Practice Preservation Services

(Immediately commenced after notice is received and in the event you are unable to attend your practice) An Associate of ROI Corporation would immediately meet with you, the family or advisors to perform the following services: 1. To attend the office to assure that the staff, patients, work in progress and financial considerations are secured; and/or 2. To assist in the selection of a suitable Locum (experienced dentists known by ROI) to attend the practice, treat the patients and assist to preserve the practice value; and/or 3. To commence a professional Appraisal of the practice, if required, to set an asking price, inform prospective buyers, and satisfy accountants, banks, and lawyers; and/or 4. To provide professional market representation and to advertise, identify and interview prospects, negotiate offers, address staff concerns, document and present offers, satisfy conditions, terms, financing, and to assist your Solicitor in closing the sale of the practice. This firm has successfully handled many estate and disability sales.  Fees are charged at our hourly rate for meeting the family, advisors and staff, or for the placement of a professional Locum. Such fees would be waived if a practice sale was required and ROI Corporation is contracted for the sale. Under no circumstances would the Appraisal fee be greater than the current and prevailing rates. The fee for a successful sale would be ten percent (10%) of the final accepted price. This fee is paid only when the dentist or his/her estate receives full payment. Fees are tax deductible. Printer formatted version of this letter

Letter to Doctor

Dear Doctor: The preservation of your practice in the event of the unexpected is foremost in the conscience of many practitioners. Our experience, when dealing with the family or executors in a time of crisis, has necessitated our Letter of Direction to estate and executors. Indecision with regard to staff, patients, associates and colleagues, and the selection of an Appraiser and Broker will result in confusion to family and executors and may result in a significant loss in practice value. Clear and sufficient direction from you to ensure that a professional Appraiser and Broker is contacted immediately is imperative and, when completed, may preserve the Fair Market Value of your practice. As an experienced Broker, ROI Corporation will act quickly to arrange for a successful sale, while keeping the practice running smoothly with the assistance of a professional Locum. ROI Corporation is familiar with qualified and reliable dentists across Canada. For more information on Locum Tenens call your ROI Associate. We recommend that you execute a copy of the Letter of Direction, which should be kept with your valuable documents.  Call any ROI associate to receive a copy of our Practice Preservation Package. Please contact me or any of my Associates with any questions regarding this matter. Sincerely, Timothy A. Brown, A.L.A. President & C.E.O. ROI Corporation www.roicorp.com Printer formatted version of this letter

Letter of Direction

WITH REGARD TO THE DENTAL PRACTICE OF: DR. _________________________________ May this document serve as good and sufficient notice to my family and /or Executors that, in the event of my death or disability which renders me unable to operate my dental practice, I hereby instruct you to arrange for the immediate appraisal and sale of my dental practice. This service will be performed by ROI Corporation, Professional Practice Appraisers and Brokers, 1155 Indian Road, Mississauga, Ontario, L5H 1R8, (905) 278-4145. ROI Corporation is to be engaged to perform their services of practice Appraisal and Brokerage at their usual fees and in their customary manner. ROI Corporation will make their best efforts to arrange for a compatible Locum to operate my practice until the day of closing of the sale. The Locum will be contracted by means of a standard Locum Agreement, which will include a provision for NON-Competition and NON-Solicitation for the protection of my practice goodwill.  I understand that should it be necessary to sell my practice immediately, an appraisal is to be updated or performed as quickly as possible and I instruct my family and /or Executors to provide all relevant information required by ROI Corporation in a timely manner. I understand that my practice will be advertised for sale to obtain its highest possible value for me or my estate. I have executed this document today in duplicate in the presence of a witness and I have sent one copy to ROI Corporation and/ or my Lawyer and a second copy is kept with my will. Signed this ________ day of _______________, 200__. Full Legal Name: ______________________________________________ (please print) Witness: _________________________ Signature: _________________________ Please consult with your advisors for estate matters, per: Timothy A. Brown, President, ROI Corporation Printer formatted version of "Letter of Direction"

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