Bank of America
When you need financing for your dental practice, you want to work with someone who understands your industry. For over 20 years, Bank of America Practice Solutions has helped dentists across the nation reach their goals through smart financial solutions1 and expert guidance. Whether you own a practice or are just getting started, we can provide customized financial help for your short-term needs and long-term aspirations.

Preparing to Buy a Dental Practice?

Purchasing a practice can be an overwhelming experience so we’re bringing together the professionals to walk you through process.

Are you a dentist with a vision to own your practice? Discover the key insights and strategies to acquire your dream dental practice at our Buyers Presentation. The professionals below will provide comprehensive guidance to help you make informed decisions and achieve your goal of practice ownership. Don’t miss this opportunity to take the next step towards fulfilling your entrepreneurial dreams in dentistry. Reserve your seat now and embark on the path to practice ownership!

Topics to be discussed

Uncover invaluable tips on navigating the intricate process of purchasing a dental practice with our expert team of professionals, including:

  • Bank of America (Jarrett Mathews): Gain valuable financial advice and insights on funding options from our trusted banking partner.
  • Epstein Practice Brokerage, LLC (Mark Epstein): Learn from an experienced dental broker about valuing dental practices and the complete process of buying the right dental practice.
  • David Goodman, CPA, MST: What is a valuation versus an evaluation? Learn about tax entity selection and why you need a Dental CPA. Gain an understanding of how to be a practice leader.
  • Paul Elias: Ensure a smooth transaction process with legal expertise from an attorney who specializes in dental practice acquisitions.

Thursday, June 13, 2024

Registration: 5:30pm - 6:00pm

Seminar: 6:00pm - 8:00pm

Location: The Office Tavern Grill

3 South St

Morristown, NJ 07960

 

Pricing:

$25 to hold spot, limited seating, refunded upon event participation (dinner included)

Purchase and start-up:  

  • Practice sales and purchases
  • New practice start-ups
  • Owner-occupied commercial real estate products2

Growth and restructuring:  

  • Improvement and expansion financing
  • Equipment financing
  • Practice debt consolidation3

Visit Site

Expert guidance. Personal attention. Real Solutions.

Association members receive 50% reduction in loan administration fees.4 To learn more, call us toll free at 800.497.6076 Monday through Thursday, 8 a.m. to 8 p.m., and Friday, 8 a.m. to 7 p.m. EST. You can also click here for more information or to schedule a phone consultation.


Jarrett Mathews

Jarrett Mathews

Practice Acquisitions
(845) 642-8099
jarrett.mathews@bofa.com

Jason McKenzie

Jason McKenzie

Startups, Projects, Refinances,
& Real Estate
(201) 401-9142
jason.a.mckenzie@bofa.com


1 All programs are subject to credit approval and loan amounts are subject to credit worthiness. Some restrictions may apply.
2 For Owner-Occupied Commercial Real Estate loans (OOCRE), terms up to 25 years and 51% occupancy are required. Real Estate financing options are subject to approval and product availability is subject to change. For SBA loans, SBA eligibility and restrictions apply.
3 Bank of America may prohibit use of account to pay off or pay down another Bank of America account.
4 To be eligible for this reduction, applicants must provide association name and membership number at time of approval.

Bank of America is a registered trademark of Bank of America Corporation. Bank of America Practice Solutions is a division of Bank of America, N.A. ©2019 Bank of America Corporation | MAP#3249875