Free CE Monthly Webinar
How to Prepare for a Successful Practice Transition (Part 2)
When is the right time to step away from dentistry? How do you properly transition out of your practice? Whether you’re actively selling your practice soon, or just exploring your options, 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 alternatives to selling your practice
- All of the non-financial factors to consider when selling your practice
- What life looks like for you after the sale
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, April 10th, 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