Learning Objectives: Learn key factors, roadmaps and pitfalls to avoid in practice purchase and sales

Biography: Matt Stevens

Matt Stevens is the founder of Provider Legal; a boutique subscription-based law firm that charges one transparent price for unlimited legal advice. Matt created Provider Legal out of frustration at the outdated system of hourly billing and bloated invoicing - and to protect healthcare providers who work within a scary, complex and ever changing system. With hundreds of transactions and setups expertly handled across the country, Provider Legal is the firm you need on your side.

Biography: Jason Schneller

Jason Schneller is a regional director of project lending at Provide, responsible for project lending in the California market. For over 20-years,  Jason has specialized in helping our communities’ healthcare providers obtain loans for their unique business needs and has extensive expertise in practice acquisitions, practice startups, expansion and remodel projects, commercial real estate transactions, and debt consolidations. Jason has built a network of trusted practice brokers, equipment specialists, attorneys, CPAs, consultants, contractors, architects, and real estate brokers to help ensure his healthcare providers surround themselves with the right team of experts as they embark (or continue) on their practice ownership journey.

Biography: Rebecca Bran

Rebecca Brann is a Dental Practice Transitions Consultant with over 20 years of experience in the dental industry, including eight years as a Registered Dental Hygienist and several years training dentists in CAD/CAM technology at Henry Schein. Backed by one of the most trusted and well-established companies in the industry, she now helps dentists navigate the valuation and sale of their practices. With a deep understanding of practice operations and firsthand experience in the dental field, Rebecca offers personalized support, strategic insight, and a seamless transition process tailored to each doctor’s professional and financial goals.