Maximize the Value of Your Dental Practice: Succession & Sale

Owning a dental practice is more than providing patient care. It is also one of the most valuable assets you will ever build. Yet many dentists leave substantial value untapped when it comes time to transition, sell, or bring on an associate partner.

This seminar is designed specifically for dentists in Ontario. You will learn how to structure your practice for strong tax efficiency, prepare for a future sale or succession, and understand how your practice compares to peers through a complimentary InterVal Valuation and Key Metrics Report.

By attending, you will:

✅ Receive a complimentary and private practice valuation and assessment
Allowing you to identify your business worth and what might be limiting it.

✅ Learn the 5 most common structuring mistakes dentists make
And the simple adjustments that prevent lost value.

✅ Understand the Dental Practice Lifecycle
Including growth, associate onboarding, expansion, and exit planning.

✅ Learn how professional corporations, HoldCos, and family trusts work
And how they shape taxes, succession planning, and long-term wealth.

✅ Hear what dental consolidators and DSOs look for
Including dentalcorp, 123Dentist, Corus, and other active buyers in Canada.

✅ Get actionable steps you can apply immediately
To increase practice value and reduce personal tax exposure.

✅ Take home a Corporate Estate Planning Checklist PDF
A step by step guide that helps you align your PC, HoldCo, and personal estate plan.

• Dentists who own or co own a clinic
• Owners thinking about expansion, succession, retirement, or sale within the next 5 to 10 years
• Dentists interested in how buyers value dental practices
• Owners who want confidence that their corporate structure and wealth planning strategy is optimized

• Welcome and Introduction
• The Lifecycle of a Dental Practice
• Top 5 Mistakes in Practice Structuring
• How Buyers and DSOs Value Dental Practices
• Integrating Your Practice With Personal Wealth
• InterVal Valuation Demo and Complimentary Report
• Q and A and open discussion

Skyler Soper, Investment Advisor at IG Wealth Management
Specializing in helping business owners, including dentists, optometrists, and medical professionals, structure their corporations, plan tax efficient exits, and integrate personal and corporate wealth strategies.

📍 Location: Commerce Court, 21st floor at 199 Bay Street (Bay and King)
📅 Date: Thursday, Janurary 22
🕒 Time: 1:00pm to 2:30pm

Seats are limited to keep the session interactive.
➡️ Reserve your spot today and secure your complimentary InterVal practice valuation.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Soper Wealth - IG Wealth Management