ADA NSW - Exiting Your Practice and Maximising Your Outcome

Presented by: Shane Morgan, Simon Palmer

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In practice sales you don’t get the result you deserve… you get the result you create!

Get the best possible return for one of your greatest assets.
Vital information for anyone within their last 5 years of ownership!

Topics include

How to get your practice ready to sell
The pros and cons of 7 different exit strategies.
Identifying your likely buyer profile and what they will be looking for
15 things that every practice can do to ensure they get the result they want.
The steps, process and timelines of selling
Succession Planning – what you need to do now to prepare
How, what and when to tell the staff?
Valuation techniques
Legal agreements
Accounting and Tax implications
Effective strategies for transferring patients from seller to buyer

Learning Objectives

Preparation work - how do you get your practice ready in order to sell?
Learn which exit strategy option is right for your practice and why
What to do if you plan to sell your practice in the next year... how to increase its value and what not to do
Understanding the different accounting and tax considerations

Other Information

Simon Palmer has extensive knowledge of and insight into the Australian dental industry and regularly contributes to various dental publications and journals.

Click and enjoy two recent articles:

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Exiting Your Practice and Maximising Your Outcome

Additional details

About the presenter(s)

Shane Morgan

Shane Morgan joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within the Specialist Dental/Medical Division and also has a particular interest in Self Managed Superannuation for the Dental/Medical client base. Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Dental Association (ADA), Australian Medical Association (AMA (NSW)), the Australian Association of Practice Management (AAPM) and the SMSF Association.

He has extensive experience with dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.
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Simon Palmer

With more than 15 years’ experience in dental recruitment and dental practice sales, Simon Palmer has extensive knowledge of and insight into the Australian dental industry. He is a regular contributor to dental publications and journals, and is regarded as an expert on dental practice purchases and sales in Australia.

Simon has a deep understanding of the complexities and sensitivities involved in buying and selling dental practices and is committed to ensuring his clients get the price, terms and compatibility they are looking for. Simon has a business broker’s license in most states and has conducted hundreds of transactions throughout Australia. He oversees the entire process from information/documentation gathering through to negotiations, contracts and transitions.

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