California Veterinary Seminar for Sellers
Southern California Veterinary Medical Association
Saturday, September 30, 2023
9:00 AM - 12:00 PM
Location: 5576 Corporate Ave, Cypress, CA 90630
California Veterinary Seminar for Sellers
This event is for veterinarians who are 0-8 years away from a transition. Learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time veterinary practice.
Join us! Includes 3 hours of instruction, breakfast, and course materials for you and your spouse.
We encourage all attendees to bring their spouses.
This event is for veterinarians who are 0-8 years away from a transition.
Learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time veterinary practice. Our team of experts will discuss the following topics:
- What to expect when selling to a corporate
- The sequence of a veterinary practice transition
- How to maximize the value of your practice now
- When is the best time to sell?
- The importance of Purchase Price Allocation
- Legal pitfalls and how to avoid them
- How to help your buyer get financing
- Real estate issues that must be addressed
And more!
The Seminar is $49.00 through (09/15/2023) – Regular Price of $149.00 after (09/15/2023). Reserve Your Spot Today!
We encourage all attendees to bring their spouses at no cost, use promo code “FreeSpouse” and click ‘Apply’
Includes 3 hours of instruction, breakfast, and course materials for you and your spouse. Parking is free and available on-site.
SCHEDULE
8:30 Check-in begins
9:00 Seminar begins
11:30 Questions and wrap-up by 12:00 pm
SPEAKERS
Rod Johnston, MBA, CMA, Owner and Principal Broker, Omni Practice Group – Rod’s background in accounting, finance, sales, and real estate makes him one of the most well-rounded practice transition consultants in America. Rod has an MBA from Seattle University and is a Certified Management Accountant. He is also an Accredited Business Appraiser by the Institute of Business Appraisers. Rod’s experience and background include stints as a financial planner, as Assistant Treasurer and Director of Accounting for AT&T Wireless, and as a Commercial Broker for Keller-Williams and Omni Healthcare Real Estate. Rod started Omni in 2004 with two things in mind; to provide a Nordstrom-like service to help doctors with their transition, and to be an expert resource to medical professionals in the fields we work in. He has developed systems and processes in the brokerage industry that are mimicked and copied throughout the nation. He and his company have transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients.
Kim Ford, Practice Transition Specialist, Omni Practice Group – Kim Ford, a licensed real estate agent with a background in accounting is focused on facilitating veterinarians in getting the greatest value and best experience when transitioning their practices. Kim worked for several years as the controller for the successful solar development company, Pod Generating Group. She also worked as the controller a start – up micro – grid development company. Kim is well versed in multiple accounting functions and is knowledgeable of the enormous effort veterinarians put int o building their practices. Kim was born and raised in California. She graduated from the University of California, Santa Barbara. She worked for an equine vet practice while attending school in Santa Barbara. Kim currently resides with her family in southern California. She is an avid equestrian and in her free time enjoys riding and competing with her mare.
Mariza Martinez, Vice President; Veterinary Lending, Bank of America – Mariza Martinez specializes in providing practice financing for veterinarians seeking to start a hospital, consolidate business debt, and purchase an existing practice, remodel or relocate. Over the past 13 years, Mariza has assisted over 700 veterinarians with financing needs and practice ownership and is consistently in the top 5% of top performers in the country.
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Arnold Ubalde, Esq, Attorney at Law, The Law Office of Arnold Ubalde – Arnold Ubalde is an attorney focusing on acquisitions and mergers in the veterinary industry. He assists California veterinarians who wish to either sell or buy a practice, providing all the necessary legal services, and connecting either the sellers or the buyers to the appropriate professionals to ensure the successful sale or purchase of a practice.
TESTIMONIALS from previous attendees:
“I was very reluctant to give up a Saturday to travel to attend the seminar. It was VERY worthwhile. I am glad I attended. START PLANNING!”
“Worth your time and money. Very informative. You will realize just how much you may not know about selling your practice and, therefore, how valuable the information is.”
“Excellent seminar with eye-opening examples. A must if you are considering selling your practice.”
“I enjoyed the opportunity to gather more information about the practice valuation and selling process.”
