New Dentists Mixer & Panel
Location: Pinstripes
Address: 36 Hillsdale Mall, San Mateo, CA 94403
FREE EVENT!
SMCDS New Dentists* are invited to our social & educational event at The Alexandria. Enjoy good food/drink while networking/building relationships and learning. Don’t forget to bring a guest!
Experienced dentists welcome too!
*New Dentists = graduated from dental school within the last ten years
Startup vs. Acquisition: Real Talk on Your Road to Practice Ownership
Building on the success of last year’s program, this expanded session brings together an even broader group of industry leaders to deliver a deeper, more comprehensive look at the two primary paths to ownership: acquiring an existing practice or starting from scratch.
This highly interactive panel will cover the legal, financial, real estate, and operational realities doctors face when transitioning into ownership. Attendees will gain practical insight into structuring deals, evaluating opportunities, securing financing, and avoiding costly missteps that can impact long-term success.
With additional expert perspectives across lending, real estate, consulting, and transitions, this year’s program goes further—offering more real-world examples, more nuanced strategy, and more actionable guidance. The discussion will be driven by the most common questions from doctors navigating ownership, with dedicated time for live Q&A.
Learning Objectives:
At the end of this presentation, participants will be able to:
- Identify and avoid the most common pitfalls in both acquisitions and startups
- Evaluate the advantages and tradeoffs of buying versus building a practice
- Understand how to assess practice value and align with the right transition strategy
- Recognize key financial, legal, and tax considerations that impact long-term outcomes
- Navigate lease terms, financing structures, and purchase agreements with greater confidence
Panelists
Michael Dinsio, MBA – Founder of Next Level Consultants
Foad Ahmadi, MBA - Roam Commercial Realty
Gavin Shea - Revolve Practice Transitions
Forrest Wiederman - Bank of America
CJ Williams - Bank of America
Moderator: Ali Oromchian, J.D., LL.M. – Founding Attorney at Dental & Medical Counsel
