Palm Springs Veterinary Seminar
Omni Rancho Las Palmas Resort
Saturday, February 24, 2024
9:00 AM - 5:00 PM
Location: 41000 Bob Hope Drive, Rancho Mirage, CA 92270
Escape the winter blues and join us in Palm Springs this February 2024 for an educational all-day course on selling your veterinary practice. Our panel of experts includes Practice Transition Specialists, CPAs, Attorneys, and Bankers. They will cover the following topics to help you understand the complexities of selling your veterinary practice, and the steps you can start taking to maximize the purchase price when you are ready to sell.
- The sequence of veterinary practice transitions for buyers and sellers.
- How to maximize the value of your veterinary practice.
- The importance of purchase price allocation in the practice sale for both the buyer and seller.
- Legal issues in practice transitions for both buyers and sellers.
- Helping your buyer get financing.
- Real estate issues in a practice transition, and more!
- Friday, February 23, 2024
- 8:30 am Seminar check-in
- 9:00 am Breakfast, Seminar begins
- 12:30 pm Lunch
- 1:30 pm Seminar continues
- 3:00-5:00 pm Roundtable Group Symposium – Afternoon Breakout Sessions: Meet with each presenter in a small group to discuss your own personal needs to transition your practice.
Cost to attend: $295 Early-bird price through February 1, 2024. The price returns to $495 after February 1st. Cost of travel and accommodation to be paid for by attendee. The seminar cost includes 7 hours of instruction, breakfast, lunch, and course materials. Spouses are encouraged to attend at no additional cost. This is a can’t-miss seminar with the experts who will share their insights and experiences with you as you begin to prepare for the sale of your practice.
Rod Johnston, MBA, CMA, Owner and Principal Broker, Omni Practice Group – Rod has a vast amount of knowledge, experience, and education in all aspects of business and real estate that provide an incredible value to every medical practice. He has managed, owned, partnered, and consulted with numerous practices throughout the Northwest over the past decade. All have benefited from Rod’s experience in staff management, accounting, marketing, and practice management. Prior to Omni, Rod spent 15 years as Director of Treasury and also Director of Accounting for AT&T Wireless. Rod is a licensed commercial broker and specializes in commercial real estate. He has an MBA from Seattle University, is a Certified Management Accounting, and is a member of the Institute of Business Appraisers and the National Association of Practice Brokers.
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:
“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.”