Popular Lectures from Our Talented Public Speakers
ACCUMULATE WEALTH IN YOUR PRACTICE:
Financial Decisions to Take You There
As a dentist, you pour your time, energy, and heart into your practice. Yet balancing patient care with the demands of running a business — as CEO, CFO, and CMO can feel overwhelming. Layer in today’s economic uncertainty, rising inflation, shifting tax laws, and market volatility, and it’s no wonder that planning for your financial future often takes a back seat. This engaging and interactive course is designed to turn those challenges into opportunities. Backed by over 40 years of experience, it provides a clear, actionable roadmap to financial stability and long-term success.
NAVIGATING PRIVATE EQUITY AND DSO OFFERS:
Truth, Lies, and Opportunities for Dentists
The dental industry is evolving at an unprecedented pace, shaped by rising inflation, shifting tax policies, emerging clinical trends, and a surge in private equity and DSO activity. For both practice owners and associates, your dental practice is likely your most valuable asset, making it critical to evaluate acquisition offers strategically in today’s dynamic market. This course provides a practical, easy-to-follow framework for understanding private equity and DSO deals, as well as their impact on your long-term financial outlook. Whether you’re a practice owner considering a transition or an associate looking to better understand your role in this changing landscape, you’ll gain essential insights into valuation methods, transition planning, and key metrics for evaluating offers.
BUILDING STRONG DENTAL PARTNERSHIPS:
Strategies for Fair & Lasting Transitions
Forming a successful dental partnership goes beyond a financial transaction — it requires careful planning to ensure fairness, sustainability, and laying the groundwork for a mutually beneficial relationship for years to come. This course draws on over 40 years of experience guiding dentists through the complexities of creating equitable partnerships. Tailored for both buyers and sellers, it explores key transition considerations, including practice valuation, tax implications and opportunities, and the short and long-term financial impact.
PRACTICE OWNERSHIP VS EMPLOYMENT:
Charting Your Path to Financial Independence
Owning a dental practice can be a powerful step toward long-term financial freedom, but for new doctors, the decision is often complicated by student debt, career uncertainty, and competing priorities. Drawing on over 40 years of experience advising dentists, this course provides a clear and practical framework to help students, residents, and associates evaluate the benefits and trade-offs of practice ownership versus employment in today’s evolving dental landscape.
