Event Overview
Course Description:
This presentation covers guidelines for both the seller and buyer of a practice. Topics include steps for preparing a practice for sale, the buyer’s team, other key points such as identifying the right fit, location, fee-for-service versus PPO, HMO, or Denti-cal.
Presenters:
Art Wiederman, CPA, Dental Division Director | Eide Bailly
For more than 35 years, Art Wiederman has specialized in serving dental practices in the Southern California area. He oversees a variety of professional services including accounting, tax compliance and planning, financial planning, retirement planning and financial practice management consulting. Art is a Senior Manager on Eide Bailly's team that specializes in serving dental practices.
Art’s expertise is not only in taxation issues for dentists, but also in knowledge of dental practice metrics and benchmarks. He can look at a dentist’s profit and loss statements and practice management reports and identify profit holes in the practice. In addition, Art is adept at buy-in and buy-out consulting, practice start-ups, compensation plan development, operation evaluations, and litigation support for dentists.
As a thought leader in dental practice accounting and financial management, Art is a regular lecturer at state, local and national dental conferences, dental societies and dental schools. He is a founding member of the Academy of Dental CPAs (ADCPA) and hosts the podcast “The Art of Dental Finance and Management.”
Kathleen Johnson | Kathleen Johnson Consulting
President of Kathleen Johnson Consulting a “hands on” in office dental management consulting firm dedicated to the principles of fair business practices, the management profession, and business ethics. Keeping abreast of current and burgeoning trends in dental insurance, management, and implementing those we believe will be most beneficial to our clients is vital to our business practice. Our goal is to create a patient centered practice, increase profitability, maximize software programs, training on how to go chartless and assist our clients in the role of CEO leadership.
Kathleen Johnson is a dental practice management and transition consultant with 38+ years in the dental field. Kathleen is known for her comprehensive due diligence practice evaluations and chart review.
Kathleen offers buyers transition consulting and coaching services, keys to a smooth transition with staff and patients. She has helped dentists confidently transition into retirement, assisting a new dentist with finding the “ideal practice,” or helping a dentist find new passion in her or his business, Kathleen provides the support and expertise dental professionals need to make it happen!
Art Wiederman, CPA, Dental Division Director | Eide Bailly
For more than 35 years, Art Wiederman has specialized in serving dental practices in the Southern California area. He oversees a variety of professional services including accounting, tax compliance and planning, financial planning, retirement planning and financial practice management consulting. Art is a Senior Manager on Eide Bailly's team that specializes in serving dental practices.
Art’s expertise is not only in taxation issues for dentists, but also in knowledge of dental practice metrics and benchmarks. He can look at a dentist’s profit and loss statements and practice management reports and identify profit holes in the practice. In addition, Art is adept at buy-in and buy-out consulting, practice start-ups, compensation plan development, operation evaluations, and litigation support for dentists.
As a thought leader in dental practice accounting and financial management, Art is a regular lecturer at state, local and national dental conferences, dental societies and dental schools. He is a founding member of the Academy of Dental CPAs (ADCPA) and hosts the podcast “The Art of Dental Finance and Management.”
Kathleen Johnson | Kathleen Johnson Consulting
President of Kathleen Johnson Consulting a “hands on” in office dental management consulting firm dedicated to the principles of fair business practices, the management profession, and business ethics. Keeping abreast of current and burgeoning trends in dental insurance, management, and implementing those we believe will be most beneficial to our clients is vital to our business practice. Our goal is to create a patient centered practice, increase profitability, maximize software programs, training on how to go chartless and assist our clients in the role of CEO leadership.
Kathleen Johnson is a dental practice management and transition consultant with 38+ years in the dental field. Kathleen is known for her comprehensive due diligence practice evaluations and chart review.
Kathleen offers buyers transition consulting and coaching services, keys to a smooth transition with staff and patients. She has helped dentists confidently transition into retirement, assisting a new dentist with finding the “ideal practice,” or helping a dentist find new passion in her or his business, Kathleen provides the support and expertise dental professionals need to make it happen!
Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.
Cost
Free