2301 Dupont Dr, Irvine, CA 92612
Breakfast 7:00 am-7:30 am. Lunch 12:30 pm-1:30 pm
Building a financially sound practice is vital for success. This course provides a general overview of business finances while also offering specific guidance and help to each Guiding Leader.
PRESENTED BY APRIO
MARY KATHRYN WILLIAMSON, CPA
Mary Kathryn is a certified public accountant who has dedicated the past decade to serving dental practices. Through frequent benchmarking reviews and close contact, she helps practice owners understand the financial health of their practices, capitalize on tax saving opportunities, and achieve their goals through transitions, increased collections or investments in their practices.
KELLI HENLEY, CPA, CVA, MBA
Kelli is a certified public accountant and certified valuation analyst who specializes in helping dentists navigate transition planning and practice sales, valuations and purchases. Her transition planning work includes cash flow modeling, practice valuations and transaction due diligence.
CAROLINE GALBRAITH, CPWA®, CFP®
As a director and wealth advisor for Aprio Wealth Management, Caroline Galbraith helps high net worth individuals and families as well as executives and business owners implement sophisticated personalized wealth strategies to achieve their goals. She specializes in estate planning, wealth transfers tax management, risk analysis and investment strategy.
