Most dentists spend decades building a successful practice only to lose a significant portion of their proceeds to taxes, poor planning, and overlooked blind spots during the sale process.
Join Chris Heerlein and Blake Schaper for an exclusive lunch session focused on helping practice owners maximize the value of their life's work before it's time to exit.
Through real-world case studies, you'll discover:
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The common blind spots that can cost practice owners hundreds of thousands - or even millions - at closing
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How one dentist kept an additional $1.5 million from the same practice sale
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Ways to reduce your annual tax burden, even if you're not planning to sell immediately
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How proactive planning can help protect your wealth long after the transaction is complete
Whether you're considering an exit in the next year or simply planning ahead, this session will provide practical insights to help you make more informed decisions and keep more of what you've worked so hard to build.
Join us for lunch and learn how to maximize your practice value before it's time to sell.