Buy, Build, Scale, or Sell: The Complete Dental Journey

Every dental practice moves through a lifecycle—from the first purchase or build, through growth and scaling, to an eventual transition or sale. At each stage, dentists face a different set of financial, legal, and operational decisions, and getting them wrong can be costly.

Through practical discussion with each group of experts and real-world case examples, attendees will examine what it actually takes to buy, sell, build, or scale a dental practice—including financing and banking relationships, construction and build-out planning, insurance and risk management, legal and contractual considerations, and the transition and brokerage process. The session is designed to give dentists a clearer, more confident framework for whichever stage of the practice lifecycle they’re facing next.

Speaker (s)

Eric Pook

Eric’s consultancy journey focuses on small businesses, with a keen emphasis on enhancing profitability and mitigating risks. As a testament to his expertise, he holds a faculty position at York University’s Schulich School of Business and Lectures to Dentists as part of their Mini-Dental MBA program. He is a sought-after speaker, delivering lectures at conferences across North America and offering invaluable insights into leveraging lease agreements to optimize practice value while minimizing risk and liability. Eric has saved dentists over $400 million in his career by advising them on how to successfully leverage the dental office lease agreement to maximize practice value.

Course Highlights

• Identify the key financial and banking considerations involved in buying, building, or scaling a dental practice
• Identify the lease issues that arise during acquisitions, transitions,
  and construction
• Identify and manage risks to the dental practice at each stage of its lifecycle
• Evaluate financing and advisory strategies that support sustainable
  practice growth
• Outline best practices for planning and managing a practice construction or build-out project
• Assess the options, timelines, and best practices involved in transitioning, selling, or scaling a dental practice