2026 Courses and Events

Course #: 3520
Date: 11/29/2026
Time: 2:00pm - 4:00pm
Course Info: Half Day
Speaker(s):
Jason McKenzie, BS
Jerry Iacovano, CPA
Joe DiMarco, CHfC
Paul Elias, Esq

Topic: Practice Management and Human Relations
Tuition: $155.00
Credits: 2
Recommended For:
Dentists

Description:

The process of buying a dental practice can feel overwhelming, this session helps bring clarity and confidence to every step. Attendees gain a practical understanding of how to assess potential practices, conduct effective due diligence, navigate financing, and plan a successful transition. Designed for dentists at different stages of ownership, this presentation delivers actionable guidance and real-world considerations to help buyers avoid costly mistakes and move forward with confidence.

Learn

• to recognize the core valuation indicators that signal a strong acquisition opportunity
• to understand how to conduct thorough due diligence across financial, clinical, and legal areas
• how financing structure and transition planning impact short- and long-term practice success

Support for this program is provided by Bank of America Practice Solutions