Learn the Secrets to
Prepare and Plan for the Future
Retire Strategically
February 10th, 2023
9:00am - 1:00pm
One Day Only
Leading dental industry experts will provide proven strategies to help you determine if you can really afford to retire and how to prepare for retirement from all aspects.
February 10th, 2023
Need More Information? Call or Text Us: 949-461-1130
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EVENT INFORMATION
February 10th, 2023
9:00am - 1:00pm
The Bahia Corinthian Yacht Club
in Newport Beach
February 10th, 2023
Exclusive Retirement Strategy Session
Learn the proven strategies to prepare your practice for listing and selling, in order to MAXIMIZE your net proceeds.
Learn how to reverse engineer your practice financial statement to build your retirement savings and learn the best savings vehicles for a secure retirement.
Learn how to minimize after sale issues and risk; the must have clauses in the Asset Purchase Agreement.
Learn the best tax savings strategies for your practice and learn the typical tax breakdown from the sale of your practice and how to lower the final tax bill.
Learn how to view your practice financials and documents from the perspective of a dental lender.
Learn how many years you need to have on your lease and the specific clauses that must be in your lease in order to sell your practice.
Learn about the average buyer profile, in today's market, and the processes of loan approval, underwriting and closing.
Learn the complicated steps of the sale and the average timeframe; from signing the listing agreement to closing day.
Join These Industry Experts in Newport Beach
The event will be held in the Card Room at the exclusive Bahia Corinthian Yacht Club
The Speakers
FEATURED INDUSTRY EXPERTS
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Healthcare Attorney
CONNECT
Lee Maddox, D.D.S., J.D.
Founder of Maddox Healthcare Law
Dr. Maddox received his D.D.S. degree from the University of Southern California in 1987, his certificate in Endodontics from the University of Southern California in 1989, and his board certification in Endodontics in 1995. Dr. Maddox received his J.D. degree from Whittier College of Law, Costa Mesa, California where he graduated in the top one-third of his class.
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Dr. Maddox practiced Endodontics and maintained two offices in Orange County for nine years. During this time, his endodontic practice experienced a 700% increase in production during this nine year period. Dr. Maddox has served as a clinical instructor at the University of Southern California School of Dentistry and Loma Linda School of Dentistry.
Dr. Maddox has been providing legal services to Dentists for over ten years, helping thousands of doctors with their transition needs as well as general legal services. He has been in the dental transition business as a Practice Broker since 2010. After three successful years as a dental practice broker, Maddox Practice Group was acquired by Henry Schein PPT, the dental practice transition division of Henry Schein Dental, in February, 2013. After over 5 years as Vice-President and Regional Director for the western United States for Henry Schein, Dr. Maddox retired from Henry Schein and has re-opened his law practice. Dr. Maddox now enjoys practicing law full time in Costa Mesa and helping dentists, veterinarians and medical professionals.
Shannon Blackmon
CERTIFIED FINANCIAL PLANNER™ at Thomas Doll
Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals.
Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council. She is a member of ProVisors, Dental Speaker Institute, and Dental Speakers Bureau.
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Portfolio Advisor
CONNECT
03
Healthcare Lender
CONNECT
Matthew Christie
Sr. Regional Director of Practice Finance
Matthew Christie is a Senior Regional Director of Practice Finance in Southern California for Provide. He is a dedicated Health Care representative for the company in the medical professional field working with Dentists, Veterinarians and Medical Doctors who are looking to acquire, start, or refinance a practice. Matthew is also able to facilitate commercial real estate loans in conjunction with a practice.
Matthew joined the Provide in 2019 with an extensive background in small business lending, owner user commercial real estate, and franchise finance. In his current capacity, Matthew is often a guest speaker at many of the local dental schools where he educates students on business plans, personal credit, and budgeting. He has also been a speaker for The California Dental Association, where he lectured to dentists looking to acquire and grow their practices. Matthew has been a consistent top performer throughout his career.
Mathew holds a degree in Economics from California State University, Sacramento and currently resides in Newport Beach, California.
Whitney Tharaldson, M.B.A.
Founder of The Tharaldson Group, Inc.
Whitney is the founder of The Tharaldson Group, Inc., the premier brokerage serving dentists and doctors, located in Newport Beach, California. Whitney has worked on hundreds of transactions in the competitive southern California dental practice transitions arena since 2011 and has forged many valuable relationships with buyers, sellers and industry professionals. Whitney is very successful in completing her ultimate goal: appropriately matching buyers and sellers for a seamless transition and satisfied clients.
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Whitney has spent the majority of her career and life immersed in the dental and real estate industry and thus has a unique and well rounded perspective. Whitney has worked in several dental practices, has worked for Henry Schein as a Field Sales Consultant and was the company's first Business Consulting Specialist and as a dental practice and commercial real estate broker for over 10 years. Whitney is also the daughter of a dental attorney and dentist and is a third generation real estate broker. Due to her vast experience, she is well suited to provide her clients with the best possible experience.
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Whitney holds a Master of Business Administration degree with an emphasis in Leadership and Management from the University of La Verne. Whitney also holds a Bachelor of Arts degree from Long Beach State University with a major in Interpersonal and Organizational Communication Studies and a minor in Chemistry.
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Dental Broker
CONNECT
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$25 Admission Fee
The Testimonials
PROVEN RESULTS
“Selling my Dental practice was a life-changing event and can be very stressful. Having Dr. Maddox represent and guide me through the process made the experience not only easy but rewarding. Dr. Maddox’s knowledge and expertise of the law with regards to the sale of a dental practice is amazing. His many years of experience definitely shined. I had the utmost confidence in him which in turn kept me calm throughout the sale.
Dr. Maddox is very fair and honest and is not afraid to represent his client. Disagreements can and will arise with the other party involved. Dr. Maddox handles those situations professionally and calmly, always having his clients' best interests in mind. Dr. Maddox is efficient and time is not wasted. Calls and emails are returned promptly. Time is money. I did not waste one dime by hiring Dr. Maddox. The final price tag for his services was very fair and affordable.
As I end my Dental career, I can assure you Dr. Maddox and his team made it easy to move on to the next chapter of my life.”
Thomas Nichol, D.D.S.
“Thank you so much for the program and great content. Shannon Blackmon provides a unique perspective and synergy with the tax side of financial planning.”
Quincy L. Gibbs, DDS, FACP
“Whitney Tharaldson did an outstanding job helping me sell my dental practice. My practice had been on the market for five months without much action at all before I retained Whitney. She came in and hosted an open house, which took place within one week of signing the listing agreement.
I had 3 full price offers on the table within 2 weeks of listing my practice with her. Her extensive knowledge of my practice financials and practice management software aided me in generating the reports necessary to demonstrate the financial health of my business.
Whitney vetted all the potential buyers and provided guidance as to which one was the strongest. She was always on top of everything and kept the process moving along smoothly. I was always well informed as to the progress of the buyer’s loan approval and application process and then during negotiations with our respective dental attorneys.
Whitney was a pleasure to work with, I highly recommend her and I only wish I had contacted her five months earlier!”