Practice Transitions and Preparing your Practice

  • Saturday 1/27/2024
  • Time: 1:00 - 3:00 pm
  • Course Code: 754SL
  • Cost: No Charge
  • Room Location: BCEC Room 259 B
  • Credits: 2 CE Hours
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Jean Fallago, JD, LLM is is a Tax Attorney, speaker, author,appraiser, licensed Realtor recognized expert witness for Practice appraisals. She has a BS in finance, worked for Price Waterhouse as a Tax attorney before transitioning into Professional Practice Transitions. She also served in the esteeemed position of Probate Court Judge for 2 terms. She has more than 25 years experience in professional practice transitions and has served on the expert panel for several Yankee Dental Congress Courses.

Practice Transitions and Preparing your Practice for sale/partnership will give you a better understanding of decisions that you need to make and timing of the same, what you need to do to get your practice ready, what is involved in an appraisal, tax results to the parties, your transition options based upon the pool of buyers and the legal considerations involved in a practice purchase and sale.

After this course attendees will be able to:
  • Identify the process to get your practice ready for sale
  • Find out what the strategies are for timing
  • Determine financials the bank is looking at
  • Find out about the mechanics of an appraisal
  • Learn about who your pool of buyers are and what is your best match
  • Understand the legal considerations involved as a buyer and a seller
Recommended Audience: Dentist

The Almonte Fallago Group 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.




The Massachusetts Dental Society is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at