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For owners, new and established, who want to maximize their practice value and plan for succession.About this Event
Whether you are a new practice owner or a seasoned leader, understanding how to maximize your practice’s value and prepare for your next ownership chapter is essential to long-term success. This workshop is designed for dental owners who want to take a proactive, strategic approach to their future, from value building to succession planning.
Speakers/Advisors:
- CDSPI
- Dentons
- MNP
- Scotiabank
What Will You Learn During This Session?
- Evaluate the current state of their practice and identify key value drivers.
- Understand the succession planning timeline, including when to start and what milestones to set.
- Compare ownership transition options, including internal succession, partnership, associate buy‑ins, and external sales.
- Assess risks and opportunities that impact valuation and long-term continuity.
- Build a personalized succession roadmap using the provided workbook and expert guidance.
- Recognize which advisors to involve, and at what stage, to support a successful transition.
What's Included?
- 3 CE Credits
- A customized succession‑planning workbook with templates and planning tools
- Expert insights and practical strategies from a panel of advisors
- Networking opportunities with fellow practice owners
- Access to specialists in valuation, legal, financial, and transition planning
- Lunch and snacks!
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Event Venue & Nearby Stays
Fairmont Banff Springs, 405 Spray Avenue, Banff, Canada
Tickets
CAD 134.46
Concerts, fests, parties, meetups - all the happenings, one place.
