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Understanding the Basics of Becoming a Practice Owner

Are you considering buying a practice? Join a panel of experts in Santa Clara for dinner and advice on how to prepare for becoming a practice owner.

Date: September 24, 2025 September 24, 2025

Time: 6:00 PM to 8:00 PM

Location: Santa Clara County Dental Society, 1485 Park Ave., San Jose, CA

During this event attendees will hear from a panel of industry experts who specialize in practice financing, rate climate, insurance coverage, and buy/sell agreements.

Learning Objectives:

  • How to identify profit in a practice purchase.
  • Understanding the rate environment.
  • Learning how to position yourself for financing.
  • Learn how to properly value a dental practice and spot red flags during due diligence.
  • Understand how to structure a purchase agreement to optimize tax outcomes and reduce risk.
  • Identify employment laws and HR trends that impact newly acquired practices.
  • Use actionable steps to establish compliant HR policies from day one.
  • Identify Insurance coverages needed to protect yourself as a practice owner

Panelists:

  • CJ Williams - Bank of America
  • Ali Oromchian - Dental & Medical Counsel
  • Lorena Mendoza - TDIC Insurance Solution
Register Now