DENTAL PRACTICE MANAGEMENT SOLUTIONS

Montgomery Bucks County Dental Society

Please stop by and say hello! 

Legacy Practice Transitions will be a table sponsor for the Montgomery Bucks County Dental Society the evening of February 24, 2020.  Catherine will be there as Legacy's representative and in support of the MBCDS.  She hopes to meet you there! 

M2 Dentistry for Children and Teens Event Hosts

Catherine Etters along with Legacy Practice Transitions are proud sponsors for M2 Dentistry for Children and Teens Program, "A New Generation for Cosmetic Dentistry: Conservative Treatment for the Selfie Culture" and "Everything from Sealants to Stainless Steel Crowns: A Pediatric Dentistry Update"

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If you attend please be sure to stop by our booth and say hello!  Catherine will be there between 8:00 AM - 4:00 PM

Not registered?  It's not too late! To register: M2Dentistry@yahoo.com or 717-397-7750

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Building Wealth Through Practice Transitions: What You Need To Know

Learn creative and unique options to boost your financial accumulation, quality of life and peace of mind through your practice.

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Learn key considerations in preparation for a transition.

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Build your knowledge about practice options, what is involved and what the possible outcomes will be. 

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Develop a plan for how these options fit into your timeframe.

Exploring Transitions: Buy-Ins and Buy-Outs for Dentists

Earn 1 CE Credit.

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If you've contemplated any of the following, join us and put your mind at ease:

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"Who will take over the practice when I'm ready to retire?" 
"What is the best method to structure a deal to sell my practice?"
"How do I achieve financial independence?"
"Is it possible to work fewer hours and pursue other interests?"
"How do I obtain freedom from practice management responsibilities?"

Seminar Series - Dental Studies Institute - 3 CEU's

Transitions for Everyone at Every Stage  and  Performance Indicators: Benchmarks for Practice Effectiveness.  Doctors and Spouses Only.

 “Transitions For Everyone at Every Stage” - Transitions doesn’t have to mean retiring. Whether you are in the growing stage of your practice, at peak, or winding down there are transition options for everyone at every stage of their career. Learn some of the creative and unique options that will boost your financial accumulation, quality of life and peace of mind through your practice.

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“Performance Indicators - Benchmarks for Practice Effectiveness” - Learn methods to grow your practice, increase profitability, create greater team communications and enhanced patient service. Identify untapped opportunities and areas of your day-to-day operations that could be enhanced.

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Successful Dental Transitions

Transitions doesn’t have to mean retiring. Whether you are in the growing stage of your practice, at peak, or winding down there are transition options for everyone at every stage of their career.   

Our guest speaker Catherine Etters will help to educate you on the following topics:

• Learn some of the creative and unique options that will boost your financial accumulation, quality of life and peace of mind through your practice

• Learn key considerations in preparation for a transition

• Build your knowledge about practice transition options, what is involved and what the possible outcomes will be

• Develop a plan for how these options fit into your timeframe

• Learn the life cycle of a dental practice and the types of appropriate transition options for each stage

The event will also be a chance to consult the following dental industry experts:

• Brian Madden – CARR Healthcare Realty

• Chad Shank – M&T Bank

• Lee Sheilds, CPA – Friedman, LLP

• Matt Bagell, CPA – Bridge Wealth Advisors

• Rishi Desai – RKD Law, LLC

• Laura Myers -Consultant, Etters Group

These experts can answer questions about the following: 

• practice evaluations

• wealth management

• financing

• contract services

• real estate

• legal

• tax strategies

• practice growth and profitability

Don't Gamble On Your Future: Plan Your Transition Plan

Life changes are frequently faced with anxiety and fearfulness.  We understand that and want to empower you to plan the next stage of your life fearless.The issue is today's world is the information overload that is consistently around us. How do you know what is good advice and what is not? To assist in helping prepare you for the future, we've gathered a dental expert panel. We've taken the collective knowledge of many various professionals and brought them to you in a casual discussion format.  

We are an:  IT and Cybersecurity Expert, Dental CPA, Practice Consultant, Certified Financial Planner, and a Dental Transitions Analyst. The morning will not be a stuffy presentation where you will be forced to sit and listen. We view the best use of our knowledge is to provide answers to your questions and interact together. Our goal for the event is for you to have a clear path forward on how you want to plan and execute the strategy for the next stage of your life. 

Topics we aim to cover include:

-How to take steps to protect you and your practice from cybersecurity threats adequately. 

-How to determine the best method to structure a deal to sell your practice. 

-How to tax plan to allow for more of your practice sale to stay in your pocket. 

-How the new tax law changes affect selling your practice. -Areas to improve your practice to increase the selling price. 

-How to make partnerships, associateships, and office sharing arrangements work. -How to determine who is a financial advisor and who is a financial salesperson. 

-How to think and plan for health care costs in retirement. 

- A natural process to quantify the risks you are taking in investing.

The event will also be a chance to consult the following dental industry experts:

• Isaiah Douglass of ID Financial

• Kirsten Toler of Friedman LLP

• Laura Myers of the Etters Group

• Todd Schorle of TS Tech Enterprises

These experts can answer questions about the following: 

• Practice Evaluations and Transition Options

• Wealth Management

• Tax Strategies

• Practice Growth and Profitability

• Cyber Security and Technology