Organizations, Schools & Events We’ve Presented At:
Are You Ready For Retirement?
If you haven’t finalized your exit strategy for your practice, then this workshop is for you. Hear from industry experts, including a wealth advisor, a tax and accounting professional, and a dental transition specialist, and gain clarity and confidence moving forward.
Our goal is to provide you with a clear action plan for navigating your exit strategy and ensure you’re prepared for retirement with confidence. Bring your questions and leave with answers, actionable steps, and the peace of mind that comes from knowing you’re on the right path. Seats are limited to only 15 people so reserve your spot today.
Exit Strategy Workshop
March 5, 2025 | St. George
March 6, 2025 | Provo
March 7, 2025 | Salt Lake City
March 7, 2025 | Perry
Retirement Action Plan
Discover steps you can take right now to ensure a smoother, more successful transition.
Avoid Costly Mistakes
Find out how to avoid falling victim to the common pitfalls that most doctors experience.
Q&A Panel
Receive answers to your exit strategy questions from our expert panel with over 75 years of combined experience.
No Cost
Attend this workshop at no charge so you can be better prepared for the future. Seating is limited so RSVP soon.
Meal Included
Learning about exit strategies, transitions, and retirement makes you hungry. So enjoy delicious food on us!
Hear From Industry Experts
Matt Hamblin
Owner, DDSmatch
Dental Practice Transition Specialist
Matt has spent 26 years as a dental professional helping his clients navigate the details of dental practice ownership, start-ups, partnerships, transitions and associates. He has attended over 1,000 hours of CE with his clients and presented at dental schools, study clubs and education workshops as an industry expert.
Ric Rogers
Owner, Green Street Wealth Advisors
Financial Advisor
Ric guides dentists and practice owners on the path to wealth creation. By implementing advanced planning techniques, he protects assets and minimizes taxes to create optimal financial outcomes for business owners and their families.
Matthew Howard
Director, Blue & Co.
CPA, Accredited in Business Valuation
Matt performs business valuation, transactional due-diligence, quality of earnings, buyer representation, litigation support, and other consulting services for clients around the United States. He speaks across the United States on transactions and valuation.
You’re In The Right Place If You Want To:
Start Creating Your Exit Plan
Starting your exit strategy is key to securing your dream retirement. Begin by assessing your practice’s value and setting financial and personal goals. The earlier you start, the more options you’ll have to create a plan that fits your goals.
Feel Confident About Retirement
Feeling confident about retirement means having peace of mind and knowing your future is secure. It allows you to focus on enjoying the next chapter of your life without financial stress. Confidence comes from having a clear plan, knowing your goals are achievable, and being prepared for unexpected challenges.
Maximize Your Practice Value
Maximizing your practice’s value is essential to securing a strong financial foundation for retirement. By understanding what drives value, you can make strategic improvements now that will pay off later. Taking action early ensures you’ll be in the best position to attract the right buyer, negotiate favorable terms, and leave a lasting legacy.
Leave A Legacy
Leaving a legacy ensures your impact extends far beyond retirement. For your family, it means financial security and the pride of carrying on your values. For your office staff, it provides stability and a smooth transition, showing appreciation for their dedication. For your patients, it ensures continuity of care and trust in the hands of a capable successor. A well-planned legacy reflects your commitment to those who’ve supported your journey, creating a lasting impression that honors your career and contributions.