Plan Your Exit Strategy [Video]

From the ADA BIG Idea 2019: Transitions 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, but transitioning what you value in your practice is something entirely different.

In this recording from the ADA BIG Idea 2019: Transitions conference, Kirk Dewart teaches you the right time to formulate a plan, what you should look for in an associate or buyer, how you can help the buyer prepare, and helps you establish realistic expectations for preserving your legacy.

Presenter information

Kirk Dewart
Kirk Dewart is director of U.S. Healthcare programs for BMO Harris Bank, leading national industry programs in healthcare within Metropolitan Banking. His accountabilities include oversight of key program strategies to grow and expand BMO Harris Bank’s healthcare brand nationally focused on assisting private healthcare practices. Mr. Dewart leads the healthcare practice team to ensure a tailored approach in meeting needs and challenges of today, whether single practitioners or large practice groups. Over his 13-year tenure at BMO Harris Bank, he has lead key initiatives with client management, risk, and industry verticals. Prior to joining BMO Harris Bank, he managed client relationships of privately held businesses and healthcare practices in the commercial banking space.

The ADA BIG Idea 2019: Transitions conference was held on Aug. 9, 2019, and focused on dental practice transition options and strategies. Two key topics for the conference included helping dentists identify the right time to start thinking about transition planning, and identifying factors that drive the value of a dental practice.

These materials are intended to provide helpful information to dentists and dental team members. They are in no way a substitute for actual professional advice based upon your unique facts and circumstances. This content is not intended or offered, nor should it be taken, as legal or other professional advice. Neither the ADA nor its affiliated entities make any representations or warranties, of any kind or any nature, whether express or implied, created by law, contract or otherwise, including, without limitation, any representations or warranties of merchantability, fitness for a particular purpose, title or non-infringement. You should always consult with your own professional advisors (e.g. attorney, accountant, insurance carrier). To the extent ADA has included links to any third party web site(s), ADA intends no endorsement of their content and implies no affiliation with the organizations that provide their content. Further, ADA makes no representations or warranties about the information provided on those sites.