At DDSmatch, we work in tandem with a host of trusted advisors to ensure seamless transitions for the dentists we serve. Through our relationships, we work together to help our clients meet their specific goals. The following is a great example of how a successful transition comes together by working in tandem with multiple professionals…
With the help and collaboration of trusted referral sources, Todd & Sheryl Garfinkel were able to help Dr. Bryce Miller and Dr. Matt Chen with the transition of their practice to Dr. David Morabito. The transition would not have been possible without the seller’s attorney Joe Leone of West & Feinberg, P.C., the buyer’s attorney Erica Pero of Pero Law, PLLC, Blue & Co. CPAs/Advisors and Travis Dickens with PNC Bank. This sale was unique due to the large size of the practice and the associated lease however, the Garfinkels were able to find a very unique buyer who had the level of need to fit this profile. DDSmatch is thankful for another seller trusting our professionals through the process of their practice transition!
A note from Dr. Chen…
“It was a delight to work with Todd and Sheryl. They are professional, responsive and efficient. I would highly recommend anyone who is looking for a reliable and trustworthy broker.”
About Joe Leone, West & Feinberg, P.C.
Joe Leone handles all aspects of the medical and dental practice structure through and including the structuring, negotiating, documenting and implementing employee arrangements, partnership arrangements, acquisitions and sales. Mr. Leone heads the firm’s medical and dental acquisition practice. Mr. Leone also provides estate planning services to business owners and other individuals, helping them transfer their assets to future generations while minimizing transfer taxes. To get in touch with Joe, visit https://www.westfeinberg.com/joe-leone
About Erica Pero, Pero Law
Erica Pero is a business and healthcare attorney who focuses on helping businesses in the healthcare industry. Her proficiency rests in the state and federal healthcare regulations impacting day-to-day business decisions such as HIPAA and regulatory compliance, employment matters, and corporate strategy. She also assists her clients with larger projects including mergers, affiliations, partnerships, dissolution, and joint ventures. Her primary practice area is corporate health law, and her expertise thrives in helping health care providers and businesses navigate the web of complex regulations governing the industry. To learn more about Erica, visit https://perolaw.com/about
About Travis Dickens, PNC Bank
PNC understands the unique challenges your practice faces and the special role that cash flow plays in your success. They provide an array of solutions to help optimize your practice’s cash flow. Your PNC Healthcare Business Banker will identify key components of your practice that affect your revenue cycle, and help you select the options best suited for your needs. To get in touch with Travis, connect with him here https://www.linkedin.com/in/travis-dickens-ab163924/
About Blue & Co.
Blue & Co., LLC is an independent accounting and advisory firm with more than 400 people in 10 offices across Indiana, Ohio, and Kentucky. They specialize in finding ways to help you achieve personal, financial, and life goals. When working with DDSmatch, your practice will be analyzed by Blue & Co. certified Valuation Analysts with dental industry expertise. This analysis leads the financial process for all parties. To learn more, visit https://www.blueandco.com
Meet Todd & Sheryl HERE
