One thing in life is certain, everything comes to an end. How will you leave your legacy? Far too often we hear "if only." If only, I would have prepared myself years ago? If only, I wouldn't have taken my foot off the gas in my practice? If only, I would have taken more time on the more important things in my life. No matter what stage of your career you're in, "start with the end in mind." Leave a Legacy you can be proud of without regret.
- When is the best time to sell your practice
- How to maximize the practice value
- The importance of transitional timing
- The key to analyzing your finances
- Planning for your retirement
- Understanding the sales process and legal considerations pre and post-sale
About the Speakers:
Bob Affleck, Citi Practice Finance Specialist
Bob has helped thousands of dentists finance and transition in and out of their practice for over 29 years now. His passion is to help his clients Prepare for Practice Ownership, Grow and Expand their practice to help them to leave a legacy they can be proud of. He is currently working with Citibank Healthcare Practice Finance to grow and expand their practice finance division.
Cecilia Chen, Esq., Law Offices of Cecilia Chen
Prior to starting her own firm, Cecilia worked at two corporate boutique firms in Virginia and San Diego doing complex M&A transactions, corporate financing for start-ups, and commercial lease drafting. Her experience as a corporate attorney has assisted her immensely in her own practice serving dentists, orthodontists, veterinarians, optometrists, and dental labs throughout the country. Today, she provides counsel to clients on purchase and sale transactions, contracts and leases, partnerships and buyouts, entity formation, and dental service organizations. Ms. Chen is admitted to the bars of California and Virginia and is an active member in the San Diego County Bar Association and Lawyer's Club.
Dinner will be served
No CE Credits will be provided
FREE OCDS MEMBERSHIP BENEFIT