NY-9DDS-Webinar: Strategic Exit Plans for Dentists
NY-9DDS-Webinar: Strategic Exit Plans for Dentists
Instructor: Mark Kravietz, CIMA, CFP, CEPA
Managing Partner and Founder of ALINE Wealth, received his Certified Financial Planner(CFP) and Certified Investment Management Analyst (CIMA) designations from the Wharton School of Business. He specializes in exit planning and earned the prestigious accreditation of Certified Exit Planning Advisor at the University of Chicago's Booth Business School. He is a founding member and president of the New York Chapter of the Exit Planning Institute (EPI), Importantly, Mark has helped numerous dentists exit their practices in a strategic manner, successfully transitioning into a secure retirement.
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Synopsis: A thoughtful exit strategy that preserves a dentist’s legacy takes years of planning, covering everything from identifying and training your successor to thoughtfully communicating the transition with clients. This webinar will provide actionable tips and valuable takeaways for dentists who are looking to successfully exit from their practice.
Objectives: This presentation will give attendees a clear understanding of how to exit their practice and successfully plan for retirement. Mark will cover the different exit options and how to identify the best one for your business, including:
- How to secure a valuation for your practice and steps you can take to improve your valuation.
- How to identify and implement your exit timeline.
- How to assemble your financial team.
- How to identify and fully integrate with your successor.
- How to communicate the transition to clients.
- The emotional aspect of stepping away from your practice and how to prepare mentally for the transition.
