Perks of Membership- Bank of America
 
Bank of America
 

Ready to sell your practice and set your sights on retirement?
It's a Seller's Market


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Join us on Thursday, February 29, 2024 from 6:00 p.m. - 9:00 p.m.to address concerns of established doctors as they are looking to sell an existing practice. This comprehensive practice transition lecture is designed to offer you professional guidance as you consider your next steps towards planning your retirement. Learn about exit strategies, selling private vs. corporate, assembling your professional team, enhancing your practice value and more.

Featured Speakers

Jarrett Mathews, Bank of America
Paul Elias, Esq., Bittiger, Elias, Triolo & Diehl
Mark Epstein, Epstein Practice Brokerage, LLC
Mitchell S Brill, JD, MSFS, CFP, CAP, Altium Wealth Management
David Goodman, CPA, MST, PKF O'Connor Davies

Location:
Maggiano's Little Italy
70 Riverside Square Mall
Hackensack, NJ 07601

Cost:
Complimentary (food and beverage provided)

REGISTER HERE

When you need financing for your dental practice, you want to work with someone who understands your industry. For over 20 years, Bank of America Practice Solutions has helped dentists across the nation reach their goals through smart financial solutions1 and expert guidance. Whether you own a practice or are just getting started, we can provide customized financial help for your short-term needs and long-term aspirations.
 

Purchase and start-up:  

  • Practice sales and purchases
  • New practice start-ups
  • Owner-occupied commercial real estate products2

Growth and restructuring:  

  • Improvement and expansion financing
  • Equipment financing
  • Practice debt consolidation3
 
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Expert guidance. Personal attention. Real Solutions.

Association members receive 50% reduction in loan administration fees.4 To learn more, call us toll free at 800.497.6076 Monday through Thursday, 8 a.m. to 8 p.m., and Friday, 8 a.m. to 7 p.m. EST. You can also click here for more information or to schedule a phone consultation.


Jarrett Mathews Headshot 2021


Jarrett Mathews

Practice Acquisitions
(845) 642-8099
jarrett.mathews@bofa.com

Jason Mckenzie headshot


Jason McKenzie

Startups, Projects, Refinances,
& Real Estate
(201) 401-9142
jason.a.mckenzie@bofa.com


1 All programs are subject to credit approval and loan amounts are subject to credit worthiness. Some restrictions may apply.
2 For Owner-Occupied Commercial Real Estate loans (OOCRE), terms up to 25 years and 51% occupancy are required. Real Estate financing options are subject to approval and product availability is subject to change. For SBA loans, SBA eligibility and restrictions apply.
3 Bank of America may prohibit use of account to pay off or pay down another Bank of America account.
To be eligible for this reduction, applicants must provide association name and membership number at time of approval.
Bank of America is a registered trademark of Bank of America Corporation. Bank of America Practice Solutions is a division of Bank of America, N.A. ©2019 Bank of America Corporation | MAP#3249875

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