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CE3: Navigating Change: Mergers, Acquisitions, Partnerships, and Transitions
November 3, 2019 @ 2:30 pm - 5:00 pm
Program Track: Leadership, Personal, and Practice Development
Speakers
William S. Barrett
Bernie Stoltz
Moderator
Gregory A. Toback
2.5 CE
Whether you are looking to expand your practice through acquisition or develop transition plans with minority equity through associate buy-ins, you need to understand the issues of practice transition to create a win-win scenario. This session will help attendees develop an in-depth understanding of the business, legal, and practical considerations necessary to execute the ideal transaction. It looks at strategies for bringing on a next generation associate, compensation, and valuation strategies as well as the growing trend of mergers and acquisitions in the dental space.
Educational Objectives:
- Conceptualize and define the need between an associate or future partner.
- Create compensation and valuation strategies that work.
- Gain an understanding of the current trends in the mergers and acquisitions market.
- Identify how to expand with multi-specialty practice strategies.
- Review the legal aspects of practice transitions and sales including the various deal structures associated with each type of transition.