Veterinary Practice Transition Planning Seminar, Oregon

Join us! Includes 3 hours of instruction, breakfast, and course materials for you and your spouse.

Free – paid by sponsors – for a limited time! Reserve your spot today!

This event is for veterinarians who are 0-8 years away from a transition.

Learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time veterinary practice over brunch and mimosas. Our team of experts will discuss the following topics:

• What to expect when selling to a corporate
• The sequence of a veterinary practice transition
• How to maximize the value of your practice now
• When is the best time to sell?
• The importance of Purchase Price Allocation
• Legal pitfalls and how to avoid them
• How to help your buyer get financing
• Real estate issues that must be addressed
• And more!

SCHEDULE

• 8:30 Check-in & Breakfast
• 9:00 Seminar begins
• 11:40 Questions and wrap-up by noon

We encourage all attendees to bring their spouses.

SPEAKERS

Jim Vander Mey, CPA, ABI, Practice Transition Advisor, Omni Veterinary Practice Group – {360) -941-2341, jim@omnipg-vet.com:  Jim has over 20 years of experience as CFO/GM of multi-million-dollar corporations, and started, grew, and transitioned numerous companies. Certified, licensed, and accredited, this combination of experience and education gives a wide range of knowledge for Jim to draw upon, providing a perspective and level of service not easily found. Jim is a Certified Public Accountant, a licensed commercial broker in Washington, Oregon, Arizona, Nevada, Idaho, and Alaska, an Accredited Business Intermediary, and has membership in the American Business Brokers Association, the AICPA Valuation Services Section, and the Washington Society of Certified Public Accountants.

Rod Johnston, MBA, CMA,  Founder and Practice Transition Advisor, Omni Veterinary Practice Group – {206) 979-2660, rod@omnipg-vet.com:  Rod’s background in accounting, finance, sales, and real estate make him one of the most well-rounded practice transition consultants in America. Rod has an MBA from Seattle University and is a Certified Management Accountant. He is also an Accredited Business Appraiser by the Institute of Business Appraisers. Rod’s experience and background include stints as a financial planner, as Assistant Treasurer and Director of Accounting for AT&T Wireless, and as a Commercial Broker for Keller-Williams and Omni Healthcare Real Estate. Rod started Omni in 2004 with two things in mind; provide a Nordstrom-like service to help doctors with their transition, and to be an expert resource to medical professionals in the fields we work in. He has developed systems and processes in the brokerage industry that are mimicked and copied throughout the nation. He and his company has transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients. Rod is a sought-after practice broker and speaker throughout the west coast.

Tyler Jones,  Partner, Helsell Fetterman – 206-689-2164, tjones@helsell.com: Tyler’s corporate practice consists of helping professionals such as physicians, dentists, veterinarians, CPAs and attorneys with all of their business needs. He helps professionals form their own companies, structure partnership and other joint ventures, and acquire existing practices. In addition, Tyler also practices in the area of estate planning, with an emphasis on tax-saving strategies. In this area, Tyler has significant experience assisting individuals with tax-savings oriented wills and living trusts, formation, and maintenance of irrevocable trusts, and coordinating individuals’ retirement plans with their overall estate plan. Once established, he assists with all legal matters that arise during a company’s tenure, including lease renewals, real estate acquisitions, space-sharing arrangements, issues with clients/patients, employment questions, partner buy-ins, multi-practice ownership, and partnership dissolution. When they are ready to retire, he helps his clients form and implement tax-efficient exit strategies, including sales of the businesses, deferred compensation structures, and other “buy-out” mechanisms. Tyler’s tax practice focuses on representing individuals, non-profit organizations, and for-profit businesses in matters with the Internal Revenue Service, Washington State Department of Revenue, and the U.S. Department of Justice. These include tax audits, collection issues, installment agreements, offers in compromise, tax liens, penalty abatements, voluntary disclosure issues, and other IRS disciplinary actions. He also advises taxpayers on complicated tax transactions and various income tax planning opportunities for closely held entities, family investment companies, real estate holdings companies, and healthcare groups.

TESTIMONIALS from previous attendees:

“I was very reluctant to give up a Saturday to travel to attend the seminar. It was VERY worthwhile. I am glad I attended. START PLANNING!”

“Worth your time and money. Very informative. You will realize just how much you may not know about selling your practice and, therefore, how valuable the information is.”

“Excellent seminar with eye-opening examples. A must if you are considering selling your practice.”

“I enjoyed the opportunity to gather more information about the practice valuation and selling process.”