Join us for an insightful event designed to help dental professionals maximize the value of their clinics and prepare for a successful transition when it's time to sell. This event brings together industry experts who will provide actionable strategies, legal and financial guidance, and key insights into the valuation and sale of dental practices.
February 13, 2025
6 PM - 9 PM
Light Refreshments
Henry ScheinCalgary Branch4303 26th Street NECalgary, ABT1Y 7K2
Take the next step toward securing your practice’s success!
REGISTER BELOW
PRESENTATIONS
MAXIMIZE THE VALUE OF YOUR DENTAL CLINIC
PLANNING AHEAD FOR THE SALE OF YOUR PRACTICE
Mohamed Ismail, CPA
Shift Accounting
Learn how to boost the financial health and operational efficiency of your practice with actionable strategies from Mohamed Ismail, a financial advisory expert for dental clinics. Whether you’re considering selling or simply want to enhance profitability, this presentation will guide you in building a high-value, thriving practice with flexibility for the future.
Joel Chabot
Henry Schein Tier Three Brokerage
Joel Chabot, Calgary Branch Manager at Henry Schein and Transitions Consultant with Tier Three Brokerage, will provide expert insights into how dental practices are valued and share key strategies to enhance the value of your clinic before selling. With a strong commitment to the dental community in Southern Alberta, Joel has extensive experience guiding dental professionals through appraisals, valuations, and practice transitions. His presentation will equip you with practical steps to strategically position your clinic for maximum value, ensuring a successful and profitable sale.
MAXIMIZE THE VALUE OF YOUR DENTAL CLINIC
Mohamed Ismail, CPA
Shift Accounting
Learn how to boost the financial health and operational efficiency of your practice with actionable strategies from Mohamed Ismail, a financial advisory expert for dental clinics. Whether you’re considering selling or simply want to enhance profitability, this presentation will guide you in building a high-value, thriving practice with flexibility for the future.
GETTING YOUR PRACTICE READY FOR SALE
Robert Fooks
McLeod Law
Barb Johns
Henry Schein Tier Three Brokerage
As the eldest child in her family, Barb spent most of her life immersed in the dental industry as this was often a topic of conversation around the dinner table, and at one point or another she and most of her siblings worked in the industry in various roles. Barb’s parents, Mary Jane and Barry Howie, started Tier Three in 1982 and on and off, Barb worked for the company for the next several decades as her own family grew. Barb began focusing on a full-time basis for the company over a decade ago, first in the area of appraisals and management, and by 2014 as a Sales Representative as well.
Robert Fooks, a seasoned lawyer in transactions and commercial matters, will walk you through the essential legal steps to prepare your practice for sale. From trademarks and intellectual property to acquisitions and divestitures, Robert’s expertise will help you navigate the complexities of selling a dental clinic.
PLANNING AHEAD FOR THE SALE OF YOUR PRACTICE
Joel Chabot
Henry Schein Tier Three Brokerage
Joel Chabot, Calgary Branch Manager at Henry Schein and Transitions Consultant with Tier Three Brokerage, will provide expert insights into how dental practices are valued and share key strategies to enhance the value of your clinic before selling. With a strong commitment to the dental community in Southern Alberta, Joel has extensive experience guiding dental professionals through appraisals, valuations, and practice transitions. His presentation will equip you with practical steps to strategically position your clinic for maximum value, ensuring a successful and profitable sale.
MAXIMIZE THE VALUE OF YOUR DENTAL CLINIC
Mohamed Ismail, CPA
Shift Accounting
Learn how to boost the financial health and operational efficiency of your practice with actionable strategies from Mohamed Ismail, a financial advisory expert for dental clinics. Whether you’re considering selling or simply want to enhance profitability, this presentation will guide you in building a high-value, thriving practice with flexibility for the future.
SAFEGUARD YOUR WEALTH FOR THE FUTURE
GETTING YOUR PRACTICE READY FOR SALE
Shayne Shepherd & Larry Scammell
Robert Fooks
KOHR Wealth Management
McLeod Law
Robert Fooks, a seasoned lawyer in transactions and commercial matters, will walk you through the essential legal steps to prepare your practice for sale. From trademarks and intellectual property to acquisitions and divestitures, Robert’s expertise will help you navigate the complexities of selling a dental clinic.
KOHR Wealth founders Shayne Shepherd and Larry Scammell will guide you through bespoke wealth management strategies that protect your assets and unlock new opportunities. Discover how to manage your wealth in a tax-effective way and preserve your capital for future generations while accessing more of it today. Their tailored approach will help you make the most of your life’s work, whether you’re managing or preparing to sell your practice.
SAFEGUARD YOUR WEALTH FOR THE FUTURE
Shayne Shepherd & Larry Scammell
KOHR Wealth Management
KOHR Wealth founders Shayne Shepherd and Larry Scammell will guide you through bespoke wealth management strategies that protect your assets and unlock new opportunities. Discover how to manage your wealth in a tax-effective way and preserve your capital for future generations while accessing more of it today. Their tailored approach will help you make the most of your life’s work, whether you’re managing or preparing to sell your practice.
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