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 impacts tax and pension planning opportunities, 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: 3/21/2020   2:30 PM - 4:00 PM
Type: General
Audience: Dentists, Students