New Year – New Reflections – New Goals

2019 is the year to differentiate yourself in private practice, jump on board!

1. First Impressions

Take some time to visit/call surrounding practices and tally how many individuals should actually be in their inherited roles at the front desk. It takes one habit of one individual to put a damper on your most important practice metrics. Put aside emotions and take time to re-structure and coach.

2. Amenities

If you don’t have at least 5 of the following you have some shopping to do: noise cancelling headphones, TVs/tablets, warm facial towels, hand wax, cookie/coffee bar, hot stones/aromatherapy, warm blankets/pillows. Can’t afford the “fluff”? Then your patients can’t afford to spend time talking to others about how wonderful your practice is.

3. Care Calls

Your patient has invested in dentistry, undergone periodontal therapy or had their first visit. A small token of appreciation will go further than you know. Pick up the phone to follow-up, you won’t regret it.

4. Greeting Them vs. Calling Them

“BRENNNNDAAAA”! How many of your team members “call” their patients back vs. personally approach to “greet” them? Know the difference, feel the change.

5. Know Them, KNOW Them, kNoW Them

The patient has been faithfully coming for the last __ years yet we still ask if they have a dog, wear a guard, and use an electric toothbrush. Know them, enlist trust with them, your treatment acceptance and recall metrics will thank you.

Patients expect team members to treat them with respect, provide quality care and be punctual with appointment times. What they don’t expect is for you to anticipate their needs. Strive to anticipate and create the WOW factor that will leave your patients ready to accept treatment, keep their continuing care appointments and send referrals!

Buying a dental practice is one of the mostexciting—and complex—steps in a dentist’s career. Whether you are currentlyworking as an associate or preparing to purchase a practice while not activelypracticing, the process can feel overwhelming. There are checklists to manage,timelines to coordinate, professionals to consult, and decisions that can havea lasting impact on your ownership experience.

In many ways, buying a practice can feellike building a house. You need the right plan, the right sequence, and theright team helping you make informed decisions. Without experienced guidance,it is easy to rely on guesswork, internet research, and advice that may not fityour specific situation.

The Challenge: Too Many Moving Pieces

A successful practice transition requiresmore than simply reviewing legal documents, negotiating terms, or understandingthe valuation. Those pieces are important, but ownership readiness also dependson the operational details that happen before and after closing.

New owners must think throughcredentialing, revenue cycle management, staffing, patient communication,profitability opportunities, vendor transitions, systems, scheduling, and teamexpectations. Each decision affects how smoothly the practice moves from oneowner to the next.

Why Experienced Guidance Matters

Working with someone who understands thelogistical side of dental practice ownership can make the entire process feelless reactive and more strategic. The right advisor does more than helpcoordinate legal work, lease language, building considerations, valuations, andnegotiations. They also help you prepare for the practical realities ofstepping into ownership.

Think of this role like a generalcontractor for your transition. A strong advisor helps align the right people,clarify the timeline, anticipate gaps, and keep the process moving toward theoutcome you want.

Key Areas to Address Before and After Closing

·      Strategic credentialing: Planning ahead so insurance participation and reimbursementtimelines do not create unnecessary disruption.

·      Revenue cycle management: Reviewing billing, collections, claims, and follow-up systems toprotect cash flow from day one.

·      Profitability opportunities: Identifying gaps in scheduling, case acceptance, hygieneperformance, fees, overhead, and operational efficiency.

·      Team evaluation and hiring: Understanding which roles are essential, where support is needed,and whether every existing team member is the right fit moving forward.

·      Patient and team transition: Entering the practice with respect, clarity, and a plan thatsupports trust with both the team and patient base.

Ownership Starts Before the Closing Date

The most successful transitions are rarelyaccidental. They are planned with intention. Before closing, future ownersshould understand what needs to happen, who is responsible for each step, andhow each decision supports the long-term health of the practice.

After closing, the focus shifts to leadership,communication, implementation, and refinement. This is where preparation paysoff. With a clear plan, you can step into ownership with greater confidence andavoid preventable missteps.

When a dental practice owner startsmaking operational changes before a transition, the team may naturally wonder:why now? For long-standing team members, newsystems, accountability, and structure can feel unexpected—especially if thingshave been done the same way for years. But the reason is often simple: thedoctor is preparing the practice for its next chapter.

The Question Every Team Asks

“Why is the doctor wanting to change thingsnow—and not ten years ago?” It is a fair question. In many practices, theanswer requires a thoughtful balance of honesty and reassurance. The goal isnot to disrupt the team; it is to organize and strengthen the practice so itcan transition successfully when the time is right.

Preparing the Practice Like Preparing a Homefor Sale

Think of it like getting a house ready toput on the market. The foundation may be solid, but small improvements candramatically change how others perceive its value. In a dental practice, thoseimprovements may include clearer job roles, stronger scheduling systems,cleaner reporting, tighter handoffs, and more consistent patient communication.

These changes may seem subtle day to day,but they can make the practice easier to evaluate, easier to operate, and moreattractive to a future associate, buyer, or transition partner.

Why Team Buy-In Matters

One of the most rewarding surprises duringtransition preparation is how many team members welcome structure. Often, theyhave been waiting for clearer expectations, better systems, and a strongersense of direction. When the “why” is communicated well, change can createenergy instead of resistance.

Team members who lean into the process alsohave an opportunity to stand out. They become part of the future value of thepractice—not just because of what they know, but because of how they contributeto stability, culture, and continuity.

Small Changes Can Influence Big Outcomes

Even one year of focused preparation canmake a meaningful difference. Clean systems, organized metrics, stablestaffing, and consistent operations help tell a stronger story about thepractice. For a doctor approaching retirement or considering a future sale,that preparation can support a smoother transition and a stronger valuationconversation.

The best time to prepare for transition isbefore the practice feels urgent to sell. With the right plan, change does nothave to feel overwhelming. It can feel intentional, manageable, and alignedwith the doctor’s long-term goals.