In Part 3 of this three-part series, Casey and Jarrod tackle the last two topics of our complimentary financial assessment: mergers & acquisitions and transitions. Whether you’re dreaming of buying a second location, absorbing a retiring dentist’s patient base, or planning when (and how) to exit your practice, they break down the emotional traps, the data that really matters, and the 80+ hidden details most dentists never consider. With their usual humor, plus some pie talk and post-turkey haze, they explain how the right acquisition can launch your career forward and how the wrong one can bury you in debt. They also dig into transitions on both sides: the younger dentist hoping to buy in and the seasoned doctor wondering if retirement is actually realistic.

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