Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services
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  • Partner and Investment Advisor, Cain Watters and Associates
  • Founder, National Dental Placements (NDP)

Th217 - Creating a Successful Dental Transition: Lessons Learned from 35 Years of Practice Transitions
Date/Time: 3/16/2023   9 - 11 a.m.
Type: Registered   Handouts: Speaker bringing

Room: Omni - International Ballroom C
Dentist Fee: $95.00  Other Fee: $65.00
Audience: Dentists, Students
Practice Management
Practice Transitions
AGD Code: 550

Each dental transition is unique. This lecture offers insight on how to generate success by creating opportunities that are fair and equitable to both buyers and sellers.   Upon completion of this session, attendees should be able to: • Understand the best timing of a sale of practice for a buyer and a seller. • Learn the process that produces successful, equitable partnerships. • Determine if a 100% walk-away sell, partnership, staggered sale, or private equity sale is the best path. • Set expectations for all parties involved in the practice transition process. • Determine how to interview buyers and sellers to ensure they are the right fit for you.