$99.00 USD

Practice Transitions

Planning to buy, sell, or merge your practice? Avoid costly mistakes and protect your legacy. Join one or both sessions to gain the legal, financial, and strategic tools you need for a smooth, confident transition.

What you'll get:

  • Strategic Guidance: Learn to structure deals that focus on independence, legacy, and a win-win outcome.
  • Accurate Planning: Gain a solid understanding of valuations, tax strategies, and legal considerations to guide your decisions.
  • Legacy Protection: Ensure your team, values, and patient trust are safeguarded as you transition out of or into practice ownership.

Additional Details:

  • Course Dates: October 23, 2025 & March 26, 2026, 6:00 PM - 8:00 PM
  • Location: Luminary Education Center, 1301 Southpoint Blvd, Petaluma, CA 94954

  • Price: $99 for both sessions or $59 for a single session

  • RSVP Deadline: Limited spots available

  • Continuing Education: Earn 2 CE credits per session

  • Contact: For more information or to register, contact Tom Walsh at [email protected]  or call 707-812-2432.