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Prepare for a Successful Practice Sale

A practical guide for dentists planning the next chapter.

You may spend decades building your dental practice, but the decisions that shape its eventual sale are often made years before a buyer is found. Your practice may be one of your largest assets, and waiting until retirement is around the corner can limit your options.

Our complimentary guide, 5 Things Every Dentist Should Know Before Selling Their Practice, highlights important financial, tax, and transition considerations that can help you prepare earlier and approach the sale of your practice with greater confidence.

What You'll Learn

  • What can influence the value of your dental practice
  • Why the structure of the sale may be as important as the sale price
  • How advance planning may help protect access to the Lifetime Capital Gains Exemption
  • Why the highest offer may not always be the best fit
  • Which professionals to involve before beginning the sale process

Part of BMO Private Wealth, one of Canada’s leading advisory platforms.

Thinking about selling your practice in the next few years?  Let's start the conversation.

  • Discuss factors that may influence the value of your practice.
  • Review potential tax considerations, including Lifetime Capital Gains Exemption planning.
  • Identify practice steps that improve sale readiness before you go to market.