Give Me More YOLO and a Lot Less FOMO

Mar 21, 2023 7:00pm ‐ Mar 21, 2023 8:45pm

Dr. Glenn Dubroc will explain how a single-owner practice can be just as financially rewarding to someone as being part of a large practice.  He will carefully walk you through the financials in order to allow you to suceed.

To Be or Not to Be (a Part of a DSO), That is the Question

Nov 14, 2023 7:30pm ‐ Nov 14, 2023 8:45pm

The information contained in this program represents the views and opinions of the panelists on practice models and does not necessarily represent the views or opinions of the AAO.

Join this AAO panel of distinguished members for a discussion on To Be or Not to Be (a Part of a DSO) This is the Question (1.25 CE) on Tuesday, November 14. Dr. Jahnavi Rao will moderate and discuss DSO/OSOs with the panel consisting of Dr. Anil Idiculla, Dr. Osama Eissa, Dr. Neil Kravitz, and Dr. Lauren Wiese.

Attendees will hear each panelists' own experiences with DSO/OSOs, Dr. Rao will discuss with the panel ways that doctors can pursue growth within a DSO/OSO framework, when it might or might not be the right time to sell to or be part of a DSO/OSO, and a range of other questions with the panel. After that, she'll open the program up for members to ask questions.

Learning Objectives:

• Learn how an OSO/DSO might be a successful framework for your practice modality
• How to pursue growth as an associate in a DSO setting or when it might not work for your lifestyle
• Positives and negatives to selling your practice to a DSO/OSO good for your and your patients, and more.

CE is NOT available for this session. It is being shared for information on practice models.

Should I Join or Not Join an OSO/DSO

Nov 9, 2023 7:30pm ‐ Nov 9, 2023 8:45pm

Doug Copple and Shannon Patterson discuss Corporate Employment Models with DSO/OSO for Orthodontists (1.25 CE). This lecture will focus on the fast-growing Dental/Orthodontic Service Organization (DSO/OSO) market. Many residents and younger members are not sure if a DSO/OSO practice model is right for them.  Arm yourself with knowledge to understand this trend and its impact on the industry and your practice. Topics discussed include:

Three Learning Objectives:

• Considerations for joining a DSO/OSO.
• Understand differences in price/value and terms in DSO/OSO transactions compared to traditional doctor-to-doctor transactions.
• How to prepare and what to ask about joining a DSO/OSO.

Considerations for Orthodontic Partnerships in Private Practice

Oct 17, 2023 7:30pm ‐ Oct 17, 2023 8:45pm

Doug Copple and Shannon Patterson, Bentson Copple & Associates present Considerations for Orthodontic Partnerships in Private Practice (1.25 CE).  This lecture will discuss orthodontic partnerships in private practice. As future provider demographics continue to shift we anticipate partnerships to be one of the fastest growing sectors in our industry. Shannon and Doug will discuss the following topics:

• Practice Modality Changes
• Future Provider Demographics
• Preparing for Partnerships
• Timeline and Finding the Right Partner
• Partnership Structures

2020 Webinar - Partnerships, Acquisitions, Associates, OH MY! (Part 2)

Mar 13, 2020 9:30am ‐ Mar 13, 2020 10:10am

Part 2 (.50) of this program looks at understanding Associate Agreements. We will examine the important issues relevant to an associate agreement, providing attendees with an understanding of the fundamentals of an employment agreement.

Objectives:

• To understand an Associate Agreement.
• Explaining the difference between independent contractor and an employee
• How to properly address association compensation

2020 Webinar - Partnerships, Acquisitions, Associates, OH MY! (Part 1)

Mar 11, 2020 7:30pm ‐ Mar 11, 2020 8:45pm

Part 1 of Partnerships, Acquisitions, Associates, OH MY! (1.25 CE) 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.

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.

2019 Webinar - Partnerships: Exploring One of Dentistry’s Fastest Growing Trends

Feb 26, 2019 7:00pm ‐ Feb 26, 2019 8:30pm

Dental partnerships sometimes get a bad rap. Almost every dentist knows someone who has been in a partnership that ultimately failed for some reason, leading many to overlook or dismiss what can be a very lucrative and fulfilling business model. For every failed partnership, there is a long-standing, harmonious partnership that provides its owners with numerous benefits, both quantitative and qualitative. It is due to these benefits and many recent industry trends that we have seen a steep increase in the number of partnerships. In this presentation, we will discuss the pros and cons of this sometimes polarizing business model and will explore ways that doctors considering this path can achieve success by avoiding common pitfalls.

After this lecture, you will be able to:

• Discuss the reasons that partnerships are a growing trend, and why more and more doctors are choosing this pathway for their transition over a full sale of the entire practice.
• Identify the qualitative issues that sellers should consider before pursuing a partnership, such as facility and capacity issues, how long should your buyer work as an associate, what percentage of the practice should be sold, etc.
• Outline the steps that are necessary, and identify the financial terms that must be addressed in order to achieve a successful partnership including the amount of income growth necessary to sustain multiple doctors, sale structure and the resulting tax implications for each party, the allocation of income and expenses between partners, etc.

2018 Webinar - Compensation Models During Career Transition: Associates, Buyers & Sellers

Nov 7, 2018 7:00pm ‐ Nov 7, 2018 8:30pm

This presentation will review practice modality options available in the market today and the financial and operational considerations of solo, group and corporate practice models. The expansion of group and corporate practices will be also discussed, along with what to consider if you are planning to bring in a partner or sell your practice. Today’s orthodontists have more options than ever in regard to how to operate, who to partner with and how to transition their practice. This presentation will outline the options and considerations for these important decisions and discuss the variety of compensation models. 

Objectives:

• Discuss the motives for entering different types of orthodontic business models
• Identify and respect each party’s goals and perspectives during a transition
• Examine profit allocation methods and understand what’s best for your career goals

Trends for the Next Decade, Practice Modality Options, Valuation Norms

May 3, 2020 3:50pm ‐ May 3, 2020 4:55pm

The direction of the market is important to understand. This presentation will suggest five major shifts to consider for the next decade. Some of these trends will affect the way we practice and who we practice with. More options are available today than ever before. The value of a practice has many components and this presentation will highlight key factors in valuation outcomes, which will be useful to orthodontists in all phases of their practice life cycle.

Presented by: AAOF

Learning Objectives:

• Understand what trends are driving practice growth.
• Evaluate how consumer behavior can be a factor in your strategy for the future.
• Gain an understanding of the multiple ways doctors can choose to practice today.

A Transition Model That Works

Jan 29, 2022 11:00am ‐ Jan 29, 2022 12:00pm

Orthodontists everywhere are exploring the best path forward for them and their practices during this pivotal moment in dentistry. Disruptions are constant and inundating their lives in unprecedented ways. The only wrong choice in our current climate is no choice at all. In this lecture, Dr. Greg White will share a transition model that truly works for the practitioner, their team, their patients, their community, and their legacy.

Learning Objectives:

• Outline the current transition models available to practitioners.
• Assess how private equity investments have changed practice valuations in dentistry in general, and orthodontics specifically.
• Understand the after-retirement passive income component to a unique practice transition model.