"Practice Partnerships, Valuations & the Current Dental Deal Landscape"

A practical, fast-paced view of how today’s evolving dental deal market is reshaping practice partnerships, valuations, and ownership strategy, featuring dental-focused CPA Matt Howard and dental-focused attorney Robert H. Montgomery, III, Esquire. 

This course explores why cash flow drives value, how private transactions differ from DSO deals and their associated valuations, and what dentists need to know to align compensation, governance, and post-closing business decisions. Watch the recording below to gain clearer insight into how to amplify the benefits of partnership while mitigating the risks that can undermine long-term success.

Matthew Howard, CPA/ABV, CVA

Matt Howard is a director at Blue & Co., LLC, a Top 55 CPA firm, an organization that has 20 dedicated professionals serving the dentistry niche. He leads the dental transaction advisory group, a team that supports around 400 dentists a year to sell/buy/or add associate owners into the Practices that sustain them. Matt speaks 20 times a year all over the country, places like Midwinter, the Rocky Mountain Dental Convention, and smaller sided engagements supporting private practice dentistry.
Matt resides with his family in Indiana and enjoys the full-time job of helping his wife raise their three daughters under age 10.

Robert H. Montgomery, III, Esquire

For over 30 years, Rob Montgomery and his team of lawyers and paralegals at Robert H. Montgomery, III, Esquire, P.C., (better known by their URL: YourDentalLawyer.com), have counseled dentists around the country on a full range of business and legal matters. The core mission of their practice is assisting healthcare professionals who are transitioning into or out of practice ownership through practice acquisitions or sales, including the purchase or sale of real estate, or who are beginning start-ups with their lease reviews and negotiations.

Rob is the co-founder and co-host of "The Dental Amigos Podcast." He regularly lectures to a variety of dental audiences, including dental associations and societies, study groups, dental students, and residents. Rob likes to spend his free time doing fun things with his wife and daughter and going on open water swims with his friends.