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Practice transitions

We’ve talked with our team of experts, our clients and our partners to collect industry knowledge and share it here.

Client Success Stories with Dr. Jason Montgomery, DDS

Join Dr. Montgomery as he sits down with Brett and learn about the intricacies of Dr. Montgomery's DSO-partnership journey.
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The Financial Planning Perspective of a DSO Transition

Christy is joined by Brittany Frazier of CWA as they dive deep into financial planning for dental professionals.
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Transitioning With Associates

Learn about the balance of timely communication, role definition, and how to preserve your practice's distinct culture.
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Maintaining Staff Morale

Fostering a positive work culture and announcing the transition at the right time play a key role in a smooth practice transition.
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We help dental professionals navigate the transition process and maximize the value of their life’s work.

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