Smart Start Seller Guide to Exit Ownership - 3 Part Series

Starts:  Sep 28, 2020 6:00 PM (PT)
Ends:  Oct 1, 2020 7:00 PM (PT)
Associated with  Orange County Dental Society
Monday, September 28, 2020 (6PM-7PM)
Part 1: Personalized Buyer Plan
  • Eliminate your fears and prepare with confidence
  • Understand your financial readiness
  • Become clear on the best practice fit for you
  • Choose the right advisors for your transition journey
Wednesday, September 30, 2020 (6PM-7PM)
Part 2: Comprehensive Due Diligence Plan
  • Understand due diligence, transparency and responsibility
  • Identify the value in comprehensive due diligence
  • Recognize how data verification and systems breakdown work
  • Learn how to utilize due diligence results to gain success
Thursday, October 01, 2020 (6PM-7PM)
Part 3: Finalize Your Purchase Plan
  • CPA financial audit review (Buyer CPA)
  • Attorney explanation of LOI (letter of intent)
  • Lease review and negotiation factors
  • Finalizing the Purchase and Sales Agreement
No CE Units will be given


Online Instructions: