The Successful Practice Transition Seminar A Step by Step Process: From Associate to Partner
Established Doctor Benefits: ♦ Transitioning your practice at the right time can increase your retirement assets by millions ♦ It may be possible to fund a large majority of your sale proceeds into the tax deferred environment ♦ You don’t pay a high-priced broker to create a win/lose transaction ♦ You receive a lump sum for a portion of your practice ♦ Splitting the money in a partnership creates an increased profit margin ♦ You now have less stress because of shared duties Buying Doctor Benefits: ♦ You have the ability to purchase the practice with pre-tax dollars which significantly increases your cash flow ♦ You are coming into an established business with efficient systems and staff in place ♦ You have the ability to be mentored by an experienced doctor and increase your clinical productivity ♦ You have the ability to become more profitable and fully fund your pension plan years before you would have if
you started your own practice Methodology of Assimilating an Associate into a Dental Practice With more than 20 years of experience in transitioning more than 500 dental practices of all specialties into multidoctor offices, we have developed a methodology that significantly increases the probability of creating a successful partnership, is fair and equitable to both parties, and provides significant tax advantages for both the buyer and seller. A failed asssociateship can cost the selling doctor tens of thousands of dollars in wasted salaries, redone dental work, lost patients, and other expenses. It can also cost an associate doctor years of wasted time in the wrong office. This two-day seminar will include the philosophical and mechanical steps required to achieve success in transitioning your practice and will save you many hours of time and frustration by answering questions for both the established selling doctor and the associate. The Cain Watters financial planners and the team of professionals they work with, including attorneys and consultants who specialize in dental practice transitions, will be on hand to assist you and answer questions that may be particular to your individual circumstance.
Seminar Details
Friday Registration – 7:30 Seminar – 8:30-5:00 Cocktail Reception – 5:00-7:00 Saturday Seminar – 8:30-3:00
Continental Breakfast and lunch are provided each day. Please let us know when you register if you have any dietary restrictions and we will do our best to accommodate you. Meeting Location Hilton Lincoln Centre 5410 LBJ Freeway Dallas, Texas 75240 Reservations – 972-934-8400 Rate – $145/night
P RACTICE T RANSITION S EMINAR R EGISTRATION
Tuition: $1500 for the first two persons from one office $100 for each additional person $100 per dental student or resident
$1,500
Name ____ Selling Dr ____ Buying Dr ____Spouse ____ Staff ____ Student
Included
Name ____ Selling Dr ____ Buying Dr ____Spouse ____ Staff ____ Student
$100
Name ____ Selling Dr ____ Buying Dr ____Spouse ____ Staff ____ Student
$100
Name ____ Selling Dr ____ Buying Dr ____Spouse ____ Staff ____ Student
Total: Practice Specialty: I would like to attend the seminar being held on: April 24&25 September 25&26
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Cain, Watters & Associates, PLLC
5580 Peterson Lane Suite 250 Dallas, Texas 75240 Phone: 972-233-3323 Fax: 972-663-3799 E-mail: info@cainwatters.com