Practice Transitions That Work! Maximizing Value and Minimizing Risk

DE Study Club Archived Presentation: This seminar is a brief overview that will guide sellers and buyers in doing their homework to assure that each party looks in the right direction for answers that suit their given situation. Selling your life’s work involves strategic financial planning while recognizing and honoring the emotional component of passing your “professional baby” into other hands. Devising the right exit plan minimizes the risk and avoids the majority of pitfalls along the way. As a buyer taking on the challenge of charting your professional future by finding the right fit clinically, personally and financially can be daunting without knowing the ropes. Both buyers and sellers will understand how identifying the right advisors makes for a smoother process with less stress. Learn how to accomplish your goals through the transition options that abound, sorting out what is right for you and how you achieve it. This seminar also covers buyer’s needs and the transition market. Discover the strong emerging merger market and how it can mutually benefit sellers and buyers. Simply we discuss what really equates to value in a sale or acquisition, the allocation of tax classes and tax impact to the parties. Buyers will learn the type of lenders that understand dentistry and allow sellers put cash in their pocket at closing. Finally we’ll cover what are the 10 biggest deal killers. Educational Objectives: After participating in this program the attendee will be able to: Understand the transition strategies available and selecting the best option Review the tax implications of sale or acquisition. Learn how to select and use experienced advisors to advocate your success. Educational Support Provided by ADS Dental Transitions.

Not Enrolled
This course is currently closed

Course Includes

  • 1 Lesson
  • CE credit(s): 1

    Course Type: On-Demand Webinar

    Published Date:

    This continuing education (CE) activity was developed by Endeavor Business Media with no commercial support.

    This course was written for dentists, dental hygienists, and dental assistants, from novice to skilled.

    Educational methods: This course is a self-instructional journal and web activity.

    Provider disclosure: Endeavor Business Media neither has a leadership position nor a commercial interest in any products or services discussed or shared in this educational activity. No manufacturer or third party had any input in the development of the course content.

    Requirements for successful completion: To obtain 1 CE credits for this educational activity, you must pay the required fee, review the material, complete the course evaluation, and obtain an exam score of 70% or higher.

    CE planner disclosure: Laura Winfield, Endeavor Business Media dental group CE coordinator, neither has a leadership nor commercial interest with the products or services discussed in this educational activity. Ms. Winfield can be reached at

    Educational disclaimer: Completing a single continuing education course does not provide enough information to result in the participant being an expert in the field related to the course topic. It is a combination of many educational courses and clinical experience that allows the participant to develop skills and expertise.

    Image authenticity statement: The images in this educational activity have not been altered.

    Scientific integrity statement: Information shared in this CE course is developed from clinical research and represents the most current information available from evidence-based dentistry.

    Known benefits and limitations of the data: The information presented in this educational activity is derived from the data and information contained in the reference section.

    Registration: The cost of this CE course is $10.00 for 1 CE credits.

    Cancellation and refund policy: Any participant who is not 100% satisfied with this course can request a full refund by contacting Endeavor Business Media in writing.

    Provider information:

    Dental Board of California: Provider RP5933. Course registration number CA code: . Expires 3/29/19 0:00. “This course meets the Dental Board of California’s requirements for 1 units of continuing education.”


    Endeavor Business Media is a nationally approved PACE program provider for FAGD/MAGD credit.
    Approval does not imply acceptance by any regulatory authority or AGD endorsement.
    11/1/2022 to 10/31/2024.
    Provider ID# 320452
    AGD code: 552, 556


    Endeavor Business Media is designated as an approved Provider by the American Academy of Dental Hygiene, Inc. #AADHPNW (January 1, 2022–December 31, 2024). Approval does not imply acceptance by a state or provincial Board of Dentistry. Licensee should maintain this document in the event of an audit. AADH code:


    Endeavor Business Media is an ADA CERP–recognized provider.

    ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of dental continuing education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

    Concerns or complaints about a CE provider may be directed to the provider or to CERP at



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