Transition Talk

Which business structure yields the most advantages for both the buyer and seller? Which structure will set the dental partnership up for success? Although one type may be easier to set up, which one has the most long-term benefits? Cain Watters & Associates Financial Advisor David Forbess joins this episode to dive into the answers and discuss the pros and cons of the various business structures.

Three or more owners in a dental practice can lead to a prosperous business, but won’t be short of bumps along the road. This episode explores the advantages and disadvantages of a group practice, illustrating the skills required to cultivate a thriving partnership.

The same factors that make your dental practice unique can cause the valuation process to be more complex. Charles and Christy welcome Senior Valuation Analyst Dawn Whitehurst on the episode to provide her insight and walk through several real-life examples and situations.

When preparing to sell a dental practice, sellers need to make sure the proper pieces are in place before welcoming in a buyer. In this episode, Christy and Charles cover transition timing, financial plans, valuations and other items to consider before forming a plan of action.

Although it’s not the easiest path to ownership, we know there are times when a start-up just makes sense. Tune in to this episode for some start-up tips and resources to get better informed on if this is the right path for you. Christy and Charles discuss several considerations, such as determining your location, driving new patients and assembling your team of resource providers to help you alon...

If you’re looking to purchase a dental practice, it’s clear you want to ensure that what you’re investing in is worth your money. While you may not want to overpay for a practice, this episode looks at the details and stories of three practices, illustrating situations where it may be worth a higher-than-expected price and those where it’s not.

What factors make for a “Don’t Mess This Up” opportunity versus a “Buyer Beware” opportunity? This episode speaks to the buyers out there, helping to identify the differences between the right and wrong practice opportunity. Tune in as we take a look at the financials, doctor work, real estate, location and other aspects to consider as you explore different opportunities.

The closing phase of a dental transition can be an exciting yet bumpy rollercoaster ride, filled with potential events that can throw you off course. From last-minute liens, letter of intent changes to landlord delays, this episode covers many potential events that can occur and offers insight to help you feel prepared for what might lie ahead.

Recorded live from the 2022 Hinman Dental Meeting, Christy and Charles catch up with client Dr. Anushka Amin to walk through her experience of buying her Atlanta area practice.

Recorded live from the 2022 Hinman Dental Meeting, we take on the seller’s perspective and list important considerations for doctors who are contemplating the idea of selling their practice or in the midst of the selling journey.

What do you want to accomplish this year as a dental professional? Whether you’re a current practice owner or you’re exploring ownership, this episode is packed with tips for optimizing your practice and planning a dental transition.

We take a look back at 2021, a widely successful year that caught many dentists off guard and offered reprieve after 2020’s uncertainty. How did practices react? Listen in to find out.

The office-sharing arrangement, where two or more independent practices operate out of one physical location, can bring on its own set of unique benefits and challenges. How do dental transitions play out when there’s an office-sharing arrangement in place? Tune in to find out!

Each dental transition comes with its own hurdles, and some may seem more complex than others. Listen in as we discuss three transition situations and provide real-life solutions, proving that it is possible to cross these roadblocks.

The geographical location of your dental practice can have a large impact on your dental transition. Whether the practice is in a rural or urban location can influence everything from the profitability to the timing of the transition. In this episode, discover other transition factors to keep in mind when it comes to geographical location.

Guest Dr. Gabe Duncan joins the podcast to tell his story of starting up his own successful dental practice. While he didn’t see ownership in his cards right out of dental school, his journey through associateship and his love of dentistry led him to a process that just “felt right.”

The site visit is a critical point in a transition diligence - its important for a buyer to know what the goals are and impress the seller...but its equally important for a seller to understand what their role is and what should and shouldn't be on the agenda! We talk about how your site visit may differ if you have lots of candidates or depending on where your practice is located. We of course br...

Hey team! In this episode we pull on our network to talk with ortho/pedo consultant extraordinaire, Jill Allen about the top questions she gets from her clients re: transition. Jill has the opportunity (like us) to work with both buyers and sellers as they enter or exit transition and she has some great advice from being on the front lines of these practices as they prepare for and initiate a big...

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In part 3 of our 4 part series Christy, Charles and Brett discuss the elusive EBITDA, Value and discuss wh...

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In the final part of this series we are going to talk about how to get to closing – how to not mess it up....

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In the first part of this series, we start with a few BIG questions – probably the most important one……is...

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In part two of this series, we are diving into the deal and some basic facts you need to know if you are c...

In this episode, we are going to cover a unique type of transition – the associate to 100% owner transition. Basically where a buyer starts in a practice they intend to buy 100% in the very short term as an associate first because they can't buy it right away.....it’s certainly not common, but this type of transition can be a great way to mitigate unique risk in certain transitions - whether it's...

One year post covid - oh what a year it has been. In this special episode Charles and Christy look back on the ups and downs of 2020 and how Covid has changed dental transitions and how things have stayed the same! Listen In!

We know that sometimes associateships are sometimes necessary part of your journey to ownership. Whether its short term while you figure out where to land, or a place you to to build your speed before you own, there are some components of an associate agreement that can make a really big BAD impact on your future -- in this episode we talk about associate agreements gone wrong.....Listen in and do...