Congratulations!

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

A Day With the Experts.

 

What is a cost segregation study?

How much are your patient credits?

If you own your real estate, is it cross-collateralized?

Do you have to pay NIIT tax on a practice sale?

If you are thinking about purchasing or selling a dental practice in the next three years or less and don’t know the answer to these questions, you need to. These four items alone can save you tens of thousands of dollars.

Learn directly by the people who actually handle these transactions. A dental focused attorney, CPA, lender, and broker will cover what matters: valuation, financing options, tax strategy, deal structures, and the legal terms that protect (or expose) you. Five hours of education. Four different perspectives. One clear path forward. You’ll leave with a framework you can apply to your situation now or in the future.

Are you ready to start the next chapter of your life and have confidence in your practice transition?

“Failing to plan is planning to fail.”

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 for both buyers & sellers
  • Market conditions & trends
  • How to maximize your practice valuation before a sale
  • Financing options and availability in today’s market
  • Innovative financing solutions for practice ownership
  • 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
  • Understanding different deal structures
  • 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
  • The hidden costs of practice acquisition
  • Why practice sales fall apart
  • How to protect your assets and financially plan for the future
  • And much more…

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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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    Webinar Event(s)

    Complimentary

    Webinar

    Next date to be announced

    Practice Transition Webinar
    Buyers & Sellers
    *Greg Jones will be the only speaker


    Register

    In-Person Speaking Event(s)

    Complimentary but deposit of $49.00

    Boca Raton, FL

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

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


    Click Here to RSVP

    Tampa, FL

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

    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 owner of 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…

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