(5509) Associate to Owner: Roadmap to Buying or Starting a Practice

Thursday, October 23, 2025

9:30 AM - 10:30 AM ET

Location: Level 1, Salon C

CE: 1

Sponsored By

Fee: Included with SmilePass

Speaker(s)

Rob Borcherding

VP - Regional Healthcare Manager
Panacea Financial
Wayzata, Minnesota, United States
MZ

Michael Zepf

Director of Consulting
Doctor Advisory Group
Hopkinton, Massachusetts, United States

Disclosure(s):

Rob Borcherding: Panacea Financial: Employee (Ongoing)

This course equips early-career dentists with the essential knowledge to successfully transition from associate to practice owner. Learn how to navigate financing, assess practice valuations, and avoid common and costly pitfalls. Gain practical insights and expert guidance to confidently pursue ownership—whether starting from scratch or buying an existing dental practice.

Learning Objectives:

Describe the primary financing options available to dentists pursuing practice ownership, including loan types, terms, and qualification criteria
Analyze the components of dental practice valuation to assess fair market value and identify financial red flags
Identify common operational and financial mistakes made by early-career owners and explain strategies to mitigate risk
Demonstrate improved preparedness to engage with lenders, advisors, and sellers during the practice acquisition or startup process