Oregon Veterinary Practice Transition Seminar For Sellers
Monarch Hotel & Conference Center
Saturday, April 15, 2023
9:00 AM - 1:00 PM
Location: 12566 SE 93rd Ave., Clackamas, OR 97015
Oregon Veterinary Practice Transition 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 over breakfast and refreshments. 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 (4/1/2023) – Regular Price of $149.00 after (4/1/2023). Reserve Your Spot Today!
Includes 4 hours of instruction, breakfast, and course materials for you and your spouse. Parking is free and available on-site.
We encourage all attendees to bring their spouses at no cost, use promo code “FreeSpouse” and click ‘Apply’
SCHEDULE
- 8:30 Check-in begins
- 9:00 Seminar begins
- 12:30 Questions and wrap-up by 1:00 pm
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.
Tyler Jones, Attorney, Partner Helsell Fetterman – 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. Tyler earned his law degree from Seattle University School of Law, where he earned the school’s President’s Scholarship for all three years. During law school, he focused on tax and business law, and was president of the law school’s moot court program, advancing to a national competition, as well as being elected to the National Order of Barristers. After graduating law school, Tyler received his Master of Laws in Taxation from the University of Washington School of Law. In addition to his legal practice, Tyler is an adjunct professor with Golden Gate University’s Graduate Tax Program, where he teaches Federal Gift and Estate Tax and Estate Planning courses, and has coached the University of Washington School of Law’s National Tax Moot Court Team.
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.”
