Your Practice, Your Future: Timing, Value and Transition Planning

Live Webinar | September 24, 2026

Your Practice, Your Future: Timing, Value and Transition Planning

FREE WEBINAR | September 24, 2026 | Learn how to determine the right time to sell your dental practice by understanding the personal, financial, and market factors that influence practice valuation, transition success, and long-term career goals. (1 credit)

Summary

For many dentists, selling a practice is one of the most significant financial and professional decisions of their career. Concerns about outstanding debt, finding the right successor, maintaining income, protecting team members, preserving patient relationships, and fear of losing clinical autonomy can make it difficult to determine the right path forward. One of the most common questions practice owners ask is: “When is the best time to sell?” The answer depends on far more than financial factors alone.

In this webinar, attendees will gain a practical understanding of the factors that influence practice value, marketability, and transition success. Participants will explore how personal goals, practice performance, market conditions, and industry trends can impact the ideal timing for a transition. The program will also address common misconceptions surrounding practice sales and provide insight into how proactive planning can help maximize both financial outcomes and long-term career satisfaction.

Topics will include:

Key indicators that may signal a favorable time to consider a transition
How practice profitability, patient growth, and operational efficiency affect valuation
The impact of rising overhead, staffing challenges, and debt obligations on transition planning
Current market trends influencing dental practice acquisitions

Coming out of this webinar, practice owners will have a clearer picture of their options and make informed decisions about the future of their practice.

Learning Objectives:

Upon completion of this course, participants will be able to:

Identify the key personal, financial, and market factors that influence the optimal timing for selling a dental practice.
Explain how practice performance indicators—including profitability, patient growth, operational efficiency, and debt—affect practice valuation and marketability.
Evaluate transition planning strategies that can help maximize financial outcomes while supporting long-term professional and personal goals.

Presented by

Moderator: Scott Wiedman, Heartland Dental

Panelists:

Mark Greenstein, Heartland Dental
George Radigan, Henry Schein
Dr. Tim Quirt, Heartland Dental

Bio

Katrina M. Sanders, MEd, BSDH, RDH, RF, is a clinical dental hygienist, author, and international speaker. She is a periodontal hygienist and serves as the clinical liaison to Hygiene Excellence and Innovation for AZPerio. Known as the “Dental Resultant,” Katrina consults hygiene departments to optimize metrics and patient excellence. She is the founder, CEO, and keynote speaker for Sanders Board Preparatory, a published author with Dentaltown and Today’s RDH, a columnist and advisory board member for Modern Hygienist and Dental Academy of Continuing Education, and brand ambassador for Dimensions of Dental Hygiene.

Supported in part through an unrestricted educational grant by:

CE credit(s): 1 credit

Course Type: Live Webinar

Published Date: September 24, 2026

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 credit 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 lwinfield@endeavorb2b.com.

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 free 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:

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.
11/1/2024 to 10/31/2028.
Provider ID# 320452
AGD code: 610/670

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