When buying a practice, it is vital that you understand the process from A to Z and the difference between assets versus the shares of a dental practice from a tax perspective. This understanding will ensure that you will reduce purchase risks and negotiate the best deals.
Atul Mehra is the Managing Director of M & Co, LLP and the leader of the Merger and Acquisitions in the Healthcare Division. His firm has advised hundreds of dental practices when purchasing a practice over the last 15 years. Atul will share important insider tips about the financial due diligence process when acquiring a new dental practice. He will help you obtain the best available bank financing and design a COVID-19 action plan to protect your investment.
This webinar will cover:
Agenda
1. The process to purchase a dental practice
2. Tips on how to conduct a chart audit
3. Tips and traps for buyers to be aware of
4. Dental practice valuation advice
5. Review of a specialized dental practice due diligence checklist
Presenters
Atul Mehra
Managing Director of M & Co., LLP Chartered Professional Accountants
Mr. Atul Mehra is the Managing Partner of M & Co. He holds an Honours Bachelors of Commerce Degree from York University, a designation as a Chartered Accountant & Chartered Professional Accountant in Ontario, Canada, Certified Public Accountant Certification (Illinois) in the USA, a Certificate in Dental Practice Management from the University of Toronto Faculty of Dentistry and has completed the Chartered Professional Accountants In-Depth Tax Course, the most comprehensive domestic and international income tax training program in Canada.
Sharky Liu
Founder and CEO of DentistFind
Sharky Liu is the founder and CEO of DentistFind, a results-driven dental marketing platform and marketing service that applies an analytical and data-based approach to increase new patient acquisition. DentistFind has successfully increased the number of dental office bookings for its clients by at least 40%. Sharky also founded the sold-out Dental Marketing Conference, an annual event featuring leaders in the dental marketing sector, and the Dental Marketing & Social Media Fundamentals course for the Faculty of Dentistry at the University of Toronto.