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Maximizing Your Practice's Value: Navigating Trends, Valuations, and Transitions
It's crucial to make informed financial decisions during uncertain times. Discover how the orthodontic industry's ever-changing landscape, including industry trends, inflation, tax policy changes, and the rise of private equity offers, can impact your practice.

We'll explore how valuations and transitions can influence your practice's financial future from the perspective of both associates and owners seeking viable options. You will walk away with actionable ways to create a robust plan that aligns with your long-term goals.

In this session, you will learn how to:

  • Understand the way private equity and DSOs value the EBITDA of orthodontic practices
  • Develop a personalized financial plan for your practice to maximize its value
  • Set realistic expectations for a practice transition

Charles Loretto

CHARLES LORETTO | Cain Watters & Associates

Charles joined Cain Watters & Associates in 2001 and became a partner in 2016. As an Investment Advisory Representative, he plays a critical role in growing the firm’s client base as the director of business development, marketing, and new client services.

He regularly speaks to dental schools and residency programs, study clubs, dental symposiums, and state and national dental meetings. Since 2004, Charles has presented to over 30,000 dentists and 51 dental schools. He is a published author, and host of the top-ranking dental podcast, Transition Talk.

Charles oversees the practice transition department for CWA, and is the founder of affiliate company, National Dental Placements, that assists doctors in the buying, transitioning, and valuation of a practice. He and his team help hundreds of clients and non-clients with their transition goals annually.

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