PM-3 - Key Legal Considerations in Practice Transitions

Thursday, April 28, 2022

4:30 PM – 5:30 PM PST

Location: 126

CE: 1.0

Speaker(s)

David M. Aafedt, J.D.

Shareholder, Practice Group Leader and Board Member
Winthrop & Weinstine, P.A.
Minneapolis, Minnesota

Disclosure: I do not have any relevant financial / non-financial relationships with any proprietary interests.

Session Host(s)

Ron C. Hill, D.D.S., M.S.D.

Endodontist
Southwest Endodontics
Houston, Texas

Disclosure: Sonendo Inc. (Individual(s) Involved: Both Myself and my Spouse/Partner): Consultant, Stockholder/Ownership Interest (excluding diversified mutual funds)

Every practice transition is distinct, and each one is driven by the unique personalities of the individuals and businesses involved in the deal. And while the same can be said of the legal and business considerations involved in practice transitions, there are many issues that are common across all of them. During this presentation, David M. Aafedt, Shareholder, Practice Group Leader and Board Member at the Minneapolis Law Firm of WInthrop & Weinstine, P.A., will explore the key business and legal considerations to keep in mind during any practice transition, whether the sale is being made to an individual, a practice group, or a DSO.

Learning Objectives:

Describe the steps that a prospective seller or purchaser should undertake before commencing the transition process
Identify the due diligence that should be undertaken prior to closing on any practice transition
Summarize the key legal and business issues that arise in a practice transition