Transitioning Your Dental Practice

  • Saturday 1/29/2022
  • Time: 9:00 - 11:00 am
  • Course Code: 650SL
  • Cost: No Charge
  • Room Location: BCEC Room 260
  • Credits: 2 CE Hours
Course Logo
Jonathan Eskow, Esq is the Founder and lead attorney of Eskow Law Group, one of the largest health care-exclusive law firms in the country. Jonathan and his team at Eskow Law Group work closely with hundreds of dentists, group practices and DSOs across a wide range of areas, with a specific focus on practice transitions, DSO affiliations, employment agreements and corporate structuring. Eskow Law Group is a new and refreshing type of law firm built on transparency, flexibility, communication and real personal experience. Having grown up in a family of dentists, Jonathan has a unique understanding of the business and practical needs of his dentist and DSO clients.
Patricia Hannon, is a dedicated Healthcare Financing specialist, covering CT, with 25 years of commercial financing experience, with 10+ years at TD Bank. Providing financing solutions with expertise in facilitating practice acquisitions, Buy Ins/Outs, expansions/new construction, real estate financing and equipment financing. Prior leadership positions managing credit, private sector financial operations and accounting teams. TD Bank Healthcare focuses on local relationship lending and creating flexibility to assist in a practices growth.
Sarah Kasper-Morris, is managing partner of Jim Kasper Associates, LLC. A family owned regional practice brokerage and transition firm serving dentists in New England and New York State since 1981; specializing in valuations and sales of dental practices. She has appraised and sold hundreds of dental practices in the Northeast. She lectures at dental schools, dental associations, and select dental industry trade groups. She is co-author of Profitable Practice and contributing author to Business Valuation Resources Guide to Valuing Dental Practices. She is past president of ADS Transitions, Inc., and currently serves as chair of the ethics committee.
Ronald Perry, DMD, MS is a full time professor who received his BA from Boston College in 1984, a DMD from Boston University Goldman School of Dental Medicine in 1988 and graduated with his M.S. in Dental Research from Tufts University in 1999. He has authored over 50 articles and 150 abstracts dealing with a variety of dental topics such as bonding, composite wear, prosthodontic materials and technology, whitening, practice management, and dental laboratory communication, he lectures internationally. Dr. Perry is a Fellow in the Academy of General Dentistry, the American College of Dentists, the International College of Dentists and the Academy of Dentistry International. He was the Director of the Gavel Center for Restorative Dental Research at Tufts University School of Dental Medicine. He is currently the Director of International Student Program in the Department of Comprehensive Care at Tufts University. Dr. Perry is a Product Evaluator for various dental companies and publishes regularly in various trade journals. Dr. Perry is an associate in private practice in Brookline, MA.
Andrew Ramsdell, is a dedicated Healthcare Financing Specialist, covering ME, NH, VT, and NY, with over 20+ years of commercial financing with TD Bank. Providing financing solutions with expertise in facilitating practice acquisitions, Buy Ins/Outs, expansions/new construction, refinancing and equipment financing. A top healthcare lender from Maine to Florida that provides guidance, advice/analysis and resources to ensure you have the best possible terms and structure. As a trusted advisor/lender he understands the industry in order to develop the best options and solutions with attentiveness and accessibility. TD Bank Healthcare focuses on local relationship lending and creating flexibility to assist in a practices growth.

Your practice is your legacy; consider your plan for transition of utmost importance. This course is designed to provide information on bringing in an associate, partner, or outright sale, and all of which require a great deal of planning and thought. Attendees will learn the right steps to take from trusted transitions experts. Instructors will discuss the critical objectives when planning your practice transition and financing options. Attendees will also learn the effects of COVID-19 from a financing and valuation perspective.

After this course attendees will be able to:
  • Recognize the best transition structure options for your practice
  • Incorporate pre-and-post-sale and setting up the right allocations
  • Examine your financing options when considering a buy-in-out or purchase and what options are available
  • Understand the impacts of COVID-19 on practice valuations and financing
  • Compare your practice with industry standards
Recommended Audience: Dentist

The TD Bank grant has been applied to this course.

An invitation to participate in the Corporate Forums was provided to all companies exhibiting at Yankee. Participating companies have selected the speakers and topics for the sessions and paid all related expenses. The information and opinions presented are solely those of the speakers and the sponsoring companies and do not represent the opinions of, nor constitute endorsement by Yankee Dental Congress, the Massachusetts Dental Society and the co participating states.