How to Strategically Sell to a Partner, Associate, or a DSO

Unlock the art of successful practice transitions with this comprehensive course, designed to guide you through every stage of the process. From deciding when to retire to understanding the value of your practice and preparing for a seamless transition, we address common obstacles that sellers face. By breaking down each segment of the transition process, we provide clarity and equip you with a simplified task list to confidently begin your transition journey.

Discover the intricacies of practice valuation to ensure that you maximize the value of your efforts. Identify the ideal buyer for your practice, whether it’s a partner, associate, or Dental Service Organization (DSO). Learn to optimize tax strategies during the sale process, effectively manage post-sale liabilities, and enhance your practice’s value pre-sale. Gain invaluable insight into DSOs, including evaluating their structures and benefits to make informed decisions.

Gain comprehensive understanding and confidence in navigating practice transitions. Assess diverse DSO opportunities, select the right partner, and confidently navigate legal pitfalls for a smooth transition. With actionable steps and insights provided throughout the course, you’ll be well-prepared to embark on your practice transition journey with confidence and clarity.

Course Objectives:
Upon completion of this session, attendees should be able to:

• Determine the value of a practice.
• Evaluate the right kind of buyer.
• Learn how to implement tax-saving strategies.
• Reduce potential liability from employees and patients after you sell.
• Take actionable steps to increase the value of your practice before selling.
• Gain a comprehensive understanding of DSOs, including their structures, benefits, and challenges.
• Evaluate and assess different DSO opportunities