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Thriving in Your Retirement Years
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 Export to Your Calendar 3/25/2018
When: Sunday, March 25, 2018
8:00 AM
Where: Map this event »
Kalahari Resorts Pocono
250 Kalahari Boulevard
Pocono Manor, Pennsylvania  18346
United States
Contact: Megan Baylor, CVT

Online registration is available until: 3/25/2018
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Thriving In Your Retirement


Exiting from Ownership: Facts, Myths & Mistake Avoidance

A successful exit from ownership requires a bit of forethought. There are many details to consider beyond the price (it can vary!) and who the buyer is (there are many options!) This session will focus on what you need to know and what you should think about as you plan your path forward.

Practice Value – Fair Market Value, Investment Value, Other?

It is important to understand “value” – and how it can vary depending on the buyer – an associate? corporate? another practice? other? This session will walk through the process for a practice fair market value and then show how this can change with different buyers.

Beyond Value – Improving your practice’s health & VALUE

Statistically, over 70% of practices are not financially healthy. If this is your practice, then you have an opportunity to improve. While a practice valuation can diagnose the issues, you can also do it yourself. This session will cover the details you need to get started.

Exit Planning: Answers to Your Questions!

What questions do you have as you plan your exit?  What questions should you have but you are not asking? You do not have to re-invent the wheel. Get the answers and learn from other transactions.

Speaker: David McCormick, MS, CVA, Certified Valuation Analyst, Simmons Mid-Atlantic, Boalsburg, Pennsylvania