Practice Transition: Due Diligence, Financing & Exit Planning
Saturday, January 31, 2026
8:00 – 9:00 am
Course Code:
862SL
Credits:
1
CE Hour
This interactive course is designed to provide expert insights into transitioning to dental practice. Buyers will gain valuable guidance on conducting due diligence once they identify a practice, as well as explore financing options tailored to their needs. Meanwhile, sellers will assess the optimal timing for their transition and determine whether they are financially prepared for their next phase. Through engaging discussions with a panel of professionals, participants will walk away with the knowledge and tools necessary for a successful practice transition.
Speakers
After this course attendees will be able to:
- Utilize professional guidance on transitioning into or out of dental practice ownership
- Identify the components of how to conduct due diligence
- Understand your financing options
- Recognize the right time to transition and evaluate financial readiness
The Next Step Dental Consulting, LLC grant has been applied to this course.

The Massachusetts Dental Society is an ADA CERP Recognized Provider
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at
ADA.org/CERP