Click Here to Attend each Session

NOTE: You do not have to attend both sessions!

Date: Part 1 March 11, 2020, 07:30 PM - 08:45 PM Central Time  | 1.25 CE  |
           Part 2March 13, 2020, 09:30 AM - 10:10 AM Central Time  | 0.50 CE |

Part 1 of this course will discuss (1) how to acquire a practice, (2) properly bring in an associate and protect your patient base and (3) how to plan for either a partial sale or a full transition of your dental practice. We will evaluate trends in the industry, valuations, legal structure of practice acquisitions, timing of sale, and more. Partnership models and lease/real estate concerns relative to practice acquisitions or sales will be touched upon.

Part 2 of this program has been changed slightly. It will look at a forgotten asset, the lease. Jason will provide the how to, as well as issues you may encounter and actual case studies and examples to help you in your process.

Learning Objectives:

  • To provide attendees with a comprehensive assessment of various acquisition/sale strategies available to them in the existing marketplace without the threat of a salesman.
  • How to evaluate trends in the industry, valuations, and timing of sale.
  • To understand an Associate Agreement.
  • Explaining the difference between independent contractor and an employee.
  • How to properly address association compensation.


Speaker Disclosure:
Other: Wood & Delgado

Length of session Part 1:
Each session consisting of lecture and audience questions will last 75 minutes.

Length of session Part 2:
Each session consisting of lecture and audience questions will last 40 minutes.

FREE – complimentary to AAO Members.

Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE credit for Part 1.
Each participant who completes the Webinar will earn 0.50 CE credit for Part 2.

Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at

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