Retirement Seminar (End Game Planning): Charting a Course for Your Last Trimester of Practice

Target Audiences: Physicians and Their Spouses

Format: Half-Day Workshop

Summary: An intensive half-day workshop for physicians who want to plan for an orderly and rewarding exit from actice practice.  There was a time when a satisfying retirement was a fairly automatic way to wind up a medical career.  Not anymore.  This course covers the myriad practical details physicians need to anticipate, as well as larger issues like:

• Positioning strategy for retirement.
• Group practice- how to find the best (and fairest) merger or exit deal.
• Professional corporations: Keep? Dissolve? Sell?
• When to sell a practice and the 11 motivations of sellers and buyers.
• How to determine a practice's value.
• Practice goodwill in the current market.
• How to offer a practice for sale.
• Drafting the contract of sale.
• State laws regarding records retention, notifications of patients, suppliers and other agencies.
• Tax, legal and practical considerations on closing a practice.
• Negotiations 101.
• Practice closure: how and when timeline/checklist.

This workshop is open only to SDCMS members and their spouses.

When: Saturday, February 27, 2010, 9:00AM-1:00PM

Where: SDCMS Meeting Room, 5575 Ruffin Road, Ste. 250, San Diego, CA 92123

Presenter: Jeffrey J. Denning, principal of Practice Performance Group (PPG), an SDCMS endorses partner

Click here to download a seminar registration form

Questions? Contact Jen Ohmstede at (858) 300-2781 or via email at JOhmstede@SDCMS.org