Practice transitions CONFERENCE

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

During this 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 
  • Preparing for Exit by Megan McCarthy 
  • What Sellers Want by Carol Record 
  • What Buyers Want by Billy Murray 
  • What Lenders Wants by Greg Owens 
  • Valuation Mechanics by Alan Cleinman 
  • Legal and Tax Considerations by Craig Stenberg 
  • Due Diligence and Closing Mechanics by Megan McCarthy 
  • Associate Transitions by Alan Cleinman 


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.