Senior Webinar Series

Our Senior Webinar Series covers the important topics you need to understand, such as initial planning, the Appraisal process, how to find a potential Buyer, document drafting and receiving funds at Closing.

Current Webinar Schedule

Tuesday, June 7, 2016
Part I: 11:00 AM – 11:20 AM EDT
Part II: 11:40 AM – 12:00 PM EDT

Wednesday, June 8, 2016
Part III: 11:00 AM – 11:20 AM EDT
Part IV: 11:40 AM – 12:00 PM EDT

Saturday, June 11, 2016
Part I: 10:00 AM – 10:20 AM EDT
Part II: 10:40 AM – 11:00 AM EDT
Part III: 11:20 AM – 11:40 AM EDT
Part IV: 12:00 PM – 12:20 PM EDT

Tuesday, June 21, 2016
Part I: 3:00 PM – 3:20 PM EDT
Part II: 3:40 PM – 4:00 PM EDT

Wednesday, June 22, 2016
Part III: 3:00 PM – 3:20 PM EDT
Part IV: 3:40 PM – 4:00 PM EDT

Saturday, July 9, 2016
Part I: 10:00 AM – 10:20 AM EDT
Part II: 10:40 AM – 11:00 AM EDT
Part III: 11:20 AM – 11:40 AM EDT
Part IV: 12:00 PM – 12:20 PM EDT

Wednesday, July 13, 2016
Part I: 11:00 AM – 11:20 AM EDT
Part II: 11:40 AM – 12:00 PM EDT

Thursday, July 14, 2016
Part III: 11:00 AM – 11:20 AM EDT
Part IV: 11:40 AM – 12:00 PM EDT

Wednesday, July 27, 2016
Part I: 3:00 PM – 3:20 PM EDT
Part II: 3:40 PM – 4:00 PM EDT

Thursday, July 28, 2016
Part III: 3:00 PM – 3:20 PM EDT
Part IV: 3:40 PM – 4:00 PM EDT

Note: Your registration information will be kept private and even if you were to ask questions during the Webinar, whether by text or chat, other attendees wouldn't be able to see your name or Email address.

Topics & Registration

Part I: Practice Valuations

In this Webinar, attendees will learn about the advantages of having a professional Appraisal done, what information is considered when determining the value of a practice, how much an Appraisal costs and how to have an existing Appraisal updated.

Part II: Practice Sales

In this Webinar, attendees will learn the differences between selling a practice entirely (Asset Sales) or selling a practice fractionally (Partnerships and Stock Sales), as well as the tax and compensation considerations of the various types of sale and what advisors should be involved in the process.

Part III: Transition Planning

In this Webinar, attendees will learn when to begin the transition process, the timeline of events, reasonable expectations, realistic outcomes and the various types of representation.

Part IV: Transition Process

In this Webinar, attendees will learn how to find a Buyer, when and how to break the news to Staff, Referrals and Patients, and the various aspects of funding available to the Buyer for the acquisition.

Study Clubs

We have devloped a more comprehensive webinar for Study Clubs that can be scaled to any desired length of time and presented to your Study Club at no cost. Contact us for additional details.

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Private Meetings

We can be hired to present our original all-day course on Retirement Planning, Estate Planning, Tax Planning & Transition Planning at Private Meetings of local orthodontists. Contact us for additional details.