Dental Practice Mergers, Acquisitions, Divestitures, and Affiliations

Due Diligence, Regulatory Compliance Requirements, Integration Challenges

Recording of a 90-minute CLE webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Tuesday, October 27, 2020

Recorded event now available

or call 1-800-926-7926
Course Materials

This CLE course will guide counsel representing dental practices, dental service organizations (DSOs), and investors for evaluating the various transaction structures for buying or selling a practice, conducting due diligence, and meeting regulatory compliance requirements. The panel will also offer best practices for executing dental practice transactions.


Due to unprecedented investment and consolidation activity in the dental industry among dental practices and DSOs, some states have renewed and strengthened regulatory efforts. In contrast, other states have grown more welcoming.

Counsel for dentists, dental practices, and investors must understand the composition of the market and the different transaction structures available to determine which structure is most appropriate for their client's transaction.

Proper planning and structuring are critical to ensuring the success of the dental practice transaction. Counsel should consider several issues--including the corporate practice of dentistry and fee-splitting, HIPAA and fraud and abuse law compliance, and non-compete agreement enforceability--when assessing whether to go forward with the transaction.

Listen as our authoritative panel of healthcare attorneys examines dental practice transaction structures, due diligence issues, and regulatory compliance challenges. The panel will also address integration challenges and offer best practices for executing dental practice transactions.



  1. Market conditions and dental practice transaction structures
  2. Due diligence issues
    1. Corporate practice of dentistry
    2. Fee-splitting
    3. Licenses
    4. Medicaid participation
  3. Regulatory compliance challenges
    1. HIPAA
    2. Stark Law/Anti-Kickback Statute
    3. Changes in state legislation and regulation
  4. Integration challenges
  5. Best practices


The panel will review these and other key issues:

  • What are the regulatory compliance requirements and key diligence considerations in dental practice transactions?
  • What best practices should counsel employ when assessing which structure to use in a dental practice transaction?
  • What are the common provider alignment options?
  • What are the ongoing implementation challenges after a dental practice transaction?


Roenius, Amanda
Amanda K. Roenius


Ms. Roenius practices within the firm's Healthcare Department and advises her clients on a range of compliance...  |  Read More

Timmerman, Anna
Anna M. Timmerman


Ms. Timmerman focuses on healthcare transactional and regulatory matters for a variety of healthcare providers. She...  |  Read More

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