When

Friday, March 16, 2018
from 7:30 AM to 9:30 AM CDT
Add to Calendar 

Where

Maggianos Little Italy
1901 Woodfield Rd
Schaumburg, IL 60173  

 
Driving Directions 

Contact

Maureen Uy 
Independent Dental Advisors - Chicago 
(414) 351-1111 
info@uycc.com 
 

 

                                     Sponsors:   



Friday March 16th, 2018 - Free Breakfast Seminar

Join us the evening of Friday, March 16th at 7:30am, in Schaumburg, IL at 

Maggiano's Little Italy for a free breakfast and an interactive seminar on 

Selling Your Practice 

What to do Before, During and After the Sale
 
 
 
 
 

You’ve worked your entire professional life building your practice with the expectation that you will be able to sell for a modest profit and live comfortably in retirement.  In reality, there are many potential missteps along the way that could negatively impact your ability to retire when and how you originally expected.  Creating a coherent exit strategy that is tied to a financial plan may help you obtain optimal value and meet your retirement lifestyle goals.
 
 
 
 
 
This presentation will explore all facets of an exit strategy, from preparing a practice for sale to life after ownership. Presenting will be Craig Castelli of Caber Hill Advisors and David Zemon of MEDIQUS Asset Advisors, Inc. Messrs. Castelli and Zemon will cover topics including: practice valuation, common transaction terms, tax implications, financial planning, risk analysis and estate planning. Practice owners can expect to leave this talk with a firm understanding of how to prepare their practice and themselves for such an event, with clear action items that they can implement the moment they return to the office.

Practice owners can expect to leave this talk with a firm understanding of how to prepare their practice and themselves for such an event, with clear action items that they can implement the moment they return to the office.

Key learning points:
  1. Understand the impact of a seller’s corporate entity type (C Corp, S Corp, LLC, etc.) on the sale of their practice
  2. Understand the impact of the Tax Cuts and Jobs Act (2017 tax reform) on opportunities for both growth and exit 
  3. Identify unique strategies and tactics to position a practice for sale and to position yourself for a more enjoyable retirement
  4. Define the most logical buyer(s) for your practice


Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member:  FINRA/SIPC. Investment Advisory Services offered through Mediqus Asset Advisors. Mediqus Asset Advisors, Caber Hill Advisors and Ausdal Financial Partners are independently owned and operated.