Roadmap to a Successful Practice Transition Closing

  • Thursday 1/26/2023
  • Time: 2:00 - 4:00 pm
  • Course Code: 157TL
  • Cost: No Charge
  • Room Location: BCEC Room 258 B
  • Credits: 2 CE Hours
Course Logo
Brian Alfermann, is the Regional Business Development Officer for Bank of America Practice Solutions covering all of the New England States out of Boston, MA. Brian specializes in working with dentists trying to buy existing practices. Brian has nearly 15 years of experience assisting dentists with their financing needs.
Greg Whitmer, has been serving dentistry for 9 years helping hundreds of doctors successfully start, expand, acquire or transition their practices. Prior to his experience at Henry Schein, Greg served dentistry in a financial services capacity with Bank of America. As a Regional Business Development Officer overseeing the dental division for Bank of America Practice Solutions, Greg originated more than $100 million of small business loans for dentists across the New England region over a four-year span. Greg’s experience from both sides of practice transition (buyer and seller) provide him a unique perspective invaluable to clients. He has been a frequent guest speaker at the Yankee Dental Conference, the Massachusetts Dental Society, the Connecticut State Dental Association and the New Hampshire Dental Society. Greg holds a Communications degree from Ohio University.

This course will provide insight to the thinking, motivation, and focuses of both buyers and sellers of dental practices. Each side of the transaction will learn what is important to the other and how they can collaborate to ensure a successful and timely transition so both sides win. 

After this course attendees will be able to:
  • Determine motivations of buyers and sellers
  • Determine Seller needs/Wants during a transaction
  • Determine Buyer needs/Wants during a transaction
  • Recognize the importance of having the right team on both sides
  • Understand the roles of the team during and after a transaction
  • Implement the roadmap to a successful transition
  • Identify buyer and seller pitfalls to avoid
Recommended Audience: Dentist

The Bank of America Practice Solutions grant has been applied to this course.

Course Grants logo
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.