FDC2023 Session Directory
Are You Ready for Ownership or Retirement? Start Planning Today!
Course Code: NC10
Speaker: Mr. Greg Jones
Co-Speaker(s): Mr. Michael DeMeola, CPA, CVA, CFE
Co-Speaker(s): Mr. Jason Kaplan, JD
Start: Friday, June 30, 2023, 2:00 PM
End: Friday, June 30, 2023, 5:00 PM
Track: FINANCIAL, SPECIAL INTEREST
Audience: Dentists
Speaker: Mr. Greg Jones
Co-Speaker(s): Mr. Michael DeMeola, CPA, CVA, CFE
Co-Speaker(s): Mr. Jason Kaplan, JD
Start: Friday, June 30, 2023, 2:00 PM
End: Friday, June 30, 2023, 5:00 PM
Track: FINANCIAL, SPECIAL INTEREST
Audience: Dentists
REGISTRATION CATEGORY |
EARLY 4/14 |
REGULAR |
ONSITE 6/16 |
DENTIST - FDA/ADA MEMBER |
$0 |
$0 |
$49 |
NON-MEMBER DENTIST |
$49 |
$49 |
$59 |
Description:
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 respective fields will teach you the ABCs and 1-2-3s of what dentists need to know to confidently 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 careers. 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.
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 respective fields will teach you the ABCs and 1-2-3s of what dentists need to know to confidently 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 careers. 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):


About the speaker: Bachelor’s degree in business administration, Florida Atlantic University; broker associate, Doctor’s Choice Practice Transitions LLC.
Disclosure: I or members of my immediate family have a financial relationship with Doctor's Choice Practice Transitions LLC that may be relevant to this presentation.
About the speaker: Bachelor’s degree in accounting, St. Leo University; certified public accountant, 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.
About the speaker: Juris doctorate, Oklahoma City University; founder, Palm Beach Law Group.
Disclosure: I or members of my immediate family have a financial relationship with Digital Resource and Doctor's Choice Practice Transitions LLC that may be relevant to this presentation.
(c) 2023, Florida Dental Association