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In practice sales you don’t get the result you deserve… you get the result you create! Get the best possible return for one of your greatest assets. Vital information for anyone within their last 5 years of ownership! Topics include How to get your practice ready to sell The pros and cons of 7 different exit strategies. Identifying your likely buyer profile and what they will be looking for 15 things that every practice can do to ensure they get the result they want. The steps, process and timelines of selling Succession Planning – what you need to do now to prepare How, what and when to tell the staff? Valuation techniques Legal agreements Accounting and Tax implications Effective strategies for transferring patients from seller to buyer

Learning outcomes

Preparation work - how do you get your practice ready in order to sell? Learn which exit strategy option is right for your practice and why What to do if you plan to sell your practice in the next year... how to increase its value and what not to do Understanding the different accounting and tax considerations

Further information 

Shane Morgan, Simon Palmer, Georgina Odell

Simon Palmer With more than 15 years’ experience in dental recruitment and dental practice sales, Simon Palmer has extensive knowledge of and insight into the Australian dental industry. He is a regular contributor to dental publications and journals, and is regarded as an expert on dental practice purchases and sales in Australia. Simon has a deep understanding of the complexities and sensitivities involved in buying and selling dental practices and is committed to ensuring his clients get the price, terms and compatibility they are looking for. Simon has a business broker’s license in most states and has conducted hundreds of transactions throughout Australia. He oversees the entire process from information/documentation gathering through to negotiations, contracts and transitions. Shane Morgan Shane Morgan joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within the Specialist Dental/Medical Division and also has a particular interest in Self Managed Superannuation for the Dental/Medical client base. Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Dental Association (ADA), Australian Medical Association (AMA (NSW)), the Australian Association of Practice Management (AAPM) and the SMSF Association. He has extensive experience with dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession. Georgina Odell Georgina Odell is a Principal at Meridian Lawyers. With more than 25 years’ experience as a commercial lawyer, Georgina acts for a range of business clients including dentists, pharmacists, medical practitioners, online health businesses, national peak body associations, education and care services, veterinary practitioners, gym and fitness businesses, and companies listed on the ASX. Georgina handles the sale and acquisition of businesses and companies particularly in the healthcare sector, and prepares a range of commercial agreements including partnership, shareholder and buy/sell agreements, terms and conditions of business (including for online businesses), privacy policies, data breach response plans, independent contractor agreements, and services and facilities agreements. She also advises on the leasing of commercial premises and in business disputes.

Shane Morgan, Simon Palmer, Georgina Odell 

Exiting Your Practice and Maximising Your Outcome

Shane Morgan, Simon Palmer, Georgina Odell
Saturday 7th Sep 2024
9:00am - 4:00pm
Centre for Professional Development
1 Atchison Street
Region: St Leonards Nsw, Australia
Enrol Now 
Brought to you by ADA NSW Centre for Professional Development