Agenda

Join an exclusive seminar designed for visionary business leaders driving orthodontic excellence within Dental Service Organizations. Embark on a transformative journey through the latest orthodontic market trends. We’ll discuss the key performance indicators (KPIs) that fuel growth and ROI, including integrating Invisalign, scaling RCM, and transforming the patient experience.

Orthodontic and DSO industry leaders will create a dynamic atmosphere. You’ll gain insights that empower you to meet the current orthodontic market head on. Connect with fellow industry trailblazers, absorb their wisdom, share your own, and collectively carve a path toward success.

Are you ready to sell your practice?

Are you looking to create more EBITDA?

Have you run out of capital and don’t know where to turn?

If you answered “Yes!” to any of these questions (even if you’re still trying to remember what EBITDA stands for), then this workshop is for you.

This half-day workshop is a rare opportunity for hands-on teaching from the leaders of Aligned Dental Partners, Dykema, and Logan Growth Advisors.

Build

• Learn how to create mergers that add EBITDA and drive enterprise value
• Assess and rate the systems and infrastructure of your group or DSO
• Discover how to affordably centralize management services

Maximize

• Learn what buyers & investors want
• Prepare to go to market and ensure the back end is in order 
• Discover techniques to deploy, pre-transaction, to grow revenue, EBITDA & Enterprise Value

Monetize

• Understand valuations, value enhancers, and detractors
• Learn what levers to pull as part of deal negotiations, to maximize the value of your dental practice
• Understand that economic terms on the term sheet are important, but only a piece of the puzzle. Choosing the right partner is crucial to the success of the deal.
• Understand proper due diligence, landmines & “gotcha” issues, and eliminate poisonous deal terms 

AI is changing dentistry. But what tech will give you a competitive edge, and what will turn out to be smoke and mirrors?

For the first time EVER, we’ve brought together the three leaders who know best.

CEOs Florian Hillen of VideaHealth and Ophir Tanz of Pearl, along with Dr. Chris Balaban, VP of Clinical Affairs at Overjet, focus on the trends and applications they see from the top of the industry. They’ll also give their expert POV on new solutions for AI in dentistry.

Moderator Tanner Applegate will run the session in a quiz format designed to draw out new angles and insights.

This is your chance to be a part of history.

You’ll get the knowledge you need to make smart choices. And the tools to use AI for better diagnostics, treatment planning, patient management, and practice efficiency. Get smart so your practice can get innovative.

This is a rare opportunity that no DSO leader can afford to miss! Get your burning questions answered by industry experts in the DSO Diagnosis® panel.

Join Ali Oromchian, Mike White, Theresa Yanicak, and Dave Salciccioli as they dive into topics ranging from executive recruiting to mergers and acquisitions to driving growth in dental practices.

Three DSO practices will be on stage to grill the experts. Then it’s your turn. Take the mic and ask our experts about your challenges.

This is your chance to apply cutting-edge knowledge to your practice. This is the insight you need to power up your growth. Don’t get left out.

Think HR due diligence is just a box to tick in an acquisition? Think again. It’s crucial to successful dental practice sales that maximize your sale price.

Expert panelists in law and practice leadership will show you what HR due diligence really means for your practice. Get the practical knowledge and insights that will make or break your next sale.

Explore:

• The legal factors, potential pitfalls, and essential considerations
• How optimizing schedulers, implementing new hire checklists, and managing leave of absence tracking makes the HR transition easier
• How modernizing your HR operations makes your practice more valuable

HR due diligence is vital to a successful practice sale. You need to be able to navigate the process with confidence. This session is where you start.

Let’s get ready to rumble! It’s private equity versus doctor-owned: A debating duel between two popular ways to grow your practice.

Our panelists, Mike Panahi, Kerry Straine, and Dr. Greg White will cut through complexity and get to the core of what matters. Comparing models can be overwhelming. This format makes the matchup meaningful and fun.

In one corner, we have the power of private equity to infuse your firm with capital. Access to investment capital means PE typically pays more upfront. And if you’re nearing retirement, you can cash out with a higher valuation.

In the opposite corner are doctor-owned practices. This alternative model helps doctors create 100% doctor-owned group practices. But does this model combine financial security with fewer risks and better practice culture?

Moderated by Brian Colao, we’ll dive deep into the pros and cons of these different models. But what’s the right model for you? That’s for you to decide.

It’s a tough market. Funding options are tightening. Accessing capital is getting harder. Interest rates are rising. You need a new approach.

Don’t just weather the storm, grow through it!. Empower your team and enhance your investor appeal with Key Performance Indicators and data analytics.

Jonathan Moffat (founder of Aligned Advisors), and Jill Nesbitt (Optimize Dental Consulting) will share how they accelerate growth. To secure funding, you need to track the right KPIs, use data analytics to make informed decisions, and position your practice. They know how.

They’re joined by Steven DeLong, CEO of Bluetree Dental. He’s navigated the funding landscape and come out on top. He’ll share the examples and best practices he’s learned from hands-on experience.

Unlock the potential of your group practice and position it as an attractive investment opportunity. Join us and learn how to make your group practice truly “bankable.”

You might think you know the ins and outs of M&A. You can check the sums and dot the i’s. But there’s a side of of M&A that can break down a transaction that you might not have thought of.

It’s culture and compliance.

It’s simple: organizations with a strong culture and compliance foundation are more likely to make change work.

Heidi Arndt, Kate Dobens, and Teresa Williams will cover how to:

• Understand human capital management’s critical impact on culture and finances
• Handle employee job insecurity and uncertainty through change
• Avoid culture clashes and maintain alignment and collaboration
• How to review turnover costs and forecast their impact on profitability

You’ll learn how to defuse the hidden landmines of M&A before you step on them. Leading to a successful and profitable transition. And a strong culture that grows and grows.

Discover the secrets of effective marketing in this immersive workshop. Join industry experts Sarah Ruberg, Deneen Dismore, and Nicole Toudouze as they delve into the world of branding and marketing.

Learn how to create a cohesive brand, differentiate yourself and your practice, attract new patients, retain existing ones, and optimize recruitment efforts. It’s a crash course with real results.

Online Reputation & Brand Power:

• Harness the power of a robust online presence.
• Emphasize culture and expertise to attract the right team members and ensure practices align with your brand values.
• Address the financial strain caused by high turnover and the hiring-training cycle.

Optimizing Digital Marketing ROI:

• Navigate the pitfalls of ineffective digital marketing where precious dollars are wasted.
• Implement strategies to ensure that leads are relevant, ad rates are justified, and organic SEO is leveraged effectively, even in saturated markets.

Boosting Patient Loyalty & Retention:

• Embed effective internal marketing strategies to maintain patient loyalty.
• Refine the patient experience from the first contact to post-treatment follow-ups.
• Equip leadership with skills to continually attract and retain patients, thereby setting up repeatable patient systems.

Tech, financial, and management consultants are expensive. But what if you had access to all that expertise, and it was all focused on you?

Speed Networking is back for 2023. This year you will be paired with experts who can help you achieve your growth goals. During registration, you pick the areas you’d like to focus on and we match you with relevant experts.

Our curated experts will meet with you in a private, confidential setting. You’ll discuss your business objectives and get guidance on how to achieve them. You can meet with companies in private equity, AI, venture capital, investment banking, traditional banking, legal, marketing, RCM, real estate and more.

Whether you’re just starting out or looking to accelerate your business, these professionals can help you develop a clear and effective plan for growth.

Registration is first come, first serve and you must be pre-registered to attend.

“Serve more people” is a goal, but it’s not a plan. It’s time to learn the nuts and bolts of how successful DSOs drive same store growth.

That’s why we’ve brought together DSO leaders that know how to get and keep new patients.

Caitlin Waters (Risas Dental and Braces) brings deep marketing experience. Kellie Cernobyl (Freedom Dental Management) knows all things operations. Together, they’ll discuss strategies like:

• Free treatment promotions tied to trackable revenue numbers
• Community outreach, including attending events, positioning team members as spokespeople, and amplifying patient stories
• Marketing strategies like geofencing and leveraging insurance coverage changes
• Employee retention and happiness as an essential part of same store growth

They’re joined by technology experts McKenzie Fagan and Jessica Lamers. They’ll focus on how AI and practice management software can increase patient numbers without increasing overhead.

When your marketing, operations, and technology are working together, nothing can stop your growth.

You need to make yourself LESS important. It seems counterintuitive, but it’s critical for growth. This panel shows you how to do it right.

If you’re a solopreneur who’s built your practice from the ground up, it’s time to plan for the future. It starts with a support system. Discover the strategies you need to move from sole leadership to heading an exceptional C-Suite.

This panel will dive deep into:

• Why developing top-level executives and succession planning are important
• How to define roles, identify the right people, and create a cohesive team.
• How to empower your C-Suite to excel, build a collaborative culture, and communicate your mission
• The talent development and succession planning strategies that ensure your practice will last long after you’re gone.

This is your roadmap for building a high-performing C-Suite. Because when your practice grows without you, you can build your own future.

You want to grow your firm and serve more patients. You know incorporating a specialty like orthodontics, endodontics, or sleep apnea will help get you there. What you don’t know are the key steps to make it happen.

This session is the holy grail of how-to guides, teaching you everything you need to know when it comes to incorporating specialties.

Santosh Patel, Dr. David Ferguson, and Jeff Paz will give you the strategies and prerequisites for successful specialty integration. Learn when and how to bring in specialties, how to align your offerings, and how success can vault your valuation to the next level.

Other panels just tell you to offer specialties and skip over the useful operations insights. Not this one. Discover exactly how you can supercharge your practice’s growth and gain a competitive edge.