Robert Montgomery, Esquire and his team of lawyers will be tackling several important legal and business issues that all dentists need to understand and be concerned about. The format of the sessions will feature a less structured dialogue between the professional and expert panelists on these important topics. Attendees are encouraged to email questions they may have on the topics being discussed in advance to Rob at Rob@RMontgomery-Law.com or by submitting them at www.YourDentalLawyer.com and or submit them on the Reservation Form. We will try to incorporate them into the discussion.
In this session, Robert Montgomery, Esquire and his colleague Justin Weaver, Esquire will discuss practice transitions and, more specifically, preparing and negotiating sale and purchase agreements, including potential pitfalls to avoid. Joining them in the discussion will be John Cataldo, CPA, a dental industry-focused accountant, who will talk about the process of valuing practices for sale, purchase and practice buy-ins. Finally, Dr. Paul Goodman, a practicing dentist, practice consultant and dental practice broker (and many other things) will join in to discuss what to look for (and avoid) when dealing with a dental broker.
In the first part of the evening, Rob and his colleague Justin Weaver, Esquire will discuss associate employment agreements from both the practiceâ€™s and associateâ€™s perspective. The conversation will include a discussion of the role and significance that restrictive covenants play in agreements and the impact that they can have (negative and positive) on a practice transition.
In the second part of the evening, Rob and his team will discuss dental office leases which are a critical part of any practice; as Rob likes to say, "without an office, you canâ€™t have a dental office." Rob will discuss the lease negotiation process, important terms to look out for and, again, how an office lease can impact a practice transition (for better and worse). Joining Rob on this topic will be Brian MaddenK of Carr Healthcare Realty that is a dental-focused national healthcare real estate company which represents tenants and buyers in office leases and real estate purchases. Rob and Brian will chat about the best practices for identifying and entering into an office lease and how and when to negotiate with a landlord for the renewal of an existing lease.
Finally, Deborah Shepherd of Citizen Bankâ€™s dental banking division will join in to discuss the lending process for building out a new dental office or expanding an existing dental office- what to look for and what steps to take when.
The information contained in these presentations will be prepared by the speaker/s and is not intended to provide either legal or professional advice, and cannot address every federal, state, and local law that could affect a dentist or dental practice. PCDS makes no representations or warranties of any kind about the completeness, accuracy, or any other quality of the information presented and nothing discussed represents advice or opinion as to any particular situation attendees may face; for that, it is necessary to consult directly with a properly qualified professional or with an attorney admitted to practice in your jurisdiction for appropriate legal or professional advice.
4 HOURS TOTAL CE CREDIT (2 HOURS PER SESSION)
NOTE: These sessions do not qualify for CE credit for Pennsylvania dental relicensure requirements.
Includes refreshments and free parking
Dave & Buster's
325 N. Columbus Blvd.
Philadelphia, PA 19106
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