Webinar · Transitions
Associate Buy-Ins and Partnership Structures
Win-Win Transitions
For owners weighing a second owner: whether the practice can support one, how a minority interest is valued, which buy-in structure fits and how to protect both partners through a future exit.
What you will learn
Win-Win Transitions
- Evaluate whether your practice can support a second owner
- Explain how a minority interest is valued versus a full sale
- Compare the four primary buy-in structures
- Select an income division model and weigh its trade-offs
- Know what lenders require and when seller financing fills the gap
- Recognize buy-sell provisions that protect both partners
Learning objectives
By the end of the session, participants will be able to:
- Evaluate whether their practice has the production, capacity, and profitability to support a second owner
- Explain how a minority interest is valued and why that number differs from a full practice sale price
- Compare the four primary buy-in structures and identify which one fits their timeline and tax position
- Select an income division model and understand the trade-off each one carries
- Identify what a lender requires to fund a partial interest and when seller financing bridges the gap
- Recognize the buy-sell provisions that protect both partners through a future exit
Speaker
Led by
Questions before you register?
Follow us
What we offer
- Dental Coaching
- Healthcare Coaching
- Accounting
- Transitions
- Real Estate
- Marketing
Phone
844-552-7100Got a question, challenge or idea?
Ask about the session or your own situation. We reply within one business day.