Whether you are 5 years or 10 years from transitioning out of your practice, experience has proven that the most successful transitions are those that are well-planned. There are more options than ever for practice owners and every situation is different. Accordingly, every plan should be specific to your goals and practice situation. The most common 5+ year transition plans involve either a series of fractional sales (Partnership) or partnering with a DSO. This course is designed to provide an objective comparative analysis of transition alternatives to determine which one is best for your practice, and how to develop a plan to successfully implement the perfect exit. By the conclusion of this presentation, you’ll be able to:

  • Recognize trends in practice transitions
  • Compare a 5+ year partnership to a 5+ year DSO transition
  • Determine the true value of your dental practice (DSO v. Traditional)
  • Define the current state of the DSO market
  • Discuss trends and the future of the DSO market
  • Distinguish key elements of the rollover equity component
  • Analyze if a DSO is a good fit for you and your practice
  • Explain the importance of cash flow projections
  • Illustrate the different structures available when planning a partnership
  • Assess profit allocations among partners, and how different distribution formulae affect your bottom line
  • Outline the issues beyond the financial aspects
  • Analyze case studies of real clients
  • Define your expectations to minimize your disappointments

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