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SDAGD – Obstacles to Overcome: Path to a Successful Practice Transition

October 15 @ 5:30 pm - 9:00 pm

Details:

Date: TuesdayOctober 15th, 2019
Time: 5:30 pm to 9:00 pm – presentations will start promptly at 6:15 pm
Speakers: Rhuan Rogerio, Sean Sullivan, Scott Lyons, Matthew Odgers
Location
: Season’s 52 at UTC Mall – 4505 La Jolla Village Dr. San Diego, CA 92122
Tuition: Free for Doctor’s,  Spouses are Welcome. Food and drinks are provided.
Space is limited!

Course Summary:

A successful practice transition brings great benefits for both parties. It begins with strategic planning, and the expert help from trusted advisors that can help you navigate through all the steps needed to prepare the practice for sale and bring into market. If you are 10, 5, 3 years away from selling, or if you are ready to sell you practice now, come and join us for an evening dinner event and hear from an expert team of trusted advisors that can help you successfully transition your practice. During this course we will discuss the following topics:

  • Investing in Practice Growth and preparing for a potential sale – Presented by Wells Fargo Practice Finance: Rhuan Rogerio
  • The Sale Process and setting the right expectations  – Presented by DDSMatch – Sean Sullivan
  • Tax Strategies in preparation of the sale (Seller’s view and Buyer’s view) – Presented by Lyons Accountancy Group – Scott Lyons
  • Preparing all Legal Documentation and post-sale expectations – Presented by Odgers Law Group –  Matthew Odgers

Presenters Bio:

Rhuan Rogerio: Rhuan Rogerio is the Business Development Manager for Wells Fargo Practice Finance in Southern California, helping Healthcare Practitioners in all of their Private Practice Finance needs, from equipment purchases, practice loan refinances, helping new doctors acquire or start new practices, buying owner occupied commercial properties, expanding and remodeling their practices, etc., managing relationships in San Diego County, Inland Empire Region, and Imperial County. Rhuan has over 15 years of experience in commercial credit review and analysis and enjoys utilizing his experience to help doctors successfully transition into practice ownership, and continue helping existing doctors expand and grow their practices.

Sean Sullivan: An NYC and Pittsburgh, PA transplant, Sean graduated from SDSU with a BS in Business Administration and Marketing. He’s a dental industry veteran with more than 29 years of leadership experience as a sales representative and General Manager with Patterson Dental. He’s recently leveraged his skills to invest in his own company, ddsmatch So Cal. As a dental practice broker he only represents the seller and features the Trusted Transition Process to identify the ideal match for a smooth practice transition. 

Scott Lyons:  Scott Lyons holds a degree in accounting , and Juris Doctorate and a Master in Laws in taxation and is a graduate of the university of Arizona and the University of San Diego. A member of both the California Society and the American Institute of Certified Public Accountants, Scott is a licensed certified public accountant in California and Arizona. He is also a Real Estate Broker. Scott has over twenty five years of accounting experience.

Matthew Odgers: Attorney Matthew W. Odgers is the owner and founder of Odgers Law Group, a dental law firm based in San Diego, California. The practice services clients throughout California with an emphasis on practice sales, associate employment agreements, dental office leases, partnerships, and estate planning for dentists. After graduating from Purdue University in three years with a Bachelor of Arts in Political Science, Matthew Odgers spent a year in Seoul, Korea teaching English. From there he moved back to San Diego where he started law school and developed a passion for healthcare law. In 2013 Attorney Odgers decided to branch out and start up his own firm to better serve the legal business needs dentists.

Registration:

Seating is limited. Please RSVP at your earliest convenience to guarantee your spot.
To RSVP, please contact:
Monique Payan
[email protected]
Cell (760) 484-6766

Rhuan Rogerio
[email protected]
Cell (858)357-7416

Sponsored By:

 

Details

Date:
October 15
Time:
5:30 pm - 9:00 pm
Event Category:

Organizer

Zeynep Barakat
Email:
sandiegoagd@gmail.com
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