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Prepare for an ELITE exit

Maximize transaction value, on your terms and without regret!

You have received an invitation to this exclusive event because:

  • You own a Doctor founded, debt-funded group or single practice with revenues over $5 million.  
  • You are considering selling the practice to a DSO or other corporate or financial buyer.
  • Your timeline for sale is within the next 3 years.
  • You want to maximize your transaction value, on your terms and without regret.


What you will learn in this Seminar

Most dental business owners are not aware of critical elements related to transaction preparation and the time required to truly prepare themselves and the business for sale.  The agenda has been carefully crafted to help you understand key concepts to achieve an ELITE exit.  

7:30 – 8:30                  Breakfast

8:30 – 9:00                  Introduction and Overview

9:00 – 10:00                Preparing for the ELITE Exit, Financial Considerations:  Whole Balance Sheet Approach, Cash flow planning, Deal terms sensitivity analysis, Gap analysis.  Transaction preparation gotchas.  Brett Miller CPA, CFP® , CIPW Dental

10:00 – 11:00              Valuation Concepts:  How Do Buyers Value Your Business?  TBD, TUSK Partners

11:00 – 12:00              Legal Structure and Due Diligence:  Key documents, Letter of Intent, and negotiations.  Dykema DSO Industry Group

12:00 – 1:00                Lunch:  Informal table discussions with presenters and staff

1:00 – 2:15                  A tour of The I.M.G.O.O.D. Checklist™ Panel discussion:  What the buyer wants and will pay for.  Mike Quinlan, CExP, Dee Fischer, Amol Nirgudkar, Kevin Cumbus, Gary Bird

2:15 – 3:00                  Your Financial Statements, The First “O”:  Tax considerations and optimization for transaction. Mark Rudolph, CPA Elliott Davis LLC

3:00 – 4:00                  Maximizing Transaction Value, It’s Not All About The Number:   M&A representation, creating competition, and defending value through the purchase agreement.  Kevin Cumbus, TUSK Partners

4:00 – 5:00                  Selling Without Regret And Joining The ELITE 3%:  Making your transition and living with purpose.  Charlie Jordan, CPA, CFP®-Brightworth

5:15 – 7:00                  Cocktail Hour:  Rooftop lounge.  Informal discussions with presenters and staff

Kimpton Tryon Park Hotel

Charlotte, NC. November 18, 2022

Charlotte is the heart of the New South — modern and forward-thinking while embracing its Southern roots. Nods to the grandeur of the south are sprinkled throughout the design of the hotel, thanks to polished marble finishes, mahogany woodwork, and dramatic crystal chandeliers, all among a sleek backdrop of glass and steel. The introduction to this reimagined southern vibe begins in our chic lobby, where a 3-story crystal light sculpture, grand staircase, and a Sweet Tea bar greet guests. Striking views of Uptown Charlotte through floor-to-ceiling windows in our 217 rooms and suites welcome travelers, where lush tufted headboards, soft linens, and mood-setting dimmers also bring a distinct sense of comfort. Then there’s our enviable location, steps from lively recreation at Romare Bearden Park, BB&T Ballpark, and the Spectrum Center. Selecting the button below will apply our event corporate rate to your reservation.