Melbourne, AUSTRALIA

THIS EVENT HAS CONCLUDED

From: 9:00 AM Saturday, 14 October, 2023

To: 5:00 PM Saturday, 14 October, 2023

TOTAL CPD AVAILABLE FOR THIS EVENT: 6 HOURS

6 CPD HOURS

This event includes information on the following topics:

The intended audience for this event includes:

In practice sales you don’t get the result you deserve… you get the result you create!

Get the best possible return for one of your greatest assets.

Vital information for anyone within their last 5 years of ownership!

Topics include:

  • Exit planning how to get your practice ready to sell
  • Various exit strategies, including walk-in walk-out, the incremental sale, sell and stay on and grandfather
  • Succession Planning – what you need to do now to prepare (and how to manage the transition to retirement)
  • Valuing Dental Practices – what is the value in your dental practice and how to quantify?
  • Legal agreements
  • Effective strategies for transferring patients effectively from seller to buyer
  • What to do next post sale - volunteer dentistry, locum, structure working part time, or retire
  • Understanding what you are selling
  • Does your current structure provide for succession?
  • Tax implications and strategies for selling
  • Superannuation strategies on the sale of your business

Learning Objectives

  • Preparation work - how do you get your practice ready in order to sell?
  • Learn which exit strategy option is right for your practice and why
  • What to do if you plan to sell your practice in the next year... how to increase its value and what not to do
  • Understanding the different accounting considerations
More info

Mr Simon Palmer

BA, BEc

Practice broker Simon Palmer has sold hundreds of dental practices throughout his 20-year career, helping dentists prepare their practices for sale and achieve the best possible results and terms. ...

More info

Mr Mark Fitzgerald

More than 30 years’ experience as a commercial and corporate lawyer in Perth and Melbourne has shaped Mark’s pragmatic and solutions-driven approach to practice. Since establishing the firm’s...

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Mrs Ursula Coetzee

Ursula is a results orientated and dedicated financial specialist with over 17 years banking experience. With a natural flair for building relationships, Ursula is tireless in her pursuit of the be...