Event information
This course will touch on important factors involved in transitioning a practice and applicable to both sellers and buyers. We will address the practice transition process including:
- Identifying Your “Why”
- 7 Steps of Practice Transition
- Elements of the Exploratory Due Diligence Process
- Letter of Intent (LOI) / Creating an Offer
- Performing Confirmatory Due Diligence
- Crafting the Purchase Agreement
- Pre-Closing Considerations
- Closing The Deal and Beyond
- Valuation Methodologies
- Partnership Opportunities and Business Structure
- Tax Considerations of a Practice Purchase
- Financing Considerations: Dealing with the Lender - Dale Fisher from BofA
- Legal Consideration: Navigating the Legal Documents - Ali Oromchian from DM Counsel
- VS Next Fund Program Overview
Target attendees:
New Grads
Associates wishing to purchase the practice they are currently working in
ODs wishing to acquire their first practice
ODs wishing to expand locations
ODs preparing to sell w/in next 5 years
TRAVEL INFORMATION
Please plan your travel to arrive by 5pm so you are able to join us for dinner and our opening session. This is important to introduce you to your fellow colleagues and begin the discussions that will occur throughout the course of the curriculum. Departing flights should be made after 6pm.
AIR
The closest airport is Bush Intercontinental Airport. We are please to partner with UNITED airlines to offer discounted airfare to Houston. To book your flight please Click Here
GROUND TRANSPORTATION:
Taxi, Uber and Lyft are available at the airport.
HOTEL INFORMATION:
Courtyard Houston Kingwood
130 Northpark Plaza Dr, Kingwood, TX 77339
Phone: (281) 973-1790
We have reserved a block of rooms at the Courtyard Marriott Kingwood located adjacent to our building. Links to book can be found below in the session information.
Session Information
Session 1
June 9-10, 2026
SPEAKERS
Mick Kling, OD
Ali Oromchian, Esq
Dale Fisher