Practice Transitions
Vancouver, Canada
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
OUTLINE
This seminar offers a comprehensive guide to navigating the complexities of buying or selling a practice, bringing on (or becoming) an associate or junior partner, and related issues. We cover everything from the basics, like "when is the right time to retire?", to specifics, such as how practices are appraised and how to structure the sale or buy-in to maximize tax benefits. Both buyers and sellers will gain insights into structuring fair transactions, avoiding common pitfalls, and maximizing long-term benefits. Often, both parties attend this seminar together to learn the issues and how they can be fairly resolved. By the end, you'll have a clear roadmap for successfully managing a practice transition, with a focus on financial, legal, and tax considerations.
COURSE OUTLINE:
The seminar will cover the pros and cons of the various issues from each side's point of view. This is an intensive course which will include such topics as:
- When is the right time to retire?
- Finding a buyer or seller with or without a broker
- How practices are valued and how transactions are structured to maximize tax benefits
- Associate to partner – compensation, non-competes and the buy-in discussion
- The common blunders doctors make when selling or taking on a partner or associate
- Key partnership concepts: allocation of earnings and profits, voting, and a partner's exit
- DSO vs. traditional sales – when the DSO could make sense
- Post-sale considerations and preparing for retirement
Upon completing this course, the attendee will be able to:
- Take the appropriate steps to prepare to sell or buy their practice.
- Exercise common practice valuation methods.
- Know how to apply for financing and have an understanding of financing strategies.
- Apply basic contract negotiation strategies.
- Communicate effectively with their consultant or attorney to ascertain their preferred legal and tax structure for their practice transition.
- Better understand the tax implications and benefits that are associated with buying (into) or selling a practice.
- Understand what happens to a corporation at retirement.
HOTEL/RESORT
Executive Hotel Le Soleil
Room rates are $523 CAD/~$383 USD (plus taxes) per night.
Nestled in the heart of downtown Vancouver, this boutique hotel welcomes guests with its European-inspired luxury and exceptional service. Visitors can enjoy the hotel's sophisticated accommodations, fine dining at the Copper Chimney restaurant, state-of-the-art fitness facilities, and easy access to Vancouver's most iconic attractions.
https://www.lesoleilhotels.com/vancouver/
SCHEDULE
Meeting Dates:
July 26, 2025
Please arrive at the meeting room between 8:15 a.m. and 8:30 a.m. on Saturday, July 26, to sign in and receive course materials. The lecture will be held from 8:30 a.m. to 5:00 p.m. on Saturday with question-and-answer periods after the meeting. Outlines will be used as a guide to the course.
All course material will be provided while checking in on the first day. For complete candidness, tape recorders will not be allowed at the program.
REGISTRATION
Early Bird pricing is valid only till 60 days prior to the event. To receive Early Bird pricing, use promotion code earlybird50 at checkout.
- Regular pricing is valid if registering within 60 days of the event.
- At the Door pricing is applicable if registering on the day of the event.
- Attendance at the programs is limited to doctors and their spouses, and key office staff members, except by special permission.
SEMINAR ATTENDEE BONUSES
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Bigger Bonus for doctors who have attended 3 seminars in the last 5 years and bring a new dentist or veterinarian colleague, your registration is a gift from us—up to a $1500 value!
SPEAKER
Brandon Collier
Brandon is an expert attorney who specializes in representing the dental profession. He has headed the 50-year firm since 2010. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He writes the popular Collier & Associates Advantage Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a bachelor's degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Master's Degree in Taxation from the New York University School of Law.
Financial Disclosure: Brandon is the President of Collier & Assosciates, Inc. and a Partner in Collier & Associates Co., L.P.A
Seminar Registration
Promo Code: earlybird50
EARLY BIRD SPECIAL IF RESERVED BY MAY 27, 2025: Doctor Only: $1165 | Doctor & Spouse: $1300
AFTER EARLY BIRD PRICING: Doctor Only: $1215 | Doctor & Spouse: $1350
If you have any questions, please call 216-765-1199 for more information.
Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2024 - September 30, 2028
Provider ID #209852
Collier and Associates, Inc. is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Collier and Associates, Inc. designates this activity for 8 continuing education credits.
CANCELLATION POLICY:
We understand that emergencies arise. If you can't make it to a seminar, please inform us in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified in writing of the cancellation at least 30 days prior to the scheduled event date. No refunds are possible after this timeframe. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only. Account credits must be used within one year of the issue date.
* Collier & Associates, Inc. is not responsible for reimbursement of any registrant's expenses related to a cancelled or postponed seminars. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, C&A would very much appreciate your informing us as soon as possible of any cancellations intended so that we can alert those who are on waiting lists, which allows them time to schedule their flights. Thank you for your cooperation!
Travel Insurance Options
C&A has partnered with Travel Guard and CSA Travel Protection (Generali) to help attendees feel secure while traveling. Click on an image below to obtain coverage information and build your quote.
Please note that while Collier & Associates, Inc. is authorized to sell Travel Guard (AIG) and CSA products, our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard or CSA agents should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
CSA Customer Service Line: 800-348-9505