Selling a Practice: Roadmap for Success

Presenters:

Arthur S. Wiederman, CPA, Broker

Justin Patellaro, Wealth Advisor, Sequoia Financial Group

Justin Klingshirn, McLerran & Associates

Jason Wood, Dental Attorney

Stephen Curtis, Vice President, Bank of America Dental Practice Solutions

Dave & Buster's
20 City Blvd W, Orange, CA 92868
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Mar 01, 2025 08:30am - Mar 01, 2025 02:00pm

An educational member benefit for: HDS,OCDS, and SGVDS.

8:30-9:00: Registration and Breakfast

9:00-9:45: Art Wiederman: Things Sellers Need to Know from a Brokers and CPA’s Perspective

9:45-10:30: *Sequoia: Financial Planning issues for Dentists looking at Retirement

10:30-10:45: Break

10:45-11:45: Justin Klingshirn: Issues to Consider if You in Selling Your Practice to a DSO

11:45-12:00: Stephen Curtis: Financing Issues in Selling a Dental Practice

12:00-12:45: Lunch: Dr. Bogdan Madurowicz will discuss his experience in selling his practice

12:45-1:45: Jason Wood: Legal Issues in Selling a Dental Practice

1:45-2:00: Panel at front of Room for Questions and closing

*Sequoia paid for this sponsorship. Sequoia is not affiliated with Harbor Dental Society, Orange County Dental Society, or San Gabriel Valley Dental Society. Investment advisory services offered by Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Wiederman Madurowicz Partnership | 17501 17th St., Suite 110 17501 17th St., Suite 110 | Tustin, CA 92780 US

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