Florida Dental Convention

FDC2021 Session Directory

Are You Ready for Ownership or Retirement? Start Planning Today!

Course Code: NC11
Speaker: Mr. Greg Jones
Co-Speaker(s): Mr. Michael DeMeola, CPA, CFE
Co-Speaker(s): Mr. Jason Kaplan, Esq.
Start: Saturday, June 26, 2021, 9:00 AM
End: Saturday, June 26, 2021, 12:00 PM
Audience: Dentists, Dental Student


Thinking about practice ownership or retirement? Whether you are ready to transition now or in five years, this crash course presented by some of the top professionals in their respected fields will teach you the ABCs and 1-2-3s of what dentists need to know to confidentially put together a successful practice transition plan. During this lecture, attendees will receive insight on important considerations, including market conditions and trends, legal review and buyer strategies when planning the next step in their career. This lecture will detail the process of buying and selling dental practices. The speakers will review how to properly structure a practice to reduce tax liability, examine non-compete agreements, discuss purchasing issues, compare real estate versus leases and explain dental board compliance. Attendees will have the opportunity to ask questions and surround themselves with peers who may be facing the same reality.

Learning objectives:

Participants will be able to: 

  • understand what a dental practice is worth and what determines the value. 

  • learn how to prepare for a practice transition. 

  • better understand associated taxes, allocation and how to minimize cost. 

  • recognize legal aspects of transitions and why it’s important. 

  • prepare business financials and documentations. 

  • understand buyer strategies to find the right dental practice. 

  • determine if selling to a dental service organization is appropriate.  

  • learn how to finance the purchase of a practice with no money down. 

  • identify what the buyer considers when purchasing a practice. 

  • learn more about startups and commercial real estate. 

Full Sponsor(s):

Doctor's Choice

Speaker: Mr. Greg Jones, Doctor's Choice

About the speaker: Bachelor's degree in business administration, Florida Atlantic University; broker associate, Doctor's Choice.

Disclosure: I or members of my immediate family have a financial relationship with Doctor's Choice that may be relevant to this presentation.

Co-Speaker: Mr. Michael DeMeola, CPA, CFE, Getsee & DeMeola, LLC

About the speaker: Certified public accountant, State of Florida Board of Accountancy; certified fraud examiner, Association of Certified Fraud Examiners; adjunct professor, College of Central Florida.

Disclosure: I or members of my immediate family have a financial relationship with Getsee & DeMeola LLC that may be relevant to this presentation.

Co-Speaker: Mr. Jason Kaplan, Esq., Palm Beach Law Group

About the speaker: Juris doctorate, Oklahoma City University; former legal intern, U.S. Judge Advocate General Corps. Office; founder, Palm Beach Law Group.

Disclosure: Neither I nor members of my immediate family have any financial relationships with commercial entities that may be relevant to this presentation.

(c) 2022, Florida Dental Association