Here’s an overview of the enhanced services we now provide:
Entity Formation and Structuring: We can assist
buyers in forming the appropriate legal entity (e.g., LLC, PLLC, S-Corp) for
practice ownership, ensuring the structure offers optimal liability protection
and tax benefits.
Drafting and Reviewing Legal Agreements: We draft and
review essential agreements such as partnership agreements, employment
contracts, and non-compete agreements. For those involved in real estate, we
also provide customized lease agreements to ensure favorable and compliant
terms.
Regulatory Compliance and Licensing: Our team will
help you navigate state-specific dental board regulations and HIPAA compliance,
and ensure all required licenses and permits are in place before and after the
transition.
Employment Law Services:
We offer guidance on employment law matters, including employee
handbooks, workplace policies, and compliance with labor laws. Additionally, we
assist with staff transitions by drafting termination agreements or negotiating
employment terms for new hires.
Risk Management and Insurance: Our experts will
review and advise on malpractice and general liability insurance, offering risk
management consulting to help minimize potential liabilities.
Tax Planning and Asset Protection: We work closely
with tax professionals to optimize the tax implications of practice sales or
purchases and develop asset protection strategies to safeguard your personal
and business assets.
Real Estate
Services: With our newly added real estate broker, we can now assist with
drafting purchase agreements for practice property and physical property,
negotiating lease terms, and ensuring compliance with zoning laws. We’ll also
help structure real estate ownership to maximize tax benefits and minimize
liabilities.
Buying or Selling Properties: Commercial properties
(offices, retail spaces, warehouses). Market Analysis and Property Valuation, Practice/Property
appraisals assistance, Local market trend insights for optimal buying or
selling
Negotiating Offers: Offer submission and review for
buyers, Negotiating price and contract terms for both buyers and sellers,
Handling contingencies and counteroffers
Assisting with Financing: Connecting buyers with
possible lenders. Helping with pre-approval or pre-qualification
Managing Contracts and Paperwork: Ensuring compliance
with real estate laws and regulations
Coordinating closing documents
Closing Coordination:
Scheduling closing dates and ensuring a smooth transfer of ownership
Marketing and Promotion: Creating marketing plans for
practices/properties. Utilizing social media, websites, and print ads for
promotion
Succession Planning and Exit Strategy: We provide support in developing a clear
succession plan or exit strategy, drafting buy-sell agreements, and ensuring a
smooth ownership transition.
Dispute Resolution
and Litigation Support:
If any conflicts arise during or after your transaction, we
offer dispute resolution services, including mediation and, if necessary,
litigation support.
We are confident that these expanded services will further
streamline your practice transition process and offer the full scope of support
you need to achieve success. If you have any questions or would like to discuss
how we can assist with your specific needs, feel free to reach out. Our office
phone number is (480) 634-4803. Or your may reach us via our website of www.Cornderstonedt.com or our email of
bonnieb.cdt@gmail.com
Chad Flake
Transition Analyst l Real Estate Agent
Cornerstone Dental Transitions
Office: (480) 634-4803
Cell: (480) 206-9135
Email: Chadf.cdt@gmail.com
Address: 2121 W Chandler Blvd, Suite 112
Chandler, AZ 85224
Keller Williams Sonoran Living
LUXREintl.com
Each Keller Williams office is independently owned and
operated.