Financing plays a major role in nearly every practice transition, and today’s lending environment continues to shape how buyers and sellers approach the process. In this episode, Adam Schenck from Bank of America joins Christy and Charles to discuss the current lending landscape, from interest rate trends and loan approval factors to practice pricing, second locations, and what doctors should consider when choosing the right lender. Whether you’re preparing to purchase your first practice, expand into another location, or sell your existing one, this discussion offers practical insight into how lending decisions can impact your future goals.

Choosing insurance coverage might not top your list of exciting ownership milestones, but it plays a vital role in safeguarding your future. Fortunately, there are many resources at your disposal to help you navigate all of the policy intricacies. In this episode, Christy discusses the insurance landscape with our guests, Tara Cain, Insurance Account Manager at CWA Risk Solutions, Claudia Glaubitz, Director of Business Development at Risk Agency, and Joey Bertrand, CEO at Risk Agency. Our guests provide valuable insight into what types of critical coverage will protect you, your practice, and your property from costly setbacks.

Dentistry offers many directions to pursue, and your journey should be guided by what truly excites and motivates you. If a dental specialty program is your passion and your goal, investing time and energy into the process can help you stand out and set a clear path forward. In this episode, Christy and Charles offer tips for getting selected to a program, preparing for the interview, and making a lasting, positive impression.

The question we hear most often from aspiring practice owners is, “How do I find the right practice opportunity?” Choosing the practice that truly aligns with your goals is one of the most significant life decisions you'll make. In this episode, Christy and Charles walk through practical ways to identify and secure your ideal opportunity, from networking and broadening your connections to continuing education and targeted letter campaigns. Whether you're a student, resident, or associate, the discussion is tailored to where you are in your journey, so you can focus on the strategies that fit your next steps.

Even though there are many benefits to practice ownership, there are also trade-offs. In this episode, Christy and Charles break down the realities of ownership, helping you decide if it’s the right path for you. They explore how various aspects of ownership can feel rewarding to some and challenging to others. From wearing many hats, managing a team, and handling business responsibilities, all of these factors have a double edge sword, carrying both advantages and disadvantages. And if you decide you’re ready to take that leap, NDP is here to help guide you away from stress and towards success.

In most divorce cases, one of the biggest challenges is determining how assets should be divided. When one or both spouses have ownership stake in a healthcare practice, the process becomes even more complex. Enter the divorce valuation: this determines the worth of the practice and identifies the portion eligible for division, supporting a fair and defensible outcome in court. In this episode, Christy and NDP’s Head of Valuation Dawn Whitehurst discuss how these valuations work, when they’re necessary, and the distinction between divorce and standard business valuations.

More locations don’t automatically mean more profit or value. In this episode, Christy and Charles unpack the realities of expanding into a satellite location and challenge common myths surrounding this growth strategy. The co-hosts provide a framework to approach expansion with clear goals and realistic expectations. They’ll show how owners can optimize their satellite practices to position themselves for success, both now and when it’s time to transition in the future.

Although the foundation of the dental industry has remained consistent, there have been some meaningful changes in recent years that have shaped the dental landscape for both buyers and sellers. Christy and Charles discuss updates in the private practice and DSO arenas, from elevated practice prices, satellite location trends, interest rates, buyer and seller demand, DSO consolidation and more. This episode highlights why staying informed and keeping your goals in focus leads to smarter, more strategic business decisions.

You’ve made one of the most significant transactions in your career, and you’re now the proud owner of a dental practice. Now you have to face your next hurdle: gaining new patients while also retaining the base. Fortunately, there are many steps you can take to ensure a smooth transition for the team and patients. In this episode, Christy and Charles discuss tips for rebranding the business, nurturing the existing patient base, and positioning yourself to market to new audiences.

Many buyers and sellers strive to close their practice sale by the end of the calendar year. Although this seems like a natural and satisfying bookend to the year, both waiting or rushing to close a deal will only cause unnecessary pressure. Whether your goal is to close on your practice sale before the year ends, or you have a different deadline in mind, Christy and Charles emphasize in this episode that time can kill deals. The co-hosts explain common hinderances in the deal process and provide helpful tips on meeting your closing goals.