Transitioning Your Dental Practice

  • Friday 1/27/2023
  • Time: 2:00 - 4:00 pm
  • Course Code: 506RL
  • Cost: No Charge
  • Room Location: BCEC Room 258 A
  • Credits: 2 CE Hours
Course Logo
Samara Bell, is a senior attorney at Eskow Law Group, one of the largest health care-exclusive law firms in the country. Samara’s work focuses exclusively on supporting dentists and privately-owned dental practices across a wide range of areas, with a specific focus on practice transitions and employment agreements. Eskow Law Group is a new and refreshing type of law firm built on transparency, flexibility, communication and real personal experience. Samara lives in Brookline, MA with her husband and son.
Patricia Hannon, is a dedicated Healthcare Financing specialist, covering CT, MA & RI, 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.
Dave Kasper, is a partner with the firm Jim Kasper Associates, LLC., a family-owned regional practice brokerage and transition firm serving dentists in New England and upstate New York since 1981. He began his career with the firm in 1997 and since that time has appraised and sold hundreds of dental practices. He is a contributing author to Dental Economics and a member of PVSG, the Practice Value Study Group.
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.
Graham Ranks, CPA is a Certified Public Accountant and Partner at Caras & Shulman PC, an accounting and business advisory firm located in Burlington, MA. Graham works closely with his dental clients to help navigate each stage of a practice’s life cycle from associate buy-ins and practice acquisition, servicing established practices with ongoing accounting and tax support, and advising practice owners on future succession planning.

Your practice is your Legacy; considering your plan for transition is of utmost importance. This panel is designed to provide information on bringing in an associate, partner, or outright sale and requires a great deal of planning and thought. Learn the right steps to take from Dentistry's most trusted Transition Experts. We'll teach you the critical objectives when planning your practice transition and financing options. 

After this course attendees will be able to:
  • Identify the best transition structure options for your practice
  • Determine Tax Strategies that will benefit both the buyer and seller
  • Create Pre and Post sale strategies and setting up the right allocations to avoid tax pitfalls
  • Compare your financing options when considering a buy-in-out or purchase, and what options are available
  • Develop your practice with industry standards
  • Economic Challenges and its impact: Rates, Inflation, Staffing Shortages
Recommended Audience: Dentist

The TD Bank 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.