Practice transitions CONFERENCE

A Cleinman Performance Partners Masterclass Series brought to you by INVISION.

During this interactive webinar series, you’ll learn how to prepare and understand financials and financing, stage your practice, develop a succession plan, value a practice, and negotiate the very best opportunity. You’ll learn how to grow your practice through acquisition and how to transition to associates using tax-leveraged mechanisms.

Topics & Speakers:

  • Laying the Strategic Foundation by Alan Cleinman on August 4
  • Preparing for Exit by Megan McCarthy on August 6
  • What Sellers Want by Carol Record on August 11
  • What Buyers Want by Billy Murray on August 13
  • What Lenders Wants by Greg Owens on August 18
  • Valuation Mechanics by Alan Cleinman on August 20
  • Legal and Tax Considerations by Craig Stenberg on August 25
  • Due Diligence and Closing Mechanics by Megan McCarthy on September 1
  • Associate Transitions by Alan Cleinman on September 3

During live sessions, viewers will have the opportunity to participate in live question-and-answer period with Cleinman experts. All “Practice Transitions” subscribers will receive additional bonus features including downloadable workbooks and the opportunity to ask questions of Cleinman Performance Partner experts.

To register click here.