the legal\, financial\, real estate\, and operational realities doctors face when transitioning into ownership. Attendees will gain practical insight into structuring deals\, evaluating opportunities\, securing financing\, and avoiding costly missteps that can impact long-term success. \nWith additional expert perspectives across lending\, real estate\, consulting\, and transitions\, this year’s program goes further—offering more real-world examples\, more nuanced strategy\, and more actionable guidance. The discussion will be driven by the most common questions from doctors navigating ownership\, with dedicated time for live Q&A. \nLearning Objectives: \nAt the end of this presentation\, participants will be able to: \n\nIdentify and avoid the most common pitfalls in both acquisitions and startups\nEvaluate the advantages and tradeoffs of buying versus building a practice\nUnderstand how to assess practice value and align with the right transition strategy\nRecognize key financial\, legal\, and tax considerations that impact long-term outcomes\nNavigate lease terms\, financing structures\, and purchase agreements with greater confidence\n\nPanelists \nMichael Dinsio\, MBA – Founder of Next Level Consultants \nMike Smith – Roam Commercial Realty \nGavin Shea – Revolve Practice Transitions \nForrest Wiederman – Bank of America \nCJ Williams – Bank of America \nModerator: Ali Oromchian\, J.D.\, LL.M. – Founding Attorney at Dental & Medical Counsel
URL:https://sccds.org/events/new-dentists-mixer-panel-presented-by-bank-of-america-dental-medical-counsel-earned-revolve-practice-transitions-and-roam/
LOCATION:SCCDS Office
CATEGORIES:August,Special Events,Upcoming Events
ATTACH;FMTTYPE=image/png:https://sccds.org/wp-content/uploads/2026/06/Cutting-Edge-Email-Rectangles-Sponsored-New-Dentist-Mixer.png
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