ADA Practice Transitions Coffee Talk

ADA Practice Transitions Coffee Talk 

Register for ADAPT Coffee Talks - a way for you and your colleagues to share a virtual cup of coffee together (no judging if it is Irish coffee!) and receive practice transition advice from the experts. 

During each ADAPT Coffee Talk we will discuss a specific practice transition topic in-depth in a webinar format. Attendees will have the chance to submit questions before the event. Your questions will help guide the information presented. 


On-Demand:

Find Career Success with ADA Practice Transitions

Speakers: Bill Robinson, ADA Practice Transitions CEO & President, and Dr. Suzanne Ebert, ADAPT VP, Dental Practice & Relationship 

During this webinar, you will learn: 

  • The 3-step ADAPT process
  • How to use the ADAPT process to showcase your skills and/or practice to find the right match
  • Why the ADAPT process is different and how it leads to higher success rates

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Taking the Legal Pain Out of Buying or Selling a Dental Practice

Speakers: Charlie Douglas, managing partner of Douglas Law Firm and Dr. Suzanne Ebert, ADAPT VP, Dental Practice & Relationship Management

During this webinar, you will learn: 

  • How to assemble the right team of experts for your practice transition (and what to ask)
  • What to include in a letter of intent
  • Your estate planning options, and why they should be reviewed during a practice transition
  • Legal concerns for a selling dentist after leaving the practice

Watch On Demand

How to Manage & Retain Staff During a Practice Transition
Speakers: Dr. Betsy Shapiro, ADA, Director of Practice Management and the Center for Professional Success and and Dr. Suzanne Ebert, ADAPT VP, Dental Practice & Relationship Management

During this webinar, you will learn how to: 

  • Involve staff in the practice transitions process
  • Retain, hire, and terminate staff during a transition
  • Conduct joint planning sessions that streamline the transition
  • Navigate COVID-related staff issues, including transitioning back from furlough

Watch On Demand 

Selling Your Practice in the COVID-19 Era: Advice from Accounting Experts
Speakers: Chris VanStraten, CPA, Wisconsin firm leader for Baker Tilly’s dental practice management group, and Andy McCarty, CPA, Senior Tax Manager for Baker Tilly. Baker Tilly is a founding member of ADCPA. 

 During this webinar you will learn:

  • Which policies and documents you need to evaluate – and potentially update – before you consider selling 
  • How to approach practice valuation when staffing and active patient counts may be in flux
  • Strategies to insulate yourself from risk and uncertainty

Watch On Demand

Before You Buy: The Financial Side of a Practice Transition
Speaker: Robert Westhoven, VP, Commercial Team Manager and Commercial Loan Officer at Androscoggin Bank

During this webinar you will learn: 

  • 5 typical financing scenarios for dentists
  • How banks typically evaluate loan applications and how COVID-19 is changing this
  • The differences between financing a startup, an acquisition, or a partner buy-in
  • How to build a financing team and application package

Watch On Demand

What other topics would like to hear more about? Submit your answers below and they will sent directly to the ADA Practice Transitions team for consideration.