Popular Lectures from Our Talented Public Speakers

The dental industry is evolving at an unprecedented pace, shaped by rising inflation, changing tax policies, emerging clinical trends, and a surge in private equity and DSO activity. For both practice owners and associates, a dental practice is often your most valuable asset, making it critical to evaluate acquisition offers strategically. 

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. 

Forming a successful dental partnership goes beyond a financial transaction. It requires careful planning to ensure fairness, sustainability, and a strong foundation for long-term success. 

Based on more than 40 years advising clients, this course explores 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. 

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. 

The dental industry isn’t the only thing changing quickly—the economic shifts, tax law and market volatility can cause confusion for dentists whose time is already limited. 

Using real-world case studies, this course provides tangible examples of how doctors can leverage proactive tax strategies to accelerate personal and practice financial growth despite periods of market uncertainty.