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The Dentist Money Show | Financial Planning & Wealth Management

#634: 4 Mistakes to Avoid during a Dental Practice Transition: Part One

Apr 16, 2025
56:58

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down four common mistakes dentists make when selling their practice and why preparation is key to a smooth transition. They discuss key considerations like valuation differences, long-term trade-offs, and how to maximize practice value before selling. Whether you’re considering a transition soon or planning for the future, this two-part series provides insights to help you navigate the process successfully.

Check out the Dentist's Guide to a Successful Practice Transition e-guide to help you walk through the key stages of a practice sale, the differences in potential buyers, personal tax and retirement implications, and key questions to ask yourself during the transition!

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

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