Associate to CEO: Steps to Take When Considering Practice Ownership

  • Friday 1/28/2022
  • Time: 2:00 - 4:00 pm
  • Course Code: 494RL
  • Cost: No Charge
  • Room Location: BCEC Exhibit Floor Classroom E
  • Credits: 2 CE Hours
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Stefan Green, is a Regional Business Development Officer for Bank of America Practice Solutions. He oversees all of New England for the dental division of the Bank. He specializes in providing loans to dentists seeking financing for equipment and construction projects, as well as restructuring practice debt to increase practice cash flow. Stefan also assists dentists with the financing of commercial real estate purchases. He has been with Bank of America Practice Solutions since 2016.
William Murray, is the Regional Business Development Officer for Bank of America Practice Solutions covering all of the New England States out of Boston, MA. Bill has over 24 years’ experience in financial services, and over 17 years’ experience assisting dentists with all of their financing needs.

This course will assist the associate dentist, whether working in private practice or for a dental service organization, to develop their plan of action to transition from an associate position to new practice owner via acquisition of an existing practice, practice De novo Start-Up, or partnership buy-in. 

After this course attendees will be able to:
  • Explore the risks and benefits of starting from scratch versus buying an existing practice
  • Review the steps to take to prepare yourself financially
  • Debunk the myth of not being able to afford to be an owner
  • Build your team of professionals
  • Identify pitfalls to avoid when going through the process 
Recommended Audience: Dentist
Ambient Noise Disclaimer: Please note that this course will be held on the Exhibit Hall Floor and will be subject to ambient noise.
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