Free CE Monthly Webinar
How to Prepare for a Successful Practice Transition
Thinking about selling your dental practice but not sure where to start? It’s one of the biggest decisions in a dentist’s career—second only to becoming a practice owner. The timing and approach to selling can significantly impact your finances and lifestyle.
Join Matt and Jake as they break down the key financial and personal factors to consider and share real stories from dentists who have sold their practices.
In this webinar, you’ll learn:
- The most important things to consider when preparing for a practice sale
- The different options to transition out of dentistry
- All of the non-financial factors to consider when selling your practice
Who Should Attend?
- Practice owners
Presenters
- Matt Mulcock, CFP®, Managing Partner of Dentist Advisors
- Jake Elm, CFP®, Financial Advisor at Dentist Advisors
Webinar Details
WHEN:
Thursday, March 27th, 2025
6:30 – 7:30 PM MDT
WHERE:
Zoom Webinar
CE Information
This event will provide 1 CE credit to participants. Our primary objective is to share academic and behavior-based principles to help dentists effectively manage their personal and practice finances.
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
Matt Mulcock, CFP®
Matt is Managing Partner at Dentist Advisors and co-host of the Dentist Money™ Show.
Presenter
Jake Elm, CFP®
As a Financial Advisor at Dentist Advisors, Jake has developed deep expertise in helping dentists create comprehensive financial plans designed to make work optional and to live well in the present.
Presenter