Professional Transition Strategies

Tax season is here, and if you're considering selling your dental practice, now is the time to focus on tax efficiency. The right strategies can help you lower your tax liability, maximize deductions and keep more of what you’ve earned. From asset allocation to installment sales and retirement contributions, there are smart ways to structure your sale to minimize taxes. Our latest blog breaks down key tax-saving strategies every practice owner should know. Don’t leave money on the table — get the insights today! #DentalPracticeSale #TaxEfficiency #FinancialStrategy

Thinking about the future of your dental practice? We’ve got you covered! Our exclusive email newsletter delivers insider knowledge on dental practice transitions, valuations and strategies to maximize your success. Join thousands of dentists staying informed and ahead of the curve. Sign up today! https://lnkd.in/d-7632vc #DentalPracticeGrowth #DentalIndustryInsights #DentalPracticeTransitions

Elevate your dental leadership & technology game! Tomorrow, our very own Kim McCleskey will be joining Thriving Dentist's upcoming Evolution of Dental Leadership Excellence in Dentistry webinar. This high-impact event is designed to empower dental professionals with cutting-edge leadership strategies and the latest advancements in dental technology. ?? Date: March 11th, 2025 ?? Format: Online Webinar ?? Time: 8:00 PM – 9:00 PM EST Key Takeaways: ?? Inspiring and Leading Change – Drive meaningful transformations in your practice ?? Effective Delegation & Team Empowerment – Build a high-performing, self-sufficient team ?? Leadership Communication – Foster transparency, trust, and team alignment ?? And more! Sign up today to secure your spot! https://lnkd.in/gjdP8ikC

Selling your dental practice is one of the biggest decisions you’ll ever make. But the real challenge? Finding the right buyer. The right match ensures your patients continue receiving great care, your team stays supported and your legacy remains intact. Our blog identifies how to find a buyer who aligns with your vision. Read it today! #DentalSales #PracticeTransitions #DentalBrokers

Running a large-scale dental practice takes more than ambition — it requires strategy. In our latest ebook, The 3Fs of Successfully Operating a Large-Scale Practice, we break down the three essential pillars of growth: ??? Footprint: expanding strategically ?? Finances: maximizing profitability ?? Future: preparing for long-term success Get your free copy now to help you set your practice up for sustainable success. #DentalGrowth #PracticeScaling #DentalSuccess

Thinking about selling your dental practice but not sure where to start? April 3-5, our very own Ty Ramsey will be at the Practice Growth and Transitions Summit during American Academy of Cosmetic Dentistry 2025 in San Diego to answer all your questions about valuations, DSOs and exit strategies. ?? Learn how much your practice is worth ?? Explore transition options that fit your goals ?? Get expert insights on practice transitions Schedule time with Ty and start planning your future. #DentalBroker #DentalPracticeTransitions #DentalM&A

Financial fraud can strike any #dental practice — don’t let yours be the next victim. Tonight at 8 p.m. ET, tune in as our own Kim McCleskey joins Thriving Dentist's Annual Expert Panel on Dental Embezzlement and Fraud to learn how to detect, prevent and respond to financial threats effectively. What You’ll Learn: ?? Recognize Early Warning Signs – Identify fraud before it causes major damage. ?? Strengthen Financial Controls – Implement strategies to safeguard your revenue. ?? Foster a Culture of Trust – Build accountability and transparency in your team. ?? Legal & Financial Safeguards – Take the right steps to prevent and address fraud. Don’t wait until it’s too late — protect your practice now! https://lnkd.in/gVcJcpT3

Safeguard Your Dental Practice: Expert Panel on Embezzlement & Fraud! Financial fraud can happen to any dental practice — are you prepared to prevent it? Tune in as our very own Kim McCleskey joins Thriving Dentist's Annual Expert Panel on Dental Embezzlement and Fraud, where she and other top experts will share critical strategies to safeguard your #dental practice. ?? Date: February 27, 2025 ?? Format: Online Webinar ?? Time: 8 p.m. – 9 p.m. ET Key Takeaways: ? Recognize the early signs of embezzlement and fraud ? Strengthen internal controls to safeguard your finances ? Foster a workplace culture of trust and accountability ? Implement legal and financial measures to prevent fraud Take proactive steps to protect your practice! Register now. https://lnkd.in/gVcJcpT3

At Professional Transition Strategies, giving back is part of who we are — and for our team, some causes hit especially close to home. This year, Todd Sheets directed his annual charitable gift toward the Muscular Dystrophy Association to support research for myotonic dystrophy and muscle regeneration. Through our annual charitable giving program and donation matching, every dollar he contributed was doubled — amplifying the impact and bringing us closer to life-changing treatments. MDA is celebrating 75 years of progress, and we’re honored to play a small part in driving the next breakthrough. That’s why we’re committed to supporting charities that give back to communities all over the world. We encourage everyone to explore ways to maximize their giving. If you have the chance to match your donation, take it. Together, we can change the future. #MuscularDystrophy #CharitableGiving #RareDiseaseDay

Thinking about selling your dental practice but unsure what it's worth? Don't rely on gut feelings — get the numbers to back it up! We partnered up with the team at Dentist Advisors to create a Dental Practice Valuation Calculator gives you a quick, free estimate of your practice's value, helping you plan your next move with confidence. Check out your estimate, and reach out to our team to discuss your next steps today! #DentalPracticeTransitions #DentalEntrepreneurs