Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services


Understanding the Value of the Dental Practice in a Seller's Market

If you’ve contemplated either the purchase or sale to a private owner or DSO/Private Equity Group, there are considerations to ensure you come out on top. Selling the practice not only relinquishes ownership and control, but impacts tax and pension planning, equity and long-term income you may not have considered. Having a plan in place that weighs both the financial costs and opportunity costs is essential. This session will cover the timing, tax strategies and partnerships involved — offering owners the insight to position themselves financially to sell a portion or all of their practice when the time is right.



Date/Time: 3/20/2020   1:00 PM - 4:00 PM
Type: Registered
Audience: Dentists, Students