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Are You Ready for Ownership or Retirement? Start Planning Today.

A Day With the Experts.

 

If you are looking to plan your exit strategy or practice purchase, we invite you to join us for this invaluable educational seminar on key topics that you need to be aware of related to practice transitions. We understand how valuable your time is—which is why it’s worth mentioning that, over the past five years, more than 1,000 attendees have joined us for these events, and every single one has said it was time well spent. This seminar is not a sales pitch and is strictly educational.

Did you know that dentists are typically exempt from paying the Net Investment Income Tax (NIIT) when selling a dental practice? Do you know how much your current amount for patient credits is? Many practices carry inaccurate patient credits due to inconsistent bookkeeping. Addressing these two areas alone could save you over $100,000.00

Want to have confidence in your transition plan to buy or sell? Come learn from the best.

Topics of Discussion

  • What is a dental practice worth and what determines value
  • How to prepare for a future practice transition
  • How to avoid the top 7 pitfalls
  • Market conditions & trends
  • How to finance your practice or start-up with no money down
  • Legal review: from LOI through closing and everything in between
  • Common legal issues during a transaction
  • Should I sell to a DSO (Corporate Dentistry)?
  • Costs involved in a practice acquisition
  • What does a buyer consider when purchasing? What does a seller consider when selling?
  • How to prepare your business financials and documentation
  • Taxes, allocation and how to minimize your cost
  • How to protect your assets and financially plan for the future
  • And much more…

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RSVP and get your spot before space runs out. Fill out the form and RSVP today. Limited spots per event so it is first-come, first-serve.

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    RSVP Only Event

    RSVP and get your spot before space runs out. Choose the seminar of interest below. Limited spots per event so it is first-come, first-serve.

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    Fill out the form below to RSVP or call us at 561 - 746 - 2102.

    Webinar Event(s)

    Complimentary

    To Be Determined

    Practice Transition Seminar
    Buyers & Sellers
    6:30 pm to 8:00 pm EST
    *Greg Jones will be the only speaker


    Register

    In-Person Speaking Event(s)

    Complimentary but Deposit of $49.00

    Orlando, FL

    Friday, June 26th, 2026
    2:00pm to 5:00pm

    Florida Dental Convention @ Gaylord Palms
    6000 Osceola Pkwy,
    Kissimmee, FL 34746
    *Registration has to be done through the FDC


    Click Here to RSVP

    Boca Raton, FL

    Saturday, September 19th, 2026
    9:00am to 1:30pm

    Maggiano’s Italian Restaurant
    21090 St Andrews Blvd,
    Boca Raton, FL 33433


    Click Here to RSVP

    Tampa, FL

    Saturday, October 17th, 2026
    9:00am to 1:30pm

    Maggiano’s Italian Restaurant
    203 Westshore Plaza,
    Tampa, FL 33609


    Click Here to RSVP

    Featured Speakers

    Greg Jones
    Greg Jones

    Doctors Choice Practice Transitions
    Dental Practice Broker

    Greg Jones is the broker and director of operations for Doctor’s Choice Practice Transitions which does more dental practice acquisitions than any other company…

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    Jason Kaplan, Esq.
    Jason Kaplan, Esq.

    Palm Beach Law Group
    Healthcare Attorney

    Jason R. Kaplan is the founding attorney of the Palm Beach Law Group, P.A. (LawDental.com). Mr. Kaplan brings a wide variety of business experience and skills to his legal practice…

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    Charles Loretto
    Charles Loretto

    Cain Watters & Associates
    Partner

    Charles Loretto received a Bachelor of Arts in marketing from the University of Texas at Arlington. He joined CWA in 2001 and became a partner in 2016. As an Investment Advisory Representative…

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    Chad Clark
    Chad Clark

    Bank of America Practice Solutions
    Regional Sales Manager

    Chad has 17 years with Bank of America.  His current role is Regional Sales Manager with the Practice Solutions Group. He specializes in Dental Acquisition Finance. Prior to joining…

    Read More →

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