Practice transitions

Prepare yourself for future practice transitions in this single day event with experts who’ve completed over 2,000 Optometry practice transitions.

April 24, 2020 | Charlotte, NC

This event has passed. Check back for more dates!

It’s never too early to begin working on your plan for future practice transitions.

Practices that plan see better outcomes.


Speaker coming soon!

Speaker coming soon!

Speaker coming soon!


We understand it can feel overwhelming to think about selling your practice, buying a practice or transitioning your practice to a partner down the road. Tiny mistakes can have a huge impact. It’s important you get this right to benefit both parties.

During this 1-day event, you will attend sessions led by industry experts and leaders who have completed over 2,000 practice transitions.

You’ll understand the process from the buyer, seller, and lender perspectives, you can get a comprehensive look at what a practice transition entails, building confidence you know what the next steps are for your goals.


Wells Fargo Charlotte

Wells Fargo Connections
435 South Tryon Street, Charlotte, NC


Friday, April 24th

7:00 am
Breakfast, Registration, & Sponsor Time

8:00 am
Opening Remarks 

8:15 am 
Laying the Strategic Foundation and Preparing for Exit

9:15 am
Break and Sponsor Time

9:45 am
What Buyers Want

10:30 am
What Sellers Want

11:00 am
What Lenders Want

11:45 pm
Valuation Mechanics

12:15 pm 
Lunch and Sponsor Time

1:30 pm
Legal and Tax Considerations

2:15 pm
Due Diligence and Closing Mechanics

2:45 pm
Break and Sponsor Time

3:15 pm
Associate Transitions

3:45 pm
Speaker Panel – Q&A

4:45 pm
Closing Remarks


The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Practice Transitions - Charlotte
$ 795.00 $ 695.00