GENERAL MEMBERSHIP DINNER MEETING - Practice Transitions: Buying, Selling, and Planning Ahead—Even If You’re Not Ready Yet

Whether a practice transition is right around the corner or still several years away, planning ahead is one of the most important steps a dentist can take to protect their legacy, financial future, and peace of mind.

This course offers practical insight and real-world guidance for dentists who are considering buying into a practice, preparing to sell, bringing an associate, or simply wanting to understand their options before a transition becomes urgent. Participants will explore what drives successful transitions, how to avoid costly surprises, and how early preparation can significantly increase both flexibility and practice value.

Special attention will be given to steps practice owners can take now, well before listing a practice for sale, to strengthen operations, improve profitability, reduce risk, and position the practice as a more attractive and valuable asset. Topics will include optimizing PPO participation, evaluating insurance plan strategy, adding or refining membership plans, and understanding the potential impact of transitioning toward a more fee-for-service model.

With a focus on clarity, confidence, and proactive planning, this discussion will help you approach practice transitions with less stress and more strategy, whether you’re ready now or just beginning to think about what comes next.

By the end of this course, participants will be able to:

1. Identify the most common types of practice transitions, including buying, selling, partnerships, and succession planning.
2. Recognize key financial, legal, and operational factors that influence a smooth and successful transition.
3. Understand the importance of early planning, even if retirement or ownership changes feel far off.
4. Describe strategies to increase practice value prior to a sale, including improving systems, profitability, documentation, and team stability.
5. Evaluate insurance participation and PPO optimization opportunities that can strengthen revenue, reduce write-offs, and improve buyer appeal.
6. Explain how membership plans or added patient payment options can increase sustainability and attractiveness in the marketplace.
7. Discuss considerations for moving toward a fee-for-service or hybrid model, and how payer mix influences valuation and transition outcomes.
8. Avoid common mistakes and delays that can reduce practice value, complicate negotiations, or create unnecessary stress.
9. Develop a proactive transition roadmap, including next steps for assembling the right advisory team and timeline.
10. Gain confidence in exploring options, knowing that preparation creates stronger outcomes for both buyers and sellers.

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