TT Ep 121 – Asset vs. Stock Sale: The Implications for Your Dental Partnership

Transition Talk Episode 121 - Asset vs. Stock Sale: The Implications for Your Dental Partnership

The sale structure of a dental partnership is an intricate piece 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 same impact in the future.  

To offer their legal and financial expertise, Christy brings in attorney Matt Mitchell from Friday, Eldredge and Clark, LLP and Cain Watters & Associates Financial Planner Sarah Oliver. Together, 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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