What Every Practice Purchaser Needs to Know Financially and Legally Speaking

  • Saturday 1/28/2023
  • Time: 2:30 - 3:30 pm
  • Course Code: 668SL
  • Cost: No Charge
  • Room Location: BCEC Room 258 A
  • Credits: 1 CE Hour
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Richard Fallago, JD is a graduate of Suffolk University Law School and also holds a Masters in Tax Law from Boston University Graduate Law School. He has extensive experience in mergers and acquisitions for buyers and sellers and related tax planning strategies. He currently serves as Senior Counsel to Gordon & Rees in the Business Transactions Group.

you will get a depth discussion of making an offer, buyer due diligence, financing, finding the right practice, and how to best protect yourself legally including seller noncompetes. Discussions on student loans and best timing of your practice purchase along with case studies on practice opportunities.

After this course attendees will be able to:
  • Learn about the best time to purchase a practice financially speaking and the impact on your student loans
  • Find out what "due diligence" should be done at the time of purchase
  • Know what your financing options are and that prequalification is
  • Learn what is involved in the process of purchasing a practice and the legal documents along with some legal pitfalls often encountered
  • Hear about some actual practice listings as a case study and see what they sold for along with their individual features
  • Hear from a graduate and his decision making process in making a purchase
Recommended Audience: Dentist

The Almonte Fallago Group grant has been applied to this course.

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