ROI Corporation, Brokerage; Purchasing a practice – Timothy A. Brown, CEO, Broker of Record
• Advantages of purchasing vs set up, cash fl ow, patients, etc.
• Things to look for when purchasing a practice
• What to look for in an appraisal
• What is the role of the broker in the transaction
Practice Set up – Michael Rondinelli, DDS
• Advantages to set up vs. purchase
• Considerations for location search, demographics, etc
• Negotiating a lease
• Planning and furnishing
• Marketing
Accountant, MNP – Calvin Carpenter, CPA, CA
• Importance of having an accountant with dental experience to help navigate
• Putting together a business plan
• Assessing value in appraisals