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Lecture Description:

Planning for retirement is a crucial step to securing your future and being well prepared for what comes next. That's why our popular program is back, created for anyone considering their next chapter. Updated to reflect today's dynamic market, this course delivers valuable insights into the entire sales process from three seasoned professionals:

Topics will include:

• How to prepare for the selling process
• The basic steps of the selling process
• DSO Transaction Trends
• Insights into maximizing your practice value
• Understanding the tax implications of selling
• Protecting your assets
• Giving you the best opportunity to "cash flow" the rest of your life

Speaker Information 

   Mark Epstein, Epstein Practice Brokerage, LLC 

Mark Epstein, Epstein Practice Brokerage, LLC - Mark Epstein, President of EPB received his Bachelor of Science Degree in Finance from Syracuse University School of Management in 1986. He then worked at PNC Bank’s Medical/Dental Lending Group as a financial analyst/lending officer. In 1988, he founded Epstein Practice Brokerage LLC. Since then, Mark has sold hundreds of dental practices. He has given numerous lectures at the New York County Dental Society, New Jersey Dental Association (NJDA), Ninth District Dental Association, and several other large and small dental study clubs. He speaks on in-depth topics regarding dental practice transactions. Mark is regarded as one of the top dental brokers in the United States and is a past president of the National Association of Practice Brokers (NAPB).

   David J. Goodman, CPA, MST, PKF O'Connor Davies 

David J. Goodman, CPA, MST, PKF O'Connor Davies is a Dental Practice Leader with PKF O’Connor Davies, LLP a member of the Academy of Dental CPAs. He has over 35 years of experience working with dentists in all stages of their careers. Before joining the PKFOD, David was Managing Director of LB Goodman & Co. David is often invited to speak to dentists on tax-related, practice management and growth topics. He is a national speaker on a variety of dental practice related topics and is known for his practical, educational and entertaining style.

   Mitchell Brill, JD, MSFS, CFP, CAP

Mitchell Brill, JD, MSFS, CFP, CAP is a Managing Director of Altium Wealth Management. He has extensive experience in the areas of securities, financial services, estate planning, business exit strategy planning and executive benefits. In 2003 he founded his own financial services firm, Elite Strategic Partners. He regularly lectures to professional organizations regarding the creation of efficient financial strategies and portfolios for both individuals and businesses.