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
  • 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

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.