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Planning for Practice Transition
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This is a course originally presented at the ADA 2020 Virtual Connect Conference.

Building a practice doesn’t happen overnight. Every owner builds their own personal and unique story along the way. They develop their own style and philosophies that make a practice something special, one patient at a time. Building is one thing; transitioning what is valued in one’s practice is something entirely different. Learn how to plan and prepare for this important milestone with Fred Heppner, Transition Consultant and Business Management Advisor. Fred will help with outlining the right time to formulate a plan, what a person should look for in an associate or buyer, how to prepare for the transition, and establish realistic expectations in preserving the dentist’s legacy.

Presenter: Fred E. Heppner, President, Proactive Practice Management / Arizona Transitions

Learning objectives:
Discuss when and how to get organized when planning
• Discuss setting realistic expectations
Discuss mentoring a future buyer


Sponsored by BMO Harris Bank

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