PRACTICE VALUATION AND TRANSITIONS IN A CHANGING MARKET

1200 Saunders Road,Riverwoods IL 60015

14 September, 2021

Description

ALL YOU NEED TO KNOW ABOUT PRACTICE VALUATIONS AND TRANSITIONS FROM THE LEADING EXPERTS IN THE FIELD; 2 hours, AGD PACE CE credit provided Transferring ownership of a dental practice is often the most significant financial transaction to take place during a dentist’s professional career. Proper planning and understanding of the many options available is imperative to the successful transfer of what is typically a dentist’s largest single investment asset, their practice. Course Topics include: •DSO/Corporate buyers fact and fiction •Demographic trends in the buying and selling population •Income, market and asset valuation theories •When is the right time to transition •Transition options •Structuring the sale •Tax ramifications •Financing the sale •Contractual issues Peter J. Ackerman, CPA, CVA, CEPA is a graduate of Miami University in Oxford, Ohio with degrees in Accounting, General Business and Finance. In 1996 Mr. Ackerman started ADS Midwest, a firm that provides practice brokerage, appraisal and consulting services to dentists and the related specialists throughout the Midwest. Under his leadership ADS Midwest has become the largest and most respected practice transition firm in the Midwest. In 2010, Mr. Ackerman secured the endorsement of the Illinois State Dental Society. He is a Certified Public Accountant, Certified Valuation Analyst, Certified Exit Planning Advisor, licensed real estate broker, registered business broker, past president of ADS Transitions, past chairman of Professional Management Consultants Association, member of National Association of Certified Valuation Analysts, Exit Planning Institute and Practice Valuation Study Group. Guest Speakers Include local experts: Todd Erdman, Dental Attorney Paul Motter, Dental Lender Dinner/Financial Support Provided by Bank of the West