The Almonte Fallago Group offers comprehensive one-day seminars at convenient
locations, led by Peter Almonte.
Other practice transitions experts often participate as guest speakers.
Also, look for The Almonte Fallago Group at the Dental Conferences listed below.
| EVENT |
Partnership and Solo Practice Transitions and Planning
|
| DATE |
Saturday, January 28, 2012
|
| LOCATION |
Yankee Dental Congress
|
| DESCRIPTION |
Listen to advice about different transition plans that succeed, whether your transition plans are immediate, five years away, or longer. Discussion will include practice value, financing, timing, partnership buy-in and buy-outs, and minimizing taxes. Learning Objectives: » Learn how to successfully sell or buy a dental practice » Prepare your practice for sale in a changing marketplace » Discuss how to mininize tax consequences 2 CEUs
|
| EVENT |
Practice Transitions: Planning and Pitfalls as presented by a Panel of Experts
|
| DATE |
Saturday, January 28, 2012
|
| LOCATION |
Yanke Dental Congress
|
| DESCRIPTION |
A unique opportunity for both the new and seasoned dental professional to learn as the expert panel explores the strategies for selling your practice, inluding timing, and tax issues, as well as the steps in preparing for a transition.
|
| EVENT |
What Transition Plan is Best for you
|
| DATE |
Thursday, May 12, 2011
|
| LOCATION |
Charter Oak Dental Meeting - Mohegun Sun Resort
|
| DESCRIPTION |
This course will instruct you on the different transition options and strategies that work, and positioning your practice so as to maximze the benefit to you whether your transition plans are immediate, short term or long term. Topics covered include: How to maintain optimum practice value, financing options, controlling your own practice, when is the right time for you to transition, how to encourage a successful associate, partnerhsip buy-in/buy-out strategies, compensation and profit sharing formulas, keeping most of the dollars ou receive. Education, informative, and fun. Audience participation is invited.
|
| EVENT |
Practice Transitions for Buyers and Sellers; Featuring Kathy Ells of Wells Fargo & Jean Fallago, JD, LLM
|
| DATE |
Sunday, January 30, 2011
|
| LOCATION |
Yankee Dental Congress, Westin Waterfront Ballroom C
|
| DESCRIPTION |
Whether you’re planning to buy or sell a dental practice, this interactive course is designed to help you prepare for a successful transition by developing a road map that includes: identifying the necessary resources to assist with a practice purchase or sale, finding a practice to purchase, selecting the appropriate ownership structure, examining your financing options, instituting strategies to increase practice value, and using transition strategies for exiting a practice.
Learning Objectives:
- Identify the necessary resources to assist with a practice purchase or sale
- Find a practice to purchase
- Select the appropriate ownership structure
- Examine your financing options
- Strategize to increase practice value
- Learn transition strategies for exiting a practice
|
| EVENT |
Legally Speaking, Protecting the Value of Your Practice
|
| DATE |
Thursday, January 27, 2011
|
| LOCATION |
Yankee Dental Congress, BCEC, 259 A
|
| DESCRIPTION |
Learn the details of properly drafted legal documents, including buyout and disability safeguards, tax pitfalls, and valuation formulas.
|
| EVENT |
Maximizing Your Dental Practice's Potential
|
| DATE |
Wednesday, June 9, 2010
|
| LOCATION |
East Bay Grill Restaurant
|
| DESCRIPTION |
173 Water St., Plymouth, MA
This Presentation Will Focus On:
- Transitioning a solo practice
- Transitioning a Partnership Interest
- Tax Saving Strategies
- Retirement Plan Design and Tax Efficient Investing
- Bank Lending in this Economy
COST $35.00 includes:
ADMISSION, DINNER
AND AGD CONTINUING EDUCATION CREDITS (2)
Seating is limited
Please call (401) 349-3133 or send email to info@almontefallagogroup.com to reserve your place.
|
| EVENT |
Maximizing Your Dental Practice's Potential
|
| DATE |
Wednesday, May 26, 2010
|
| LOCATION |
Benjamin's Restaurant 6:30 - 9:00PM
|
| DESCRIPTION |
698 Bay Street, Taunton, MA
This Presentation Will Focus On:
- Transitioning a solo practice
- Transitioning a Partnership Interest
- Tax Saving Strategies
- Retirement Plan Design and Tax Efficient Investing
- Bank Lending in this Economy
COST $35.00 includes:
ADMISSION, DINNER
AND AGD CONTINUING EDUCATION CREDITS (2)
Seating is limited
Please call (401) 349-3133 or send email to info@almontefallagogroup.com to reserve your place.
|
To register for one of our lecture series seminars, contact The Almonte Fallago Group with your name, address, phone number and credit card information.
| PHONE |
(401) 270-4747 |
| FAX |
(401) 270-5186 |
| EMAIL |
info@almontefallagogroup.com |
| MAIL |
Seminars - The Almonte Fallago Group
132B Pleasant View Avenue
Smithfield, RI 02917
Make check payable to The Almonte Fallago Group. |