Mastering Practice Transition Success: Avoid HR Pitfalls, Strengthen Your Financial Future, and Prepare for a Smooth Practice Sale
Brought to You by Dental & Medical Counsel | Earned, The California Dental Association, and the Ostrow Century Club Alumni Association
Join us for a rare, high-value program created exclusively for doctors preparing to sell their practices. Dental and Medical Counsel is collaborating with CDA, TDIC Insurance Solutions, and USC to bring you a morning of real guidance, practical strategies, and candid conversations you will not find anywhere else.
You will learn how to avoid HR pitfalls that can jeopardize a sale, discover legal tax strategies that can significantly reduce or even eliminate federal income tax, and hear an unscripted fireside chat comparing private buyers and DSO offers side by side.
This event is designed to protect your legacy, strengthen your financial future, and help you navigate your transition with confidence.
After the seminar, feel free to enjoy lunch with current Ostrow Dental students and chat with representatives at the Vendor Fair.
You will learn how to avoid HR pitfalls that can jeopardize a sale, discover legal tax strategies that can significantly reduce or even eliminate federal income tax, and hear an unscripted fireside chat comparing private buyers and DSO offers side by side.
This event is designed to protect your legacy, strengthen your financial future, and help you navigate your transition with confidence.
After the seminar, feel free to enjoy lunch with current Ostrow Dental students and chat with representatives at the Vendor Fair.
Location
Ostrow School of Dentistry of USC
925 W 34th St, Los Angeles, CA 90089, USA
925 W 34th St, Los Angeles, CA 90089, USA
Date & Time
February 7, 2026
8:00 AM - 12:30 PM
Fee
$49
Breakfast, Lunch, a Resource Binder, and a Vendor Fair included!
8:00 AM - 12:30 PM
Fee
$49
Breakfast, Lunch, a Resource Binder, and a Vendor Fair included!
Agenda
8:00 AM
Registration / Breakfast
9:00 AM
Steer Clear of HR Pitfalls and Boost Practice Profitability - Ali Oromchian, J.D., LL.M.
10:00 AM
Remarks from the TDIC Insurance Solutions Advisor - Samson Landeros, and the California Dental Association
10:30 AM
Your Practice the Smart Way: How to Protect Your Wealth and Minimize Federal Taxes - Carson Henderson CPA/PFS
11:15 PM
Break
11:30 PM
Fireside Chat: How to Evaluate Private Buyers and DSO Offers for a Successful Transition - Brian Christensen CFA, Rishi Salwan DDS, Ali Oromchian, J.D., LL.M.
12:30 PM
Final Questions / Lunch
What You Will Learn
- How unresolved HR issues can increase legal risk, disrupt operations, and negatively impact the value of your practice during a sale — and how to clean them up before they become a problem
- The HR systems, policies, and documentation buyers look for during due diligence and how strengthening them can improve buyer confidence and negotiation leverage
- How federal income taxes affect practice sale proceeds and what proactive tax planning strategies can significantly reduce or even eliminate federal tax exposure
- How to private buyer and DSO offers beyond headline numbers, including differences in deal structure, expectations, and long-term implications
- How to approach a practice transition with clarity and coordination across legal, financial, and operational considerations, so you can protect your wealth and leave on your own terms
Speakers
Ali Oromchian, JD LLM
Founding Attorney
Dental & Medical Counsel
Samson Landeros
New Dentist insurance advisor
TDIC IS
Practice management analyst
CDA
Carson Henderson, CPA / PFS
Senior Wealth & tax advisor
Earned Wealth
Brian Christensen
Chief Development Officer
7 Pillars Advisory
Rishi Salwan
CEO
Dr. Rishi Salwan Dental Practice Sales