1 CDE

PMOD32 - Your Exit Plan: Planning Ahead for Retirement

On-demand

Speaker(s)

Mara L. Shorr, BS, CAC II-XVI

Partner
Shorr Solutions
Winter Park, Florida

Disclosure: Nothing to disclose.

Handouts
Jay A. Shorr, BA, MBM-C, CAC I-XVI

Founding Partner
Shorr Solutions
Coral Springs, Florida

Disclosure: Nothing to disclose.

One never dreams of a retirement plan when wrapping up medical education. It often creeps up, leaving the OMS without a solid plan put in place at the proper time. Selling a practice is not going to be easy, but one will be sure to make the transition as smooth as possible and receive the highest worth possible by creating a roadmap ahead of time. This session is designed for those considering retiring in the next five to 10 years.

Learning Objectives:

At the conclusion of this presentation, participants should be able to:

Discuss what should happen seven years, five years and one year from the retirement date and how to implement it.
Identify which professionals the OMS will need to refer to for assistance with putting key components of the plan in place.
Explain what should be looked for in a buyer.