Practice Transitions
Chicago, IL
This seminar offers a comprehensive guide to navigating the complexities of buying or selling a practice, bringing on (or becoming) an associate or junior partner, and related issues. We cover everything from the basics, like “when is the right time to retire?”, to specifics, such as how practices are appraised and how to structure the sale or buy-in to maximize tax benefits. Both buyers and sellers will gain insights into structuring fair transactions, avoiding common pitfalls, and maximizing long-term benefits. Often, both parties attend this seminar together to learn the issues and how they can be fairly resolved. By the end, you’ll have a clear roadmap for successfully managing a practice transition, with a focus on financial, legal, and tax considerations.
October 18, 2025
Essential Information
Topics Covered
The seminar will cover the pros and cons of the various issues from each side’s point of view. This is a no-nonsense, intensive course which will include such topics as:
- When is the right time to retire?
- Finding a buyer or seller with or without a broker
- How practices are valued and how transactions are structured to maximize tax benefits
- Associate to partner – compensation, non-competes and the buy-in discussion
- The common blunders doctors make when selling or taking on a partner or associate
- Key partnership concepts: allocation of earnings and profits, voting, and a partner’s exit
- DSO vs. traditional sales – when the DSO could make sense
- Post-sale considerations and preparing for retirement
Learning Objectives
- Take the appropriate steps to prepare to sell or buy their practice.
- Exercise common practice valuation methods.
- Know how to apply for financing and have an understanding of financing strategies.
- Apply basic contract negotiation strategies.
- Communicate effectively with their consultant or attorney to ascertain their preferred legal and tax structure for their practice transition.
- Better understand the tax implications and benefits that are associated with buying (into) or selling a practice.
- Understand what happens to a corporation at retirement.
Seminar Schedule
October 18, 2025 | 8:30-5:30pm + Q&A to Follow
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Saturday, October 18, to sign in and receive course materials. Outlines will be used as a guide to the course. Seminar attendees will enjoy coffee and refreshments in the meeting room after sign-in. There will also be a stretch break and snacks during the afternoon portion of our seminar.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
The Royal Sonesta Chicago Downtown
Perfectly positioned along the Chicago River, The Royal Sonesta offers stunning riverfront views while blending modern luxury with warm hospitality. Guests can enjoy stylish accommodations, fine dining at Revel & Rye Kitchen & Bar, and a well-equipped fitness center, all just steps away from the best of Chicago.
NEAREST AIRPORT: Chicago O’Hare International Airport (ORD)
Local Attractions:
- Millennium Park: Home to the iconic Cloud Gate and lush gardens.
- Navy Pier: Offering dining, shopping, and family-friendly attractions.
- Art Institute of Chicago: A must-visit for art lovers with its vast collection of masterpieces.
- Willis Tower Skydeck: For breathtaking views of the city skyline.
- Magnificent Mile: Chicago’s premier shopping and dining district.
- Lake Michigan: Scenic cruises and lakeside relaxation.
- Jazz & Blues Venues: Experience Chicago’s vibrant music scene at iconic spots like The Green Mill.
Group Room Rates
$249 / Night + Taxes
Meet the Speaker: Brandon Collier
Brandon is an expert attorney who specializes in representing the dental profession. He has headed the 50-year firm since 2010. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He writes the popular Collier & Associates Advantage Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a bachelor’s degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Master’s Degree in Taxation from the New York University School of Law.
Seminar Registration
After registering for the seminar, you will receive a booking link via email to reserve your accommodations in our discounted room block. If you have any questions, please call our office at (216) 765-1199.
Doctor Only
EARLY BIRD PRICING ENDS 8/19/2025
$1165
For $50 OFF at Checkout
Doctor & Spouse
EARLY BIRD PRICING ENDS 8/19/2025
$1300
For $50 OFF at Checkout
Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2024 – September 30, 2028
Provider ID #209852
Collier and Associates, Inc. is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Course Information
Cancellation Policy
We understand that emergencies arise. If you can’t make it to a seminar, please inform us in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified in writing of the cancellation at least 30 days prior to the scheduled event date. No refunds are possible after this timeframe. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only. Account credits must be used within one year of the issue date.
* Collier & Associates, Inc. is not responsible for reimbursement of any registrant’s expenses related to a cancelled or postponed seminars. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, C&A would very much appreciate your informing us as soon as possible of any cancellations intended so that we can alert those who are on waiting lists, which allows them time to schedule their flights. Thank you for your cooperation!
Protect Your Trip with Travel Insurance
C&A has partnered with Travel Guard and CSA Travel Protection (Generali) to help attendees feel secure while traveling. Click on an image below to obtain coverage information and build your quote.
Please note that while Collier & Associates, Inc. is authorized to sell Travel Guard (AIG) and CSA products, our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard or CSA agents should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
CSA Customer Service Line: 800-348-9505
Media Policy & Disclosure
At Collier & Associates, Inc. (also referred to as C&A), we believe that using photos of attendees of all ages in our print and web publications fosters a greater sense of belonging and community. We use photos to enhance the quality of our print materials, newsletters, website, social media, and other publicity.
As a participant in C&A seminars, you have a right to opt-out of inclusion in photographs/media, but unless a “Media Opt-Out Release” is signed and on file at the C&A office with a referenced image of the person opting out, participation in C&A activities implies permission for the use of media taken at our events.
C&A will never post images with identifying information such as email address, address, or family members’ names. No special compensation is provided to any individual included in media taken at C&A seminars. C&A does not contact individuals to notify them if or when their images are used.
Individuals who have submitted a completed “Media Opt-Out Release” form should make reasonable efforts to alert photographers and videographers in their vicinity taking pictures so that they are not accidentally captured in crowd shots.
This opt-out form does not apply to photos that might be taken and used by others who attend our seminars.
Complete and return this form to the office of Collier & Associates, Inc. ONLY if you do NOT permit us to use your photo, audio, or video in C&A publications or publicity, including printings, social media, or the website. A current photo of the individual MUST accompany this opt-out.
Terms & Conditions
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