Will You Ever Sell Your Practice
for a Fair Price and Retire Someday?  How?

 (By the way, if you think you’ve already got a plan in place,
you need to read on too, because there are lots of traps
to watch out for that you might not expect!)

Estate planning attorneys often get lost in the daily grind of meeting clients, drafting and reviewing documents, answering e-mails and phone calls, managing their staff and all the other details of your practice - - without ever planning for the big picture issue of how you will successfully exit someday.

And when the time does come to exit, most estate planners either don’t know how, don’t get a fair price, or blow up any potential sales and wind up getting nothing for their years of hard work!

Join us on along with nationally renowned estate planning attorney and Ultimate Estate Planner President, Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, for a special presentation entitled, “Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday”.

Phil will share his over 40 years of experience in both buying and selling several professional practices - - and the knowledge of what can go wrong (based on many transactions that didn’t close and a lot of trial and error!).  He’ll provide you with a practical, tested checklist of the things that you need to know and implement right now, way in advance of selling your practice!

During this 2-hour presentation, you will learn:

• The 7 Key Strategies to Successfully Selling Your Practice (and why even one misstep may result in failure!)

• The 5 Key Items a Smart Buyer Will Be Looking For (not exactly what you may think!)

• How to start properly positioning your practice for sale, starting right now (so it becomes more attractive and you receive a higher price)

• What NOT to do before you’re ready to sell (that might result in getting the lowest price or no offers at all!)

• What kind of Buyer you should be looking for (an insider, outsider or both?)

• How to target market to that right Buyer (there are 3 common ways and one is a total disaster!)

• How do you determine a fair Selling Price? (it’s not a simple “one-size-fits-all” formula and the right factors on your side will dictate a much higher price!)

• When to discuss Price with the Buyer (and, more importantly, when NOT to!)

• The tough Due Diligence questions you better be properly prepared to answer!

• How to negotiate and structure “the Deal” (including the critical Sales Contract provisions most model forms overlook!)

• The immediate actions you should take AFTER the sale closes (if you’re serious about getting paid in full!)
• And much, much more!

Your purchase includes an instantly downloadable video and audio presentation, PDF handout materials.  You get all of this and more for your office for just $249.  A PDF transcript is available as an add-on for an additional fee.

LOOKING TO BUY A PRACTICE?

If you are interested in buying or acquiring or merging in a practice, please send an e-mail to us at events@ultimateestateplanner.com.  We are currently working on a program that will address the key steps to purchasing a practice from the Buyer’s perspective.  We can let you know more details as soon as that program is available.