Practice Excellence Network Bootcamp: The Long Game

For owners, new and established, who want to maximize their practice value and plan for succession.

Whether you are a new practice owner or a seasoned leader, understanding how to maximize your practice’s value and prepare for your next ownership chapter is essential to long-term success. This workshop is designed for dental owners who want to take a proactive, strategic approach to their future, from value building to succession planning.

Speakers/Advisors:

• CDSPI
• Dentons
• MNP
• Scotiabank

What Will You Learn During This Session?

• Evaluate the current state of their practice and identify key value drivers.
• Understand the succession planning timeline, including when to start and what milestones to set.
• Compare ownership transition options, including internal succession, partnership, associate buy‑ins, and external sales.
• Assess risks and opportunities that impact valuation and long-term continuity.
• Build a personalized succession roadmap using the provided workbook and expert guidance.
• Recognize which advisors to involve, and at what stage, to support a successful transition.

What's Included?

• 3 CE Credits
• A customized succession‑planning workbook with templates and planning tools
• Expert insights and practical strategies from a panel of advisors
• Networking opportunities with fellow practice owners
• Access to specialists in valuation, legal, financial, and transition planning
• Lunch and snacks!