Course:213E

COURSE CODE: 213E

SPEAKERS: Michele R. Gabriel & Matthew Howard, CPA, ABV

DATES: Wednesday, April 3rd – 6:00 pm to 8:00 pm

CREDIT HOURS: 2 CE CREDIT HOURS

Michele R. Gabriel

Michele Gabriel brings 27 years of extraordinary success in a series of high-level roles at top tier companies nationwide to DDSmatch. She is the Owner of DDSmatch NYC/Long Island. Michele managed and developed teams at Patterson Dental, fulfilling a critical role in the Pennsylvania, & New York/New Jersey metropolitan area, with accountability for over 14,000 dentists. Prior to joining Patterson, she gained a great deal of experience in leading roles within commercial and residential lending. In the 90s, she began in dentistry, helping dentists with start-up financing and practice acquisitions with Copelco Capital/CitiCapital. Michele possesses a unique background in management, finance, and real estate and has worked with dentists in every phase of their career from graduation through retirement. With a forte for successfully helping organizations grow, strategize and transition, Michele possesses a tremendous skill set that will be an asset to doctors planning their transitions, whether it be today, or in the future.

Mr. Matthew Howard, CPA/ABV is a Senior Manager at Blue and Co., LLC, a top 50 CPA firm with a deep specialty in healthcare. With more than 200 professionals dedicated to healthcare, Blue is an industry leader in the healthcare industry.

Mr. Howard is a specialist at the firm, focusing on Transaction Advisory Services on the smaller side of healthcare, with his main specialty in dental. He has advised in 1,500 transactions specifically in the dental space, in 48 out of 50 states in the US. Whether it’s a business valuation for a dentist-to-dentist transaction, associate transaction planning, martial dissolution/business dispute litigation support, or a quality of earnings for DSO/private equity transaction, Mr. Howard has dedicated his career to being a trusted advisor to dentists in all their respective transaction advisory needs.

Private Practice is Alive and well: Navigate the Process

This presentation will show you how/when to prepare for a Dr. to Dr. transition, dental trends, what to know about DSOs, what buyers are looking for, what is important in a Practice Valuation, who to partner with, and how to achieve the path to “Transition on Your Terms”.

Topics to be discussed:

• Industry Update: Inflation, Rates, DSOs and Demographics impacting dental transition.
• The essential elements of a successful private practice transition
• The essential elements of a successful private equity transition
• Business valuation, evaluations, broker’s opinions, quality of earnings: What do I need?
• Elements of a valuable practice: big and small
• Lessons of 1500 dental transactions: What kills deals
• How to find the right partner to sell your practice
• Transition Preparation/Process/Phases: Transition preparation is now not when you are ready to retire
• Buyer Profiles- How do banks qualify Buyers? Debt, Opportunity, Practice Profile
• Real Estate
• Partnerships
• Associateships to Partnerships to buyouts
• It isn’t disruptive if you are ready! How to get your office in order.
• Insurance companies
• Technology, and how does it play into your transition

This presentation is graciously co-sponsored by