Dental Practice Transition Seminar - Tampa, FL - 2026

Are you thinking about buying or selling a dental practice? Join the top professionals in their respective fields to answer your questions.
About this Event

The deposit/fee for the event will be refunded after the event has concluded less the fee that Event Brite charges to host the event. We do this to prevent no-shows.

We will be providing breakfast and lunch at the event.

Topics of Discussion:

• How Do I Determine the Value of My Dental Practice?
• Preparing for a Future Practice Transition
• Market Conditions and Trends
• Innovative Financing Solutions for Practice Ownership
• Comprehensive Legal Guidance: LOI to Closing
• Pitfalls of the Legal Process
• Zero-Down Financing Strategies for a Practice Purchase
• The Decision to Sell to a DSO: Pros and Cons
• Financial Implications of Practice Acquisitions
• Buyer and Seller Considerations in Practice Transitions
• Preparing Your Financials and Documentation for a Sale
• Tax Strategies: Minimizing Costs in Your Sale
• And so much more...

Speakers:

Greg Jones - Doctor's Choice Practice Transitions

Chad Clark - Bank of America Practice Solutions

Jason Kaplan - Palm Beach Law Group

Charles Loretto - Cain Watters & Associates

Agenda

🕑: 09:00 AM - 10:00 AM
Chad Clark - Bank of America - Dental Finance Lender
🕑: 10:00 AM - 11:00 AM
Greg Jones - Doctor's Choice Practice Transitions - Dental Practice Broker
🕑: 11:00 AM - 11:30 AM
Bathroom Break
🕑: 11:30 AM - 12:30 PM
Charles Loretto - Cain Watters & Associates - Financial Advisor
🕑: 12:30 PM - 01:30 PM
Jason Kaplan - Palm Beach Law - Dental Attorney
🕑: 01:30 PM - 02:00 PM
Open Discussion & Questions