Tax and Financial Implications of Buying or Selling a Dental Practice in New England Webinar

If you are planning on selling or buying a dental practice, you do not want to miss this webinar. The dental practice acquisition market in New England is unlike anywhere in the country. You may be wondering whether you should sell to a DSO or to an individual? Most importantly, you may be wondering, how much money will you have left over after you pay your taxes and other closing costs? What are your financial obligations after you sell the practice? As a buyer, you may be wondering what the difference is between an asset purchase and a stock purchase? Should you buy-in or purchase 100% of the practice?

This webinar will provide case studies on the financial implications of transitioning to a DSO, adding a partner, and selling 100% to an individual.

Learning Objectives:

  • Differentiate between asset purchase and stock purchase
  • Educate sellers on the possible tax liabilities when selling their business
  • Understand the cash-flow implications for a buyer when purchasing a practice
  • Describe what adding a partner means financially for an existing owner and the incoming partner
  • Identify when to use bank financing and when to owner finance or consider a deferred compensation structure
  • Determine how banks evaluate these transactions and what collateral they are looking for
  • Understand how banks evaluate dental practices and applicants
  • List the differences between selling to a DSO versus selling to an individual


Dave Miller is vice president and regional business development officer for Bank of America Practice Solutions.
Mark B. Rosen, CPA is a Partner at Rosen & Associates, LLP.

CEU: 0

Registration for this webinar will close at 10:00 am on Wednesday, December 11. Webinar starts at 12:00 pm.

This webinar is sponsored by:

Rosen and Associates, LLP     Bank of America Practice Solutions

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