How to Prepare for the Optimal Practice Transition:

Matt Porter is one of 20 Certified Valuation Analysts (CVA) nationwide who specialize in dental practice valuations. Come learn what REALLY comprises the value of a dental practice. In addition, we will discuss what each practice owner should know in order make effective decisions leading up to a practice sale. We'll outline the major components of a practice sale and educate each dentist on how they can be proactive in creating a successful dental transition that fulfills their personal objectives. We will also discuss what buyers are looking for in a dental practice and factors that affect the current lending environment, as well as what the future holds for private practice, private equity consolidation and DSOs.

This course will provide 1 hr of CE credit being offered through AGD's Program Approval for Continuing Education.

Learning objectives:

• Current value of your practice?
• What can you do NOW to prepare your practice for a sale in 3 to 5 years
• Critical mistakes to avoid in a transition
• Debunking misconceptions and myths about 'roll ups', private equity and DSOs
• What options are available for transitioning your practice?
• What should you do with your building - lease, sell to practice buyer or sell to investor?

  • CE Credit: 1
  • Audience:
  • Supported by:Menlo Dental Transitions
Matt Porter

Matt Porter, MBA, CVA

Matt has a bachelor’s degree from BYU, a masters of business from ASU and is a certified business appraiser. Matt is the founder of Menlo Dental Transitions, an Arizona based firm that specializes in dental practice sales, valuations and start ups. Matt is one of 20 Certified Valuation Analysts (CVA) nationwide who specialize in dental practice valuations. In the past, he has been engaged by some of the largest national DSOs and some private dentist-groups looking to sell or join private equity groups. On the topic of practice valuations, Matt has been engaged by dentists to provide expert witness testimony at trial and retained as a consultant by some of Arizona’s top law firms. He has successfully transitioned over 150 general and specialty practices in Arizona, including some of the largest transactions in the last decade. Matt had been a guest on numerous podcasts, spoken at dozens of CE events, study clubs and symposiums and has authored multiple articles published in the Arizona ADA magazine.