EPISODE · Feb 18, 2025 · 36 MIN
TT Ep 121 - Asset vs. Stock Sale: The Implications for Your Dental Partnership
from Transition Talk · host NDP
The sale structure of a dental partnership is an important detail that can impact the deal and life as partners. One structure may sound like the best option—be it for simplicity or efficiency—but that doesn’t mean it will have the best outcome in the future. Joining this episode to offer their legal and financial expertise is attorney Matt Mitchell from Friday, Eldredge and Clark LLP and Cain Watters & Associates Financial Planner Sarah Oliver. They discuss the tax and legal implications of asset versus stock sales, common misconceptions, repercussions of making adjustments after the fact and the importance of operating agreements.
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TT Ep 121 - Asset vs. Stock Sale: The Implications for Your Dental Partnership
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