Selling Your Practice

NOTE: This seminar is being rescheduled for the fall of 2018

Selling Your Practice:
What to do Before, During and After the Sale

You’ve worked your entire professional life building your practice with the expectation that you will be able to sell for a modest profit and live comfortably in retirement.  In reality, there are many potential missteps along the way that could negatively impact your ability to retire when and how you originally expected.  Creating a coherent exit strategy that is tied to a financial plan may help you obtain optimal value and meet your retirement lifestyle goals.
This presentation will explore all facets of an exit strategy, from preparing a practice for sale to life after ownership. Presenting will be Craig Castelli of Caber Hill Advisors and David Zemon of MEDIQUS Asset Advisors, Inc.

Topics that will be discussed include:

  • Practice valuation
  • Common transaction terms
  • Tax implications
  • Financial planning
  • Risk analysis
  • Estate planning
 Key learning points*:
  1. Understand the impact of a seller’s corporate entity type (C Corp, S Corp, LLC, etc.) on the sale of their practice
  2. Understand the impact of the Tax Cuts and Jobs Act (2017 tax reform) on opportunities for both growth and exit “
  3. Identify unique strategies and tactics to position a practice for sale and to position yourself for a more enjoyable retirement
  4. Define the most logical buyer(s) for your practice

Practice owners can expect to leave this talk with a firm understanding of how to prepare their practice and themselves for such an event, with clear action items that they can implement the moment they return to the office.


*Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member:  FINRA/SIPC. Investment Advisory Services offered through Mediqus Asset Advisors.   Mediqus Asset Advisors, Caber Hill Advisors and Ausdal Financial Partners are independently owned and operated.


7:30am    Hot Breakfast & Networking
8:00am    Presentation Begins
9:30am    Q&A and Open Networking


Maggiano's Little Italy

1901 Woodfield Rd
Schaumburg, IL 60173

Maggiano’s Little Italy
1901 Woodfield Rd
Schaumburg, IL 60173

Tel: (847) 240-5600

February Sponsors

February Speakers

Craig Castelli

Craig Castelli

Founder & CEO

Caber Hill Advisors

David Zemon

David Zemon

Wealth Manager

MEDIQUS Asset Advisors