Practice Transitions seminar (Nov 08, 2025)

Practice Transitions seminar is organized by Collier & Associates Inc. and will be held on Nov 08, 2025 at Pelican Grand Beach Resort, Fort Lauderdale, Florida, United States of America.

Course Outline:
The seminar will cover the pros and cons of the various issues from each side's point of view. This is an intensive course which will include such topics as:

• When is the right time to retire?
• Finding a buyer or seller with or without a broker
• How practices are valued and how transactions are structured to maximize tax benefits
• Associate to partner – compensation, non-competes and the buy-in discussion
• The common blunders doctors make when selling or taking on a partner or associate
• Key partnership concepts: allocation of earnings and profits, voting, and a partner's exit
• DSO vs. traditional sales – when the DSO could make sense
• Post-sale considerations and preparing for retirement

Upon completing this course, the attendee will be able to:

• Take the appropriate steps to prepare to sell or buy their practice.
• Exercise common practice valuation methods.
• Know how to apply for financing and have an understanding of financing strategies.
• Apply basic contract negotiation strategies.
• Communicate effectively with their consultant or attorney to ascertain their preferred legal and tax structure for their practice transition.
• Better understand the tax implications and benefits that are associated with buying (into) or selling a practice.
• Understand what happens to a corporation at retirement.