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CA Legal Services for Dentists
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CA Practice Sales Letter of Intent
CA Corporation Confidentiality Agreement
Associate Agreement Partnership Agreement
Shareholder Agreement New Lease / Lease Review
Minute Book Rehabilitation Annual Corporate Minutes
Estate Planning LLCs


CA Practice Sales

Why You Need a Dental Practice Sale Expert

Legal consultation and documentation production and review for the sale or purchase of a CA dental or orthodontic practice, representing either buyer or seller. Dual representation available with conflict of interest letter. Flat rate or hourly fee available. Please contact me for details.

Flat rate is ALL INCLUSIVE: legal consultation, drafting and review of practice transition documents, including the Asset Purchase Agreement, Non-Competition Agreement, Pre- and/or Post-Sale Association or Employment Agreements, Lease Review and Assignment, Accounts Receivable Agreement, and Bill of Sale, with no time limit and all telephone calls and emails included. A free customized retirement plan feasibility (or retirement plan exit strategy) study is also included. Seller's sale or lease of the practice real estate, Buyer SBA loan matters, opinion letters, and Seller's financing documents are not included in flat rate, but are available separately.

NOTE: partial sales that result in a continuing professional relationship between the parties should consider a partnership agreement and/or incorporation, also available separately.

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Letter of Intent

Providing, reviewing and/or discussing a non-binding letter agreement, whether required by (i) a practice broker before you are allowed to inspect the seller's financial and other practice documents, (ii) a lender before qualifying you for the loan, or (iii) the parties themselves prior to drafting full sale documentation. Payment will be applied to your flat rate Dental Practice Sale price if you choose to go forward with the purchase. Includes exclusive dealing and non-disclosure provisions. Flat rate or hourly fee depends on circumstances. Please contact me for details.

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CA Corporation

Compare Advantages of C corporations vs. S corporations
Top Ten Incorporation Mistakes

Flat rate price is ALL INCLUSIVE; filing fees, legal consultations, name availability, Articles, Bylaws, Election of Directors/ Officers, Minutes of First Board Meeting, Assignment and Employment Agreements, S Election or Medical-Dental Reimbursement Plan (as applicable), Stock Certificate issuance, regulatory and securities filings, Employer ID Number, EDD Notification, over-the-counter filing, corporate kit, and all other expenses are included in flat rate price. Same day rush filing available for additional fee. CA corporation dissolutions also available at a flat fee. Please contact me for details.

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Confidentiality Agreement

Requires a potential buyer to not disclose or use the information obtained by inspecting the office, tax returns and other business information. For use when inspection is allowed before Letter of Intent is completed and includes exclusive dealing provisions. Flat rate or hourly fee depends on circumstances. Please contact me for details.

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Employment/ Associate Agreement

For your employee or associate (independent contractor) dentist. Compensation by day rate, production, or collections. Includes non-competition provisions. other partners and employees. Does not include purchase of partial interest in a dental practice. Flat rate or hourly fee depends on circumstances. Please contact me for details.

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Partnership Agreement

Compare Advantages of Corporations vs. Partnerships

Legal consultation and documentation for a partnership agreement for two or more dental practitioners sharing the same office. Income, expenses and assets can be shared equally, shared prorata to production or collections, or allocated separately to the individual practitioners. Includes buyout arrangements on retirement, loss of license, disability or death. Note: separate professional corporations for each partner are suggested to avoid personal liability for the acts and omissions of other partners and employees. Does not include purchase of partial interest in a dental practice. Flat rate or hourly fee depends on circumstances. Please contact me for details.

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Shareholder Agreement

For the mandatory or optional purchase of a departing shareholder's or partner's ownership interest in the practice after death, disability, loss of license or retirement. Life and/or disability insurance may be purchased (and premiums sometimes deducted) to cover such a buyout. Flat rate or hourly fee depends on circumstances. Please contact me for details.

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New Dental Office Lease
or Dental Lease Review

New dental office lease is a net, modified gross, or gross lease (your choice), single office, customized for a dental office. Dental office lease review includes review, proposed changes and discussion prior to re-submission to landlord. Flat rate or hourly fee depends on circumstances. Please contact me for details.

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Minute Book Rehabilitation

Flat rate review of corporate minute book and completion/correction/filing of missing or incorrect documentation, all designed to enable the minute book to withstand an IRS audit and maintain limited liability protection. Organizational, regulatory, tax and securities issues all addressed; filing fees and corporate record book orders are additional. Please contact me for details.

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Annual Corporate Minutes

Annual service: flat rate completion of customized annual corporate minutes package, complete with waiver of notice, agendas, draft minutes and corporate questionnaire, designed to enable the minute book to withstand an IRS audit and maintain limited liability protection. Please contact me for details.

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Estate Planning

Click Here for Flat Rates
Top Ten Estate Planning Mistakes

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LLCs (not for CA dentists or doctors)

Compare Advantages of Corporations vs. LLCs

Flat rate price is ALL INCLUSIVE; filing fees, legal consultations, name availability, Articles, regulatory filings, Employer ID Number and EDD Notification (if applicable), over-the-counter filing, and all other expenses are included in price. Same day rush filing available for additional fee. Please contact me for details.

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