Sydney, AUSTRALIA

THIS EVENT HAS CONCLUDED

From: 9:00 AM Saturday, 7 September, 2024

To: 4:00 PM Saturday, 7 September, 2024

TOTAL CPD AVAILABLE FOR THIS EVENT: 6 HOURS

6 CPD HOURS

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 Shane Morgan

Shane Morgan joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within the Specialist Dental/Medical Division and also has a particular interest in Self Managed Supe...

More info

Ms Georgina Odell

Georgina has more than 19 years’ experience as a commercial lawyer in the UK and Australia. She is known for her detailed background in commercial and banking transactions and documentation, ...