Practice Transitions
Amelia Island, FL
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.
November 7, 2026
Course Information
Topics Covered
The seminar will cover the pros and cons of the various issues from each side’s point of view. This is an 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
After attending this seminar, attendees will be able to:
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- Take the necessary steps to prepare for buying or selling a practice.
- Apply common practice valuation methods.
- Understand financing strategies and successfully apply for financing.
- Use basic contract negotiation strategies.
- Communicate effectively with their consultant or attorney to determine the best legal and tax structure for their practice transition.
- Navigate the tax implications and benefits of buying (into) or selling a practice.
- Understand what happens to a corporation upon retirement.
Seminar Schedule
November 7, 2026 | 8:30 AM – 5:30 PM + Q&A to Follow
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Saturday, November 7, to sign in and receive course materials. Seminar attendees will enjoy coffee and light breakfast 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
Omni Amelia Island Resort & Spa
Nestled between the Atlantic Ocean and lush marshlands, the Omni Amelia Island Resort & Spa offers a premier island escape with miles of private beach, a full-service spa, championship golf, tennis beneath the oaks, expansive pools, and a vibrant shopping village. Beyond the resort, wander the charming streets of Fernandina Beach with its historic district, boutique shops, and eclectic dining. Explore the island’s natural beauty with kayaking, Segway tours, or horseback riding along the shoreline, or venture to nearby Fort Clinch State Park for a glimpse of coastal history and sweeping ocean views.
NEAREST AIRPORT: Jacksonville International Airport (JAX) – 29 Miles Away
We’ve arranged a discounted room block for our attendees. Rooms are limited and may sell out, so we encourage booking early to ensure availability. Note: Seminar guests are required to stay in our room block. You will receive a booking link from us after registering.
The $28/day resort fee at the OMNI includes a range of thoughtful amenities to enhance your stay:
- Wifi Access
- On-Property Tram Service
- Preferred Racquet Club & Golf Course Reservation Access
- Access to 7+ miles of bike and walking trails
- Golf Driving Range Privileges + 1 bucket of balls
- 24/7 Access to Gamers Lounge
- 10% off retail items at Amelia’s signature shop & Golf shop
- In-room coffee station & daily bottled water
Group Room Rates
$259/ 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.
Benefits For Loyal Members
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Doctors who have attended at least 3 seminars in the last 5 years AND bring a new attendee will have their next seminar registration fee waived – up to a $1,800 value
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.
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.
Essential Information
Cancellation Policy
We understand that unexpected events can arise. If you need to cancel your seminar registration, please notify us in writing at least 30 days prior to the scheduled event date.
30 or more days before the event: You will receive a full refund minus a $50 processing fee.
Less than 30 days before the event: No refunds or credits can be issued, as your attendance and related hotel arrangements will already have been confirmed.
Exception: In the case of a verified medical emergency, a credit toward a future seminar may be granted at Collier & Associates’ discretion. 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 seminar. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, we appreciate early notification of any cancellations so that we may offer your spot to another attendee.
Protect Your Trip with Travel Insurance
C&A has partnered with Travel Guard 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), our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
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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