Creating Successful
Practice Transitions

Put 40 years of expertise to work for you

It Begins With A 360-Degree Approach

Whether you’re buying in, adding an associate or transitioning your dental practice to new owners, the best outcomes are ones that are successful for all the parties involved.

At CWA, our practice transition approach starts by looking at the impact of the transition from all sides, taking into account often-overlooked factors like timing of the sale and any tax or financial implications. We also look at the current corporate structure and work together with all parties to find the most efficient ways to split revenues and costs.

It Ends With A Win For Both Parties

Over the years, our team of advisors has developed proven methodologies that have helped thousands of clients in all specialties create win-win transitions for both seller and buyer. A practice transition can be an exciting time for all parties. But the process can also be complicated, confusing and costly if the transition fails.

CWA has helped dental professionals partner and transition for over 35 years. We know the industry. We understand what’s at stake and how to make your transition a success.


We know every transition plan is unique. If you are looking for a second opinion or some assurance that you are on track toward success, contact us for a complimentary consultation.


What's Your Next Step?

Join one of our two-day seminars offering an inclusive experience for buyers and sellers looking for proven tips and training to ensure a successful practice transition.

Learn more about the CWA dental practice transition methodology with this informative 3-part podcast on creating successful dental practice partnerships. Then download the supporting toolkit to help you put the learnings to work in your practice.

Tips For Doctors Thinking About Selling

  • Adding a doctor not only gives you the support to focus more on the work you truly enjoy, but also gives you the ability to share cases. That’s work flexibility without the negative impact on practice growth.
  • The mentorship you provide an associate doctor can become the foundation for a trusted relationship. A successful transition includes both patients and staff. Strong bonds developed early with help, allow you to feel confident and assured of the practice’s long-term success.
  • Financially, a successful transition means selling your practice at the right time, which typically results in a significant increase in retirement assets.
  • Strategically, a successful transition includes exploring opportunities to fund a large majority of sale proceeds into a tax-deferred environment to help secure your financial future.

Tips For Doctors Thinking About Buying

  • Becoming a great doctor requires a dedicated effort to professional development. Joining a practice with established systems and staff in place allows you to focus on gaining quality experience and expertise in your field.
  • Increasing your clinical productivity is just the beginning of the benefits gained from being mentored by an experienced doctor. The relationship built with your new partner is an invaluable deposit toward your professional success.
  • Managing your significant dental school debt is less daunting when you’re working and contributing to an established, successful practice.
  • A successful transition is strategic. You win with tax advantages from the purchase of a practice that significantly increases your cash flow as an owner.
Send Us A Message


17 Cowboys Way

Suite 300

Frisco, TX 75034


P • 972.233.3323
F • 972.663.7399


Monday through Friday, 8:30 a.m. – 5 p.m.