2025 Courses and Events

Course #: 3515
Date: 11/30/2025
Time: 3:00pm - 4:00pm
Course Info: Half Day
Speaker(s):
Casey Gocel, Esq.
James Jacobs, DMD
Jason Auerbach, DDS
Mark Murphy, CLU®, ChFC®
William Barrett , Esq

Topic: Pract Mgmt & Human Relations - Financial Management
Tuition: $125.00
Credits: 1
AGD Number: 149 - Multi-Disciplinary Topics

Description:

DENTAL EXIT STRATEGIES FOR PRACTICE OWNERS

Whether you’re years from retirement or actively exploring a sale, a successful dental practice transition starts well before any deal. This session features a panel of legal, financial, and operational experts covering key steps in exit planning from timing and legal prep to evaluating offers with equity or private partners. Attendees will gain insight into how a sale impacts operations, the DSO landscape, and the emotional shift of stepping back from clinical work. With stories from doctors and answers to common questions, this course offers clarity and confidence to plan your next chapter.
Learn to:

• identify the legal, financial, and operational steps essential to preparing for a dental practice sale, including when to involve key advisors
• compare exit strategy options such as private equity partnerships, equity retention, and associate buy-ins while recognizing common pitfalls that can derail a transition
• gain insight into how a sale may impact daily operations, team dynamics, and long-term goals, helping dentists plan confidently for the future

Support for this program is provided by