A complimentary practice valuation
Underwritten by McLerran, with a one-on-one review with our team. A $2,500 value, included with your reservation.
The McLerran M&A Summit
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 five years.
Hosted by the team at McLerran & Associates
The Offer
What you take home from your time in Austin.
Substance over spectacle. Every guest receives a clear-eyed read of their practice, the market, and the exit plan that best fits them.
An honest comparison of every exit path
Outright sale to a private buyer. Associate buy-in. DSO Affiliation. Private equity partnership. A side-by-side comparison of the pros and cons of each option.
Access to industry experts
The top sell-side advisory firm, a dental M&A attorney, a dental CPA, and one of the largest DSO buyers in the country. We’ve assembled an all-star cast of industry experts to share their insights with attendees.
4 hours of CE credit
Education is the key to maximizing your outcome in a sale. Earn valuable CE credit during the Friday program.
An evening at Antone’s
At the close of the second day, we’ll enjoy Texas craft BBQ, drinks, and a live band at Austin’s legendary blues club.
Exit Paths
Explore 5 different exit strategies.
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Outright Sale to a Private Buyer
The cleanest exit. A defined finish line and a deliberate handoff to an individual dentist stepping into your practice.
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Minority Equity, Gifted vs. Sold
Transfer a minority stake to another doctor on your terms — phantom equity, profits interest, equity sold for market value — while you maintain control.
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Partnership, Associate Buy-In
Bring on a partner through a structured buy-in at market value that preserves your culture and protects your legacy.
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DSO Affiliation, Strategic Buyer
Affiliate with a DSO to take chips off the table at a favorable valuation, de-risk, and obtain operational support and access to economies of scale.
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Private Equity Partnership, Financial Buyer
Partner with a financial buyer to achieve liquidity and obtain access to the capital and operational talent necessary to scale your business.
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
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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 Texas craft BBQ, drinks at the bar, and a live band. This is the kind of easy, unmistakably Austin evening you can 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, and the practice valuation.
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, complimentary with every reservation.
The McLerran Difference
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.”
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.