Your Dental Clients Deserve More Than a Purchase Agreement
Master the full lifecycle of dental practice transitions—from entity structure to deal negotiation to post-closing integration. CDPA certification positions you as the quarterback, not just the document drafter.
The Scope Creep Problem
You're being asked to do more—but without the framework to deliver it confidently.
You're writing the purchase agreement, but you don't know the full context: the practice's financial position, the buyer's true motivations, the tax implications, or the client's personal goals.
The CPA, broker, and lender are all in the deal. But nobody's coordinating. You're left fielding questions about tax implications, valuation, and financing that aren't your job—but you need to understand them.
Without understanding the full practice lifecycle, you're missing critical liability issues: employment agreements, patient records, regulatory compliance, and post-closing integration problems.
What CDPA Certification Gives You
The full context to draft better agreements, negotiate harder, and protect your clients.
Understand the full range of deal structures: asset sales, stock sales, equity rollups, earnouts, seller financing, and non-competes. Know which structure protects your client best and which creates hidden risks.
Impact: Negotiate 10-15% better terms by understanding what buyers actually want
Learn when to restructure before sale. Understand the legal implications of S-Corp vs. C-Corp decisions, partnership agreements, and buy-sell clauses. Identify restructuring opportunities that increase buyer appeal.
Impact: Increase practice valuation by 0.5-1.0x through proper structuring
Understand the buyer's true motivations, the practice's real valuation drivers, and the market dynamics. Negotiate from a position of knowledge, not guesswork.
Impact: Secure 5-10% higher purchase price through better negotiation
Identify legal risks at every stage: pre-exit compliance, employment issues, patient records, regulatory requirements, and post-closing integration. Protect your client before problems arise.
Impact: Prevent costly litigation and regulatory issues
What You'll Master in the CDPA Program
How to coordinate with CPAs, brokers, and lenders. Understand each discipline's role and how to quarterback the entire team.
Entity structure decisions, buy-sell clauses, partnership agreements, and legal implications of different deal structures.
The 6 valuation drivers that impact purchase price. Understand buyer motivations and how to position your client's practice for maximum value.
Identify and mitigate legal risks across the full lifecycle. Understand employment law, patient records, regulatory compliance, and post-closing liability.
Plus 4 additional modules covering psychology, wealth integration, and more.
Why Attorneys Choose CDPA Certification
Become the Lead Advisor
Stop being the document drafter. With CDPA, you have the framework to lead the entire transition and position yourself as the quarterback.
Increase Your Fees
Attorneys with CDPA certification command premium fees for transition advisory. One $5M practice sale = $25K-$75K in legal fees.
Reduce Malpractice Risk
Understanding the full lifecycle helps you identify and mitigate legal risks before they become problems. Better protection for your clients and your firm.
Grow Your Practice
Dental transitions are high-value engagements. Build a specialty practice around this niche and grow your firm's revenue.
The Scenario
A dentist is selling to a DSO. The purchase agreement is drafted. But the buyer starts asking about employment agreements, patient records, and post-closing integration. Your client is confused. The deal stalls.
With CDPA Framework
An attorney with CDPA certification understands the full lifecycle. They've already anticipated these questions. They've prepared employment agreements, patient records documentation, and integration plans. They coordinate with the CPA and broker to answer the buyer's concerns. The deal closes on time.
Result: Deal closes smoothly. Client is satisfied. Attorney becomes the trusted advisor for future transitions. Referrals follow.
Ready to Master Dental Practice Transitions?
Join the founding cohort of attorneys transforming how dental practices transition. Limited to 50 advisors. Founding member pricing available now.