*The reservation cut-off date is Friday, February 14, 2025.*
Join MDIB in earning CE credits. Experience amazing speakers talking about some exciting new techniques and practices in the dental industry.
*Speakers are subject to change*
*If already attending CEO Roundtable Cohort A
*If NOT attending CEO Roundtable Cohort A
Selling a dental practice is one of the most significant decisions a dentist will make in their career. Perhaps only trumped by the decision to become a practice owner in the first place. Dentist Advisors’ Matt Mulock, CFP® will review how dentists should prepare and improve their practices before they start a sale.
Matt Mulcock is a CFP® professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction. In addition to advising dentists across the country, he oversees advisor development and the implementation of service improvements. Matt is co-host of the Dentist Money™ Show podcast and author of the “Money Matters” blog.
This lecture explores the critical financial considerations involved in dental practice transitions, whether buying or selling to another doctor or a DSO. Attendees will gain insights into valuation methods, deal structuring, and tax implications to maximize profitability and minimize risks. Designed for dental professionals, this session provides actionable strategies to ensure a smooth and financially sound transition.
CPA, Financial Advisor
Angie’s passion for her work has helped her pave a path for success. An alumna of Sonoma State University, she holds a Bachelor of Science in business administration and accounting.
Her career began at Deloitte in San Francisco, where she was a senior auditor. She then spent four years with Burr, Pilger and Mayer as an audit manager, before relocating to Texas in 2009. There, she was a senior manager at Whitley Penn. With her long history in auditing, Angie was able to easily transition to Cain Watters and Associates as a financial planner.
Angie grew up near Santa Cruz, California. She spends her time outside of work baking, cooking and enjoying time with her husband and two sons. She’s a Certified Public Accountant, an Investment Advisor Representative, and a former member of the Leadership Frisco Advisory Council and the Texas Society of CPAs.
The decision to transition is a significant milestone for practice owners. This course offers a transparent and comprehensive of the Heartland Dental affiliation process, the unique support available from initial exploration through to post-affiliation. It also outlines the benefits that enable doctors the ability to deepen their passion for patient care while honoring a developing legacy.
Sabrina joined Heartland Dental in July 2003 and brought vast experience in the dental industry, both in and outside of the dental support organization, including more than 20 years of operations and clinical experience in dental practice management. She worked in both a solo and large group practice before signing on to Heartland Dental as a practice administrator. Later, she was selected as one of the original ten regional directors of operations.
Now as Vice President of Operations, Sabrina focuses on the success of Heartland Dental’s footprint growth, supporting the de novo program and integration of affiliation solo and group practices. She leads a team of Regional Directors of Operations and works closely with Doctors, Hygienists, Managers and Directors to achieve their goals. Sabrina holds a degree from Apollo College of Medical and Dental Careers and currently serves as the Heartland Dental Foundation Board Chair.
Join us for an exciting and insightful panel discussion featuring dentists who have navigated the complex journey of transitioning ownership in their practices. Whether they bought out a partner, welcomed an associate into partnership, purchased patient charts, or sold to a DSO, each panelist brings a unique story and valuable lessons. If you’re considering your next steps in ownership—whether stepping in or stepping out—you won’t want to miss this dynamic conversation!
Selling or transitioning a dental practice is one of the most significant financial and professional decisions a doctor will make. This course provides dental entrepreneurs with a strategic roadmap to navigate the transition process with confidence. Attendees will gain a clear understanding of what drives practice value, the different transition models available and the essential steps to prepare for a successful sale. Whether you’re considering a transition in the near future or simply want to understand your options, this presentation will help you take the first steps toward a financially secure future.
Brent Anderson had the opportunity to help lead the largest dental group on their M&A team buying offices all over the United States, now having been a part of over 300 practice transitions throughout his career. Brent enjoys the relationship aspect of truly understanding what’s important to his clients and building a lifetime friendship with the people he helps navigate through exploring all the different transition options that are in the market. As Brent feels it’s important to have representation to make sure you make the right choice in your decision with your future partners as you typically will only have one chance at doing this with your dental practice. With Brent’s experience on the buy-side and his passion for truly wanting to do what’s best for his clients, this will be a winning receipt for his future success for his clients.
“The first thing we do, let’s kill all the lawyers.” – Henry VI, Part II, Act IV, Scene II
Clearly, lawyers have been a source of frustration for the public since at least the 1500s when William Shakespeare was writing the play, Henry the Sixth. One reason is they tend to communicate using legal jargon that only other lawyers can understand! During this session, Mr. Cohen will explain in plain language the key considerations in purchasing and selling a practice.
Embarking on a new build or remodel is more than a physical change—it’s a powerful opportunity to reimagine how your practice functions and thrives. This presentation will empower you with strategies to create a space that supports efficiency, profitability, and team well-being. Learn how intentional design, lean clinical workflows, and aligned team communication can reduce stress, lower overhead, and boost productivity. Walk away inspired and equipped to lead your practice through a smooth transition and into a thriving, high-performing future.
RDH | Clinical Efficiency Consultant | Zirc Dental Products, Inc.
Tina Punton, a dental hygienist and clinical efficiency consultant with over 25 years of experience, is on a mission to enhance dental teams’ safety and happiness. Partnering with Zirc Dental Products, Tina leverages innovative products and consulting services to elevate teams to be safer, happier, and more efficient. She offers simple solutions to streamline clinical processes and address the overlooked topics of efficiency and team culture.
Embarking on a new build or remodel is more than a physical change—it’s a powerful opportunity to reimagine how your practice functions and thrives. This presentation will empower you with strategies to create a space that supports efficiency, profitability, and team well-being. Learn how intentional design, lean clinical workflows, and aligned team communication can reduce stress, lower overhead, and boost productivity. Walk away inspired and equipped to lead your practice through a smooth transition and into a thriving, high-performing future.
Practice Finance Business Development Officer
Huntington’s mission is to make people’s lives better, help businesses thrive, and strengthen the communities we serve. Sam Zanayed is a Business Development Officer in Huntington’s Practice Finance Specialty Division who is dedicated to delivering on this purpose.
Sam’s dedication to the banking industry provides Huntington Bank over 20 years of experience including 7 years of lending to the dental, medical, and veterinary communities. His experience in healthcare lending, along with his experience working alongside other healthcare professionals, allows him to offer a unique perspective to practitioners as they approach the most important decisions in their professional lives. Sam gets to know each client individually to truly understand their practice operationally and professionally. Using this personalized approach, Sam delivers not only to the success of the business, but also is able to creatively guide his clients through a seamless process.
Mr. Zanayed prides himself in acting as an advisor and educator to his clients during some of the most pivotal moments in their lives as they achieve their dream of business ownership and growth. Sam’s expertise includes practice acquisitions, buy-in’s, and buy-outs, startups, expansions, real estate financing and construction projects.
Sam understands the importance of family. He enjoys spending time with his family and planning outdoor activities. He also enjoys seeing the success of his hometown Chicago Cubs and Chicago Bears.
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