Interested in training for your team? Click here to learn more

Dental Practice Mergers, Acquisitions, Divestitures, and Affiliations

Due Diligence, Regulatory Compliance Requirements, Integration Challenges

Recording of a 90-minute CLE video 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, December 19, 2023

Recorded event now available

or call 1-800-926-7926

This CLE course will guide counsel representing dental practices, dental support organizations (DSOs), and investors in 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 compliance, and noncompete 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/regulatory compliance challenges
    1. Corporate practice of dentistry
    2. Fee-splitting
    3. Medicaid participation
    4. HIPAA
    5. Changes in state legislation and regulation
  3. Common structuring considerations
    1. Earnouts
    2. Rollover and repurchase terms
    3. Minimum employment periods
    4. Sub-DSO structures
  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?


Connor, Steven
Steven Connor

Holland & Knight

Specialty lenders, banks, secured creditors and private equity firms turn to Mr. Connor for counsel and representation...  |  Read More

Marks, David
David Marks

Holland & Knight

Mr. Marks’ practice focuses on buy-side and sell-side private equity M&A, and he has extensive experience in...  |  Read More

Scalzo, Eric
Eric A. Scalzo

Holland & Knight

Mr. Scalzo focuses his practice on physician practice management companies, with a particular focus on dental support...  |  Read More

Access Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video