CPOMP 2027 Annual Meeting

TOPICS INCLUDE:

1. Learning from Experience: Better Decisions, Better Outcomes

Learn how physician groups are using real-world experience and better data to improve real estate outcomes. Through actual case studies, explore strategies for buyouts and retirement transitions, valuations, agreement restructuring, and lease negotiations—all designed to strengthen returns and long-term value.

2. Aligning Brokers, Builders, Financing, and Boards

Learn how early coordination between brokers, builders, financing partners, and practice leadership can help physician groups evaluate opportunities, understand project economics, anticipate challenges, and make confident real estate decisions.

3. Build or Buy: Which Road Gets You There?

Ground-up construction or an existing building? Through real-world examples from two physician groups that took different paths, explore the key factors that can shape the outcome—from acquisition and construction costs to financing, timing, operational disruption, future flexibility, and long-term value. See what each group learned along the way and what they would do differently today.

4. Protecting Partner Equity: The Hidden Impact of Swap Values

Interest rate swaps can change significantly in value over time, creating an often-overlooked impact on partner equity during buy-ins and buyouts. Using real numbers, this session explores how value can unintentionally shift between partners and practical strategies groups can use to account for changing swap values and protect the equity their partners have built.

5. Financing Your Next Project: Building the Game Plan Lenders Want to See

Securing attractive financing starts long before approaching a lender. This session provides a practical roadmap for building a strong financing plan, from project costs and revenue projections to available equity, contingencies, and other key assumptions. Learn how to present the economics of your project in a way lenders can confidently evaluate and underwrite.

6. Before You Sign: Key Negotiations for Your Next Lease

The decisions made before signing a lease can have a lasting impact on your practice and future ownership opportunities. Through real-world case studies, this session explores how lease terms and length can influence property value, negotiating leverage, and the cost of future ownership. Learn how to structure lease negotiations around both your practice’s immediate needs and long-term real estate goals.

7. Unlocking the Tax Opportunities in a Cash-Out Refinance

A cash-out refinance can offer more than access to equity—it can create meaningful tax and wealth-building opportunities for physician owners. Using a real-world case study, this session explores strategies involving distributions, depreciation, partner buyouts, interest deductibility, §754 basis adjustments, and more. Learn how thoughtful transaction structuring can benefit current, departing, and incoming partners and help preserve more of the value they’ve built.

Detailed agenda coming soon.