Dental Practice Sales
Orthodontic Practice Sales
Dental Partnerships
Letter of Intent

A full-service business practice,
emphasizing small business start-ups,
dental practice sales and transitions,
corporate and business law and related tax issues,
real property, and estate planning.

Prompt and personalized service guaranteed.

PROFESSIONAL PRACTICES

Practice sales and transitions (dental, medical, veterinary) and related tax allocations; PLLC and corporate formations; partnership agreements; expense sharing, shareholder, employment and association agreements; commercial and private lending; and medical and dental office leases.

CORPORATE & BUSINESS LAW

PLLC, LLC and corporate formations, maintenance and securities registration exemptions; business sales; buyout, employment and independent contractor agreements; consumer and commercial collections; loan, lease, distribution, marketing, licensing, non-disclosure and other customer and supplier contracts; and pre-trial litigation, counseling and resolution of various civil law matters.

REAL PROPERTY LAW

Real property leases, sales, options and loans; road and utility system maintenance agreements, CC&Rs and grants of easements; and partnership and LLC formations.

ESTATE PLANNING

Living trusts, wills, insurance trusts, health care directives, powers of attorney, and gift and tax planning.

EDUCATION

USC Law School, J.D., 1984
  Top 20% Graduate
Dartmouth College, A.B., 1981
  Honors Program in Mathematics
  Golf Team

LICENSED

California, 1984
Texas, 2000
Tennessee, 2007
US Tax Court, 1989
US Supreme Court, 2009
California Broker, 1998

PROFESSIONAL
ORGANIZATIONS

US Supreme Court Bar
California Bar Association
Texas Bar Association
Tennessee Bar Association
Santa Barbara County Bar Association
  Medical Legal Committee (Chair 1993-1997)

REFERENCES

California Practice Sales, Inc.
Integrity Practice Sales
Ken Rubin Practice Sales, Inc.
Lee Skarin and Associates, Inc.
Maddox Practice Group, APC
Practice Transition Partners, Inc.
Radman, White and Associates, Inc.
Western Practice Sales | John M. Cahill Associates
Berti Spechler Sarmiento McKay and Co., LLP
and many individual dentists, corporations, and other small businesses

PUBLICATIONS
(SELECTED)

Buyer and Seller Beware: Why You Need a Dental Transition Attorney, California Dental Association Journal (2008)
Safely Choose a Tradename for Your Business; Avvo Legal Guides (2009)
Top 10 Incorporation Mistakes; Avvo Legal Guides (2009)
Corporate Formalities: Protecting Your Tax and Limited Liability Benefits; Avvo Legal Guides (2010)
Business Startup Checklist: Corporations; Avvo Legal Guides (2011). See also startup checklists for One Person LLCs and Multi-Member LLCs.
S Corporation Payroll Tax Issues; Avvo Legal Guides (2010)
Top 10 Estate Planning Mistakes; Avvo Legal Guides (2009)

NOTES

Dual Representation Brokers (2012)
"Truth Serum" for your Prospective Dental Attorney (2011)
Obtaining Insurance Billing Numbers on Practice Purchase (2010)
Sample Patient Termination Letter (2010)
Phased Buy-Ins (2010)
Group Practice Options (2010)
Stop Embezzlement and Security Breaches (2010)