Orthodontic Practice Succession Specialists

Articles

Valuations/Transitions

• Asset and Stock Sale Differences – Part 1
• Asset and Stock Sale Differences – Part 2
• Associate Agreements
• What’s My Practice Worth?
• Intangible Valuation Drivers – Part 1
• What is a Practice Valuation?
• Typical Legal Documents Necessary for a Practice Transition

Marketing

• Six Steps to Wealth & Financial Independence
• Where is Everyone Moving?
• Market Yourself for a Successful Sale
• Rewarding Professional Practice Referrals

Personal Stories

• One Resident’s Journey
• Choosing the Right Practice
• Life Changing: From Starting to Selling a Practice

For Residents

• Time to Set up Visits for the Holidays
• Can I Afford a Practice?
• Residency Timeline: The Ultimate Blueprint
• Successful Steps to Marketing Yourself
• The Value of Trade Show Events
• Get the Most from your CV
• Acquiring an Existing Practice versus Starting a New Practice
• How to Select a Practice Location

Guest Writers

• Hiring Employees with the Right Fit
• Guess Who’s Coming to the Shareholders’ Meeting
• Open the Gate to Increased Efficiency and Profitability
• Creating Change within a Mature Practice

Dr. Jerry Clark’s Articles

• Profit Realization: A New Standard of Practice Success
• Practice Transition: To Sell or Not To Sell
• Facing Retirement
• Developing an Effective Marketing Plan for Your Practice
• Developing and Implementing the Marketing Plan
• Five Steps to Successful Practice Transition
• How Much is My Practice Worth?
• It’s Time
• Orthodontic Valuation: What’s the Best Way
• Practice Transition: Planning for Success
• Practice Transition: Why, When, How?
• Practice Valuation: Why, When, How?
• Selling Your Practice
• You Will Retire

Audio Files

• Six Steps to Wealth & Financial Independence by Dr. Jerry Clark
  Click on the links below to download the files in MP3 format.
  File 1 (1.2 MB)
  File 2 (21.7 MB)

Downloads

• Buyer's Information Guide
• Transition Planning Guide