Navigating dental transitions is more complex than ever. For private practice owners and associates, it’s easy to feel overwhelmed. In this part-two episode recap, Dental A Team CEO Kiera Dent continues her conversation with industry veteran Fred Heppner of Arizona Transitions to dive deeper into dental associateships, DSOs, and creating smart transition strategies that protect your legacy, increase practice value, and empower your team.

Whether you're 5 years out or 25 years in, understanding the nuances of a strong transition plan is essential—because retirement doesn’t always arrive on your schedule. In THIS episode, Fred and Kiera unpack how to future-proof your practice, vet the right associate partners, and evaluate DSO offers with eyes wide open.

Navigating Dental Transitions, Associateships & DSOs

1. Start Planning Your Transition Early

Fred emphasizes the importance of having a flexible transition plan from the start. Whether you're aiming for a legacy sale or a DSO exit, thinking through your ideal future helps you avoid rushed, emotionally driven decisions later. If something unexpected happens—disability, illness, or even early retirement—you don’t want to scramble. A plan brings confidence and clarity.

2. DSOs: Understand the Offer Before You Sign

While DSOs may offer impressive numbers, Kiera and Fred explain how to look beneath the surface:

What’s the cash at close vs. stock offering?
Are there clawbacks or multi-year workback commitments?
Does their offer actually exceed what you’d make by keeping the practice 2–3 more years?

3. Associate Buy-Ins: Build a Long-Term Track First

Don’t rush associates into partnership. Fred advises 1–2 years of traction, clear productivity benchmarks, and cultural fit before equity discussions. A phased plan protects both parties.

4. Private Practice Buyers Are Out There

Many dentists assume large practices can only be sold to DSOs. Fred debunks this myth with examples of dentists securing loans—even with student debt—to buy thriving multi-million-dollar practices. Banks are eager to lend to profitable, well-run offices. Private practice is alive and well—and often, it's the best path for long-term value and autonomy.

5. Protect Your Associate Agreements

Use 6-month trial agreements to vet associate compatibility. If things go well, build in longer-term contracts with clear compensation, restrictive covenants (if allowed in your state), and expectations around buy-in.

Take Action

Thinking about your future exit strategy—or building a sustainable associate model? Don’t wait. Contact Fred Heppner at ArizonaTransitions.com. He works nationwide and is passionate about helping doctors with their dental transitions!

And if you're ready to create systems, strategy, and scalability before your exit—schedule a call at TheDentalATeam.com/growth. Let's make your practice work for your long-term goals!

Don't forget to check out our podcast for more tips.