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2018 Annual Session Conference

Changing of the Guard: Embracing a Practice Transition

May 7, 2018 1:20pm ‐ May 7, 2018 2:20pm


Your doctor is approaching retirement and is selling his practice…what happens next? Your doctor is opening a satellite office and needs your help…how do you accomplish this successfully? Your practice is experiencing growth and prosperity, resulting in another doctor joining your practice…how does this affect you? There are many things to consider when challenged with a practice transition. It can be both an exciting time and a stressful time, as well. Misty Everman, COA and office manager at Gordon Orthodontics in Greenville, Ohio, has experienced four practice transitions during her career. Every aspect of the practice, from something as simple as how to answer the telephone to implementing new financial policies takes thought and planning. Allow Ms. Everman to share her practice transition experiences with you. It’s an exciting time in an orthodontic practice – embrace it!

Learning Objectives:

  • Create a step-by-step action plan to assist in organizing a practice transition.
  • Implement systems to be as efficient as possible for the doctor(s), staff, and   patients.
  • Identify the challenges that occur during a practice transition.


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