Speaker Information

Mr. Charles Loretto
Frisco, TX
Financial Services
Registration opens
December 9th


  • Partner and Investment Advisor, Cain Watters and Associates
  • Founder, National Dental Placements (NDP)

Fr6099 - Securing Your Financial Legacy: Practice Transitions & Partnership Strategies
Date/Time: 3/13/2026   2 - 5 p.m.
Type: Lectures
Dentist Fee: $105.00  Other Fee: $75.00
Audience: Dentists
Credits: 3.00

Selling all or part of a dental practice can secure your financial legacy, but navigating the business side is critical to profitability. This session, which draws on thousands of dental practice transitions over two decades, will cover private practice sales, partnerships, staggered deals and walkaway options. Objectives include valuing a practice, structuring profitable partnerships and avoiding pitfalls in private sales. A networking happy hour will follow, connecting practice owners with dental-specific professionals, students, residents and associates exploring ownership. Location TBA.