01
A complimentary practice valuation
Underwritten by McLerran, paired with a private one-on-one review by a dental CPA. A standalone $2,500 engagement, included with your reservation.
The same guidance our
sell-side clients receive,
before you go to market.
An executive retreat in Austin for dental practice owners considering a sale or exit within the next twelve to twenty-four months.
Hosted by the team at McLerran & Associates.
The Offer
What you take home from your time in Austin.
Substance over spectacle. Every guest leaves with a clear-eyed read of their practice, of the market, and of the path that fits them.
02
An honest comparison of every exit path
Private equity. DSO. Associate buy-in with minority equity. Outright sale. The trade-offs of each, side by side.
03
Access to industry experts
An M&A attorney, a dental CPA, and one of the largest DSOs in the country, for the questions you can’t ask in a peer setting.
04
4 hours of CE credit
Earned across the Friday programme. Transcripts issued to attendees following the Summit.
05
An evening at Antone’s
The close of the second day, BBQ, drinks, and a live band at Austin’s legendary blues club. Quiet, considered, unhurried.
Exit Paths
Explore 5 different exit strategies.
-
Outright Sale
The cleanest exit. Right for owners who want a defined finish line and a deliberate handoff.
-
Minority Equity, Vested, Gifted, or Sold
RSUs and PIUs. A staged path that keeps you in the chair while transferring economic upside on your terms.
-
Partnership, Associate Buy-In
Continuity of culture and patients with a known successor, structured so neither side over-pays.
-
DSO Sale, Strategic Buyer
Operational integration, retained clinical autonomy in the better partnerships, and a clean liquidity event.
-
PE Sale, Financial Buyer
Higher headline numbers, equity rollover, a longer tail. Best fit for owners with scale and a runway to a second event.
Agenda
The Summit, hour by hour.
A working schedule, designed so the room can ask questions, compare notes, and end the day with answers.
Thursday, October 29
-
6:00 PM
Welcome Cocktail Reception
At the Thompson Hotel, Austin
Friday, October 30
The Faculty
The people in the room.
The Close of the Second Day
Antone’s. Austin.
Join us for a night at Antone’s, Austin’s legendary blues club, with a live band, drinks at the bar, and the kind of easy, unmistakably Austin evening you only get here.
Antone’s · Friday, October 30 · 6:30 PM
Reservation
Reserve your seat.
Each tier includes the full programme, all meals, the Thursday reception, the Antone’s evening, the practice valuation, and the private CPA review.
Early Bird
$995
Reservations placed before July 1, 2026.
Reserve at Early BirdStandard
$1,500
Reservations placed after July 1, 2026.
Includes the $2,500 practice valuation and a private 1-on-1 CPA review, complimentary with every reservation.
2,000
dental practice transitions closed by McLerran & Associates, the largest deal volume of any sell-side advisor in the industry.
“These guys know their stuff.”
“Outstanding, complete knowledge of the transition process.”
“If you are a dentist considering a transition or exit strategy, we would recommend meeting with McLerran.”
Inside the Summit
A note from Brannon.
A one-minute introduction from Brannon Moncrief, principal at McLerran & Associates, what the Summit is and what attendees take home.
Reservation
Register to attend.
Capacity is limited. Reservations open via our secure registration page.
Register to AttendQuestions? Write to summit@dentaltransitions.com.
Not ready yet?
Learn more.
Share a few details and we’ll be in touch with the full Summit overview.