Practice Transition: Buy, Sell, Merge Without Mistakes
Corporate vs. Private – Sell Without Selling Out - For Dental Practice Owners
Lead Through Change. Create a Legacy.
Selling, buying, or merging a dental practice is one of the biggest financial and career milestones you’ll face. The choices you make today impact your team, your patients, and your long-term legacy. This workshop equips you with the strategies to transition wisely—without falling into the hidden traps of corporate sales.
Why Join?
Learn smart, non-corporate strategies that protect your autonomy, culture, and income.
- Gain legal and financial safeguards to avoid costly mistakes.
- Ensure a smooth handoff for your patients, team, and future.
- Walk away with an action plan you can apply immediately.
Meet Your Speakers
Thomas Walsh, J.D. – Executive Coach & Partner, Fortune NorthBay
Dr. Yolanda Mangrum, DDS, MAGD – Executive Coach & Partner, Fortune NorthBay
Tana Inskeep – Executive Coach, Fortune NorthBay
What You’ll Learn
✔️ How to identify your best transition option—sell, buy, or merge.
✔️ Ways to structure deals that support both value and legacy.
✔️ Accurate valuations, tax strategies, and legal considerations.
✔️ How to spot corporate risks early.
✔️ Proven methods to preserve your team, values, and patient trust.
Who Should Attend
This course is designed for dentists planning to sell, buy, merge, or exit a practice—especially those who want to protect their legacy and avoid being absorbed into corporate dentistry.
Registration
đź’˛ $99 for both sessions | $59 single session
đź“Ť Luminary Education Center | 1301 Southpoint Blvd, Petaluma, CA
👉 Limited spots available – RSVP today!
