Buyers Happy Hour – Your Pathway to Practice Ownership

Buyers Happy Hour - Your Pathway to Practice Ownership

Edgefield, McMenamins

Saturday, September 10, 2022

1:00 - 3:00 PM

Location: 2126 SW Halsey St, Troutdale, OR 97060

Buyers Happy Hour – Your Pathway to Practice Ownership

This event is for veterinarians who are interested in buying a veterinary practice within the next 5 years.

Join us! Includes 2 hours of instruction, happy hour, and course materials for you and your spouse. We encourage all attendees to bring their spouses.

Enjoy 2 hours in a relaxed atmosphere enjoying McMennamins’ finest beer and pizza. Have a casual conversation with the experts to plan your pathway to practice ownership.

Our team of experts will discuss the following topics:

• New information that corporates don’t want you to know.
• When are you ready to buy a practice?
• How will you buy a practice with a mountain of debt?
• What practice owners know that associate veterinarians don’t.
• Why you should stop looking for the unicorn.
• Learn the skills and tools that smart veterinarians have used to let them retire early.
• And more!

Free – paid by sponsors – for a limited time! Reserve your spot today!

SCHEDULE

• 1:00 Check-in & lunch
• 1:30 Seminar begins
• 3:00 Questions and wrap-up

SPEAKERS

Jim Vander Mey, CPA, ABI, Practice Transition Advisor, Omni Veterinary Practice Group – {360) -941-2341, jim@omnipg-vet.com:  Jim has over 20 years of experience as CFO/GM of multi-million-dollar corporations, and started, grew, and transitioned numerous companies. Certified, licensed, and accredited, this combination of experience and education gives a wide range of knowledge for Jim to draw upon, providing a perspective and level of service not easily found. Jim is a Certified Public Accountant, a licensed commercial broker in Washington, Oregon, Arizona, Nevada, Idaho, and Alaska, an Accredited Business Intermediary, and has membership in the American Business Brokers Association, the AICPA Valuation Services Section, and the Washington Society of Certified Public Accountants.

Rod Johnston, MBA, CMA,  Founder and Practice Transition Advisor, Omni Veterinary Practice Group – {206) 979-2660, rod@omnipg-vet.com:  Rod’s background in accounting, finance, sales, and real estate make 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; 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 has transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients. Rod is a sought-after practice broker and speaker throughout the west coast.

Tyler Jones,  Partner, Helsell Fetterman – 206-689-2164, tjones@helsell.com: Tyler’s corporate practice consists of helping professionals such as physicians, dentists, veterinarians, CPAs and attorneys with all of their business needs. He helps professionals form their own companies, structure partnership and other joint ventures, and acquire existing practices. In addition, Tyler also practices in the area of estate planning, with an emphasis on tax-saving strategies. In this area, Tyler has significant experience assisting individuals with tax-savings oriented wills and living trusts, formation, and maintenance of irrevocable trusts, and coordinating individuals’ retirement plans with their overall estate plan. Once established, he assists with all legal matters that arise during a company’s tenure, including lease renewals, real estate acquisitions, space-sharing arrangements, issues with clients/patients, employment questions, partner buy-ins, multi-practice ownership, and partnership dissolution. When they are ready to retire, he helps his clients form and implement tax-efficient exit strategies, including sales of the businesses, deferred compensation structures, and other “buy-out” mechanisms. Tyler’s tax practice focuses on representing individuals, non-profit organizations, and for-profit businesses in matters with the Internal Revenue Service, Washington State Department of Revenue, and the U.S. Department of Justice. These include tax audits, collection issues, installment agreements, offers in compromise, tax liens, penalty abatements, voluntary disclosure issues, and other IRS disciplinary actions. He also advises taxpayers on complicated tax transactions and various income tax planning opportunities for closely held entities, family investment companies, real estate holdings companies, and healthcare groups.

Robert Gibson, Regional Director of Practice Finance, Veterinary, Provide, Inc. – (614) 572-4357, robert.gibson@getprovide.com: Robert Gibson is a regional director of practice finance for Provide, a fast-growing fintech company that helps veterinarians achieve their dreams of practice ownership through people, technology, and comprehensive financial products. Responsible for the entire Mountain West region, Robert brings strong financial and client relationship management experience he’s earned during his more than 18 years in banking. Robert specializes in helping our communities’ veterinarians obtain loans for their unique business needs and has extensive expertise in practice acquisitions, practice startups, expansion and remodel projects, commercial real estate transactions, and debt consolidations. Robert has built a network of trusted practice brokers, equipment specialists, attorneys, CPAs, consultants, contractors, architects, and real estate brokers to help ensure his healthcare providers surround themselves with the right team of experts as they embark (or continue) on their practice ownership journey.