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Mr. Jonathan Martin Practice Transitions Charlotte, NC

  • 20 year experience as a transitions analyst
  • Overseen more than $1 billion of dental practice sales
  • Regular contributor to The McGill Advisory newsletter and Drilling it Down podcast

Online Courses
On8008 - Selling Your Practice: How to Avoid the Biggest Transition Mistakes
Type:    Handouts: No
In-Person Attendee Fee: $35.00  Online Attendee Fee: $50.00

While ownership is declining amongst younger dentists, there is still a thriving market for doctors who plan to sell their practice to another dentist.  Over a third of the industry still operates in the solo doctor solo location model and will ultimately sell in this manner.  Despite this, most doctors fail to adequately plan for their sale, and in doing so make costly mistakes that could easily be avoided.  In this presentation we will discuss what you need to know and how you should plan leading up to a practice sale so you can transition on your own terms.   

 

Technology Recommendations

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Close all other applications and programs on your device.
Consider limiting the streaming on other devices in your viewing location.
Optimal viewing is on a computer or tablet.
A minimum 5MB connection is recommended, but please note that a 15-20MB connection is optimal.
The best way to prevent or stop buffering when streaming is to reduce anything that impedes the stream.

 

Date Available: 11/1/24

Date Reviewed: 3/1/25

Date Removed: 10/31/25

Thursday Courses
Th6018 - Successfully Plan and Structure the Most Versatile Transition Plan
Time: 10 - 11:30 AM
Type: Lectures    Handouts: No
Dentist Fee: $55.00  Other Fee: $55.00

Partnerships have always been a polarizing business model in the dental space. Despite this, partnerships are experiencing a rapidly increasing trend. This course will focus on what has become the most versatile transition alternative available to doctors at all stages of their career. We will discuss the process necessary to evaluate a partnership, addressing all the financial terms necessary for success. You will also learn appropriate tax strategies for partnerships, preventing the loss of millions of dollars.

Friday Courses
Fr7019 - Is Selling to a DSO the Right Move for You?
Time: 11:30 AM - 1 PM
Type: Lectures    Handouts: No
Dentist Fee: $0.00  Other Fee: $0.00

With so much information about DSOs circulating, it’s important to have a comprehensive, unique, and unbiased look at what is really going on in the DSO space. DSOs are an excellent option for many practice owners. However, it has also proven to be the wrong decision for many more. This course is designed to provide objective advice to help you determine your practice’s true value and if selling to a DSO is right for you.

Fr7024 - Staying Private Practice: Selling Your Practice to Another Dentist
Time: 2 - 3 PM
Type: Lectures    Handouts: No
Dentist Fee: $0.00  Other Fee: $0.00

The dental industry is changing rapidly. Consolidation driven by private equity-backed DSOs has resulted in a dramatic shift in practice transition options. However, more than a third of the industry still operates in the solo doctor model. With increasing graduates and a wave of young doctors leaving their corporate jobs in search of practice ownership, there are plenty of opportunities to sell to like-minded doctor.  Join this course to learn how to position your practice for maximum benefit and optimize your transition outcome.

Saturday Courses
Sa7033 - Is Selling to a DSO the Right Move for You?
Time: 10 - 11:30 AM
Type: Lectures    Handouts: No
Dentist Fee: $0.00  Other Fee: $0.00

With so much information about DSOs circulating, it’s important to have a comprehensive, unique, and unbiased look at what is really going on in the DSO space. DSOs are an excellent option for many practice owners. However, it has also proven to be the wrong decision for many more. This course is designed to provide objective advice to help you determine your practice’s true value and if selling to a DSO is right for you.

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