Strategic Planning for Dental Practice Owners: Exit and Retirement
Saturday, January 31, 2026
1:00 – 2:00 pm
Course Code:
868SL
Credits:
1
CE Hour
Whether you're five years from selling or just starting to think about the future, understanding how your business is structured can make a major difference in your long-term outcome. This course dives into how retirement plan design and entity structure intersect with your practice’s value and transition readiness. You'll learn how to position your practice for a smoother sale and align your business decisions with smart, forward-looking planning.
Speakers
After this course attendees will be able to:
- Identify the financial and operational factors that influence practice value, including collections, patient base, and owner involvement
- Understand the timeline and steps involved in planning a successful practice transition, whether to an associate, DSO, or private buyer
- Explore how offering retirement plans like 401(k)s or defined benefit plans can support team retention
- Differentiate between common dental practice structures (S-Corp, LLC)
The ShorePoint Advisory Group 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