Every practice owner eventually sells, stays, or partners. The ones who come out ahead decided before they had to

Consolidation made the choice unavoidable: sell to a group, stay independent, or partner and keep your equity. Most owners face it under pressure and leave real money on the table.

This is an honest conversation about all three paths, with people who’ve sat on every side of the table. No hard sell. You’ll leave with the knowledge of how to actually evaluate your practice’s worth,, what’s quietly dragging that number down, and how to keep every option open until you’re ready to decide.

WHAT WE’LL COVER

• Why sell, stay, and partner is a decision you can no longer put off
• What buyers and partners examine before they name a number
• The data and systems mistakes that quietly lower a valuation
• The single move that makes all three paths better

WHO YOU’LL HEAR FROM

Sam Munakl CEO, DSN Software

Sam is a cybersecurity and systems engineer who built the cloud and AI platform that DSN’s specialty practices run on. He thinks about practice data the way a buyer’s diligence team does, and he knows where the risks hide.

Jason Lockwood CEO, Flagship Specialty Partners

Jason has sat on every side of these deals. He was CEO of ClearChoice, built and sold a surgical platform, and now partners with oral surgeons through Flagship. When he talks about what a practice is worth and what a buyer looks for, he’s speaking from experience, not theory.

Kim Cannon Head of Sales, DSN Software

Kim will guide the conversation. She’s spent twenty years helping oral surgery, perio, and endo practices through technology change, including the migrations most owners dread.