Buy, Build, Scale or Sell: The Complete Dental Journey

Experts from banking, legal, insurance, construction, transition, and financial advisory will walk dentists through the dental lifecycle.
About this Event

Every dental practice moves through a lifecycle — from the first purchase or build, through growth and scaling, to an eventual transition or sale. At each stage, dentists face a different set of financial, legal, and operational decisions, and getting them wrong can be costly.

Through practical discussion with each group of experts and real-world case examples, attendees will examine what it actually takes to buy, sell, build, or scale a dental practice — including financing and banking relationships, construction and build-out planning, insurance and risk management, legal and contractual considerations, and the transition and brokerage process. The session is designed to give dentists a clearer, more confident framework for whichever stage of the practice lifecycle they're facing next. 2 CE CREDITS AVAILABLE.

Learning objectives:

• Identify the key financial and banking considerations involved in buying, building, or scaling a dental practice.
• Describe the legal and contractual issues that arise during practice acquisitions, transitions, and lease or construction agreements.
• Explain the role of insurance and risk management in protecting a dental practice at each stage of its lifecycle.
• Evaluate financing and advisory strategies that support sustainable practice growth.
• Outline best practices for planning and managing a practice construction or build-out project.
• Assess the options, timelines, and best practices involved in transitioning, selling, or scaling a dental practice.