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Thinking About Selling Your Practice and Retirement? Ideas For the Mid-Career Dentist
Address: 622 3rd Avenue 9th floor, NY
Members: FREE!
Non-Members: FREE!
Register Here!
Lecture Description:
This is a FREE program for all members and non-members. It will focus on the needs of the mid-career dentist who has been in practice 20-30 years and should be beginning to think about his/her exit strategy from the profession. It's never too early to plan for this extremely important aspect of your career - and enjoy your post-dental life to the max.
WE ENCOURAGE MEMBERS TO INVITE A NON-MEMBER TO JOIN THEM AS IT WILL BE A VERY INFORMATIVE PROGRAM!!!
Raffles and wine tasting will follow the program. Raffle items include consultations with Mark Epstein and Mitchell Brill, wine, and a $400 certificate toward a pair of Univet Loupes. **This last item will be available to non-members and members who invited a non-member.**
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Topics will include:
- How to prepare for the selling process
- Insights into maximizing your practice value
- Understanding the tax implications of selling
- Giving you the best opportunity to "cash flow" the rest of your life
- Protecting your assets
Speaker Information
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Mitchell Brill, JD, MSFS, CFP, CAP
Mitchell Brill, JD, MSFS, CFP, CAP is a Managing Director of Altium Wealth Management. He has extensive experience in the areas of securities, financial services, estate planning, business exit strategy planning and executive benefits. In 2003 he founded his own financial services firm, Elite Strategic Partners. He regularly lectures to professional organizations regarding the creation of efficient financial strategies and portfolios for both individuals and businesses.
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David J. Goodman, CPA, MST, PKF O'Connor Davies
David J. Goodman, CPA, MST, PKF O'Connor Davies is a Dental Practice Leader with PKF O’Connor Davies, LLP a member of the Academy of Dental CPAs. He has over 35 years of experience working with dentists in all stages of their careers. Before joining the PKFOD, David was Managing Director of LB Goodman & Co. David is often invited to speak to dentists on tax-related, practice management and growth topics. He is a national speaker on a variety of dental practice related topics and is known for his practical, educational and entertaining style.
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Mark Epstein, Epstein Practice Brokerage, LLC
Mark Epstein, Epstein Practice Brokerage, LLC - Mark Epstein, President of EPB received his Bachelor of Science Degree in Finance from Syracuse University School of Management in 1986. He then worked at PNC Bank’s Medical/Dental Lending Group as a financial analyst/lending officer. In 1988, he founded Epstein Practice Brokerage LLC. Since then, Mark has sold hundreds of dental practices. He has given numerous lectures at the New York County Dental Society, New Jersey Dental Association (NJDA), Ninth District Dental Association, and several other large and small dental study clubs. He speaks on in-depth topics regarding dental practice transactions. Mark is regarded as one of the top dental brokers in the United States and is a past president of the National Association of Practice Brokers (NAPB).
