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SUMMARY:How to Strategically Sell to a Partner\, Associate\, or a DSO - 11/20/25
DESCRIPTION:Unlock the art of successful practice transitions with this comprehensive course\, designed to guide you through every stage of the process. From deciding when to retire to understanding the value of your practice and preparing for a seamless transition\, we address common obstacles that sellers face. By breaking down each segment of the transition process\, we provide clarity and equip you with a simplified task list to confidently begin your transition journey. \nDiscover the intricacies of practice valuation to ensure that you maximize the value of your efforts. Identify the ideal buyer for your practice\, whether it’s a partner\, associate\, or Dental Service Organization (DSO). Learn to optimize tax strategies during the sale process\, effectively manage post-sale liabilities\, and enhance your practice’s value pre-sale. Gain invaluable insight into DSOs\, including evaluating their structures and benefits to make informed decisions. \nGain comprehensive understanding and confidence in navigating practice transitions. Assess diverse DSO opportunities\, select the right partner\, and confidently navigate legal pitfalls for a smooth transition. With actionable steps and insights provided throughout the course\, you’ll be well-prepared to embark on your practice transition journey with confidence and clarity. \nCourse Objectives: \nUpon completion of this session\, attendees should be able to: \n\n Determine the value of a practice.\n Evaluate the right kind of buyer.\n Learn how to implement tax-saving strategies.\n Learn the HR pitfalls you need to implement before selling so you don’t get sued into retirement.\n Learn what to include in the most important agreements: Letter of Intent\, Asset Purchase Agreement\, etc.\n Determine how to handle your lease.\n Learn the legal due diligence you need to do before selling.\n Take actionable steps to increase the value of your practice before selling.\n Gain a comprehensive understanding of DSOs\, including their structures\, benefits\, and challenges.\n Evaluate and assess different DSO opportunities\n\nSpeaker Bios:\nAli Oromchian\, JD\, LL.M.\, is a leading legal authority in dental law and the founding attorney of Dental & Medical Counsel\, PC\, with over two decades of experience. His deep connection to dentistry comes from his wife’s nearly two-decade-long career as a pediatric dentist. This personal insight fuels his dedication to empowering dentists to navigate their legal challenges and achieve their practice goals. In doing so\, Ali has helped thousands of doctors open their practices while maintaining legal compliance. Ali is frequently quoted and contributes articles to dental publications\, including the California Dental Association\, Progressive Dentist\, Progressive Orthodontists\, Dentistry Today\, Dentaltown\, and The New Dentist magazines\, further showcasing his commitment to the dental community. \nGavin Shea is a recognized and trusted healthcare industry leader with more than two decades of experience guiding clients through practice transitions\, start-ups and growth. With a specific focus on practice transition financing\, Gavin brings a balanced and unique perspective of the vital stakeholders that contribute to a successful transition. This experience empowers practice owners to navigate their transitions with ease\, confidence\, and foresight\, ensuring they rise above challenges and seize opportunities. Additionally\, as a respected financial partner\, Gavin has been invited to speak at multiple national and regional healthcare conferences and has authored numerous articles focused on guiding practice owners through each stage of their career from New Doctor to a thriving retirement. \nPresented By:
URL:https://sccds.org/events/how-to-strategically-sell-to-a-partner-associate-or-a-dso-11-20-25/
LOCATION:SCCDS Office
CATEGORIES:November,Special Events,Upcoming Events
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