Practice Transition Forensics

May 11th, 6-6:45pm dinner 6:45-8pm lecture

1CE Lecture AGD Code:550

Members: Free  Non-members:$20

Objectives:

·         Process of a practice transition

o   The seller’s process – when you are thinking of selling your practice (things to think about, what experts to contact such as CPA/attorney/broker/bank, doing your due-diligence on the buyer

o   The buyer’s process – what to consider when you are thinking of buying a practice

·         Price, Value & Potential

o   Common mistakes buyers make and how to avoid them

o   Practice Valuation

·         Banking, Legal & Tax

o   Protect yourself legally

o   Tax implications

o   Understanding financing options

·         The Building

·         Next Steps for new buyers

o   Financial preparedness as a new owner

·         Next Steps for sellers

Instructor: Michael Huynh and Bonnie Vieira with Columbia Bank

Date: 05/11/2023 (Thu.)

Time: 6:00pm - 8:00pm PDT

Location: West Ortho

1475 East McAndrews Rd, Medford, OR 97504

Created by:

Cameron Cutler