CPOMP 2027 Annual Meeting

TOPICS INCLUDE:

Learning from Experience: Better Decisions, Better Outcomes

Many physician-owned real estate entities were structured years ago around assumptions and decisions that may no longer serve them today. Through real-world case studies, explore how groups have navigated buyouts and retirement transitions, refined valuation methods, restructured existing agreements, and strengthened their position in lease negotiations. See how better upfront planning – and thoughtful adjustments to existing structures – can protect value, avoid unnecessary costs, and improve long-term outcomes.

Aligning Brokers, Builders, and Boards

Some of the most consequential real estate decisions happen before a project is fully defined – when a group is evaluating an LOI, land purchase, or lease opportunity on a tight timeline. To make the right call, groups need to quickly answer four critical questions: Will it support our clinical needs? What will it cost? What can we afford based on available debt and equity? What could disrupt the schedule?

This session brings together perspectives from brokerage, design-build, financing, and practice leadership to show what each brings to the process – and how coordinating early can help groups evaluate opportunities faster, understand the true economics, and move forward with greater confidence.

Build or Buy: Evaluating Your Best Option

Ground-up construction or a retrofit of an existing building? The answer is rarely as straightforward as it first appears. Through real-world examples from two groups that chose different paths, examine the factors that ultimately shaped each project – and the considerations that can be easy to overlook. From acquisition and construction costs to financing, timing, hidden conditions, and operational disruption, hear what each group learned along the way and what they would do differently knowing what they know today.

Protecting Partner Equity: The Hidden Impact of Swap Values

Interest rate swaps can change significantly in value over time, but few groups recognize how those changes can affect partner equity at buy-in and buyout. Meaningful value can unintentionally shift between incoming, remaining, and departing partners. Using real numbers, this session will demonstrate the impact of this often-overlooked issue and explore practical ways groups can account for changing swap values and better protect the equity their partners have built.

Financing Your Next Project: The Game Plan Lenders Want to See

Securing attractive financing for new construction or expansion starts well before approaching a lender. Practices need a well-supported plan that demonstrates why the project makes economic sense, addressing projections, ramp-up costs, equity, capitalized interest, contractor requirements, contingencies, and other key assumptions.

This session will provide a practical roadmap for building a comprehensive financing plan that lenders can confidently underwrite – positioning your practice to secure the financing it needs on favorable terms.

Before You Sign: Key Negotiations for Your Next Lease

Through real-world case studies, explore how physician groups can use their leverage before signing a new lease. Learn how lease length can influence a building’s value – including how terms that benefit existing owners may ultimately increase the cost of entry for physicians seeking ownership. Gain practical insights into negotiating leases with both today’s needs and tomorrow’s ownership goals in mind.

Unlocking Tax Opportunities in a Cash-Out Refinance

A cash-out refinance can do more than simply return equity to physician owners. When structured properly, it can create significant tax opportunities and help preserve wealth for departing, current, and future partners.

Through a real-world case study, explore key tax considerations involving debt-financed distributions, depreciation, interest deductibility, partner buyouts, interest rate swaps, ownership dilution, and §754 basis adjustments. See how thoughtful evaluation and structuring can make a meaningful difference across generations of owners.

Detailed agenda coming soon.