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Practice Acquisition

Practice Acquisition

Achieving Procurement Success Through Expert Guidance
12
CE Credits Available for this course

Learn to lay the foundation for a lucrative acquisition and ensure a smooth transition.

Approach acquisition with a clear strategy. Filled with all the information you need in order to gain financial freedom through practice ownership, this highly sought-after seminar teaches you the ins and outs of procuring a practice and ensuring a lucrative transition. The Practice Acquisition Seminar boasts an unparalleled lineup of industry-leading professionals, familiar with the systems and challenges of practice acquisition.

Testimonial

“With this new information I am going to look into finding an ideal existing practice to purchase.”

Dr. Sara ShiraziDDS

Outline

Welcome to Practice Acquisition
What is an Acquisition
What is an Acquisition
An introduction to practice acquisition & strategizing from Tim McNamara, an entrepreneurial dentist who’s mastered the process.
Dental Whale
Dr. Tim McNamara
Valuation and Due Diligence
Developing the Right Mindset
Developing the Right Mindset
Learn the difference between fixed & growth mindsets from Dr. Wingfield, plus options for finding the right practice to acquire.
The 3 Acquisition Strategies
The 3 Acquisition Strategies
Dr. Wingfield shares 3 practice acquisition strategies, their benefits and costs, plus how to gauge EBITDA and P&L statements.
Rules of Predictable Acquisitions
Rules of Predictable Acquisitions
Dr. Wingfield shares the rules of predictable acquisitions, how to analyze a proforma, its value & how much you’ll pay.
The Acquisition Checklist & What to Expect
The Acquisition Checklist & What to Expect
Dr. Wingfield discusses the time commitment involved in practice acquisition, and reviews the checklist to follow for success.
Operational Due Diligence & Where to Start
Operational Due Diligence & Where to Start
Dr. Wingfield shares how to read a proforma, develop a working relationship with the seller, prepare the LOI & what to do after.
Launching the Newly Acquired Practice
Launching the Newly Acquired Practice
Dr. Wingfield explains post-closing steps, as well as the most important operations & systems that drive practice performance.
Aligning Your Team for Acquisition
Organizational Change & Evaluating Practice Culture
Organizational Change & Evaluating Practice Culture
Laura explains how to evaluate the culture, morale, and environment of a practice to make sure the acquisition is a success.
Dental Whale
Dr. Steven Wingfield
Eric Masson
Chris Grimm
+1
Your Vision & Systems for Acquisition Success
Your Vision & Systems for Acquisition Success
Laura talks about why vision is vital, and reviews the dental small-business cycle & the importance of having
Building An ‘A’ Team & Retaining Patients
Building An ‘A’ Team & Retaining Patients
Laura explains the communication cycle, 7 key aspects of communication, exceptional customer service, and setting SMARTER goals.
Tone at the Top
How to Set the Right Tone
How to Set the Right Tone
How To Set the Right Tone
Clinical Due Diligence
The Ins and Outs of Clinical Due Diligence
The Ins and Outs of Clinical Due Diligence
Dr. Wingfield explains the importance of clinical due diligence prior to an acquisition, and how financial preparedness helps.
Conquering Clinical Transition & Growth Planning Strategies
Conquering Clinical Transition & Growth Planning Strategies
Dr. Wingfield explains how to ensure a seamless clinical transition from new to current owner, then develop a growth strategy.
Acquisitions, Legal Speaking
Finding a Lawyer Who Specializes in Practice Acquisition
Finding a Lawyer Who Specializes in Practice Acquisition
Eric discusses how to find a knowledgeable lawyer, and goes over the basics of legal language you’ll hear along the way.
Sale Purchase Options & Legal Due Diligence
Sale Purchase Options & Legal Due Diligence
Eric explains the various types of sale purchase options, how to perform a lien search, and what contracts & insurances to have.
Purchase Documents & Other Legal Processes
Purchase Documents & Other Legal Processes
Eric discusses acquisition purchase documents, tax implications, and other legal processes to ensure a smooth transition.
Information Technology
How To Assess a Practice’s IT Infrastructure
How To Assess a Practice’s IT Infrastructure
Chris explains how to assess the current state of the IT infrastructure at the practice, including what and what not to do.
IT Integration, Support, Security & Compliance
IT Integration, Support, Security & Compliance
Chris explains technology integration, software updates, and managing IT equipment for acquiring one practice or several.
Q & A Panel
Practice Acquisition Expert Panel Discussion
Practice Acquisition Expert Panel Discussion
The Dental Whale experts sit down together and answer participants' questions about practice acquisition.