CE3: Navigating Change: Mergers, Acquisitions, Partnerships, and Transitions - Annual Meeting 2019

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CE3: Navigating Change: Mergers, Acquisitions, Partnerships, and Transitions

November 3, 2019 @ 2:30 pm - 5:00 pm


William S. Barrett

Bernie Stoltz


Gregory A. Toback

2.5 CE

Whether you are looking to expand your practice through acquisition or develop transition plans with minority equity through associate buy-ins, you need to understand the issues of practice transition to create a win-win scenario. This session will help attendees develop an in-depth understanding of the business, legal, and practical considerations necessary to execute the ideal transaction. It looks at strategies for bringing on a next generation associate, compensation, and valuation strategies as well as the growing trend of mergers and acquisitions in the dental space.


Educational Objectives:

  • Conceptualize and define the need between an associate or future partner.
  • Create compensation and valuation strategies that work.
  • Gain an understanding of the current trends in the mergers and acquisitions market.
  • Identify how to expand with multi-specialty practice strategies.
  • Review the legal aspects of practice transitions and sales including the various deal structures associated with each type of transition.


November 3, 2019
2:30 pm - 5:00 pm
Program Track: