Stop Leaving Money on the Table for Your Dental Clients
Master the tax and entity structure strategies that increase net proceeds by 15-30% on dental practice sales. The CDPA framework gives you the methodology and language to quarterback the entire transition.
The Tax Planning Gap in Dental Transitions
You're doing the work. But are you capturing the full value for your clients?
Dentists come to you after they've decided to sell. By then, major structural decisions are locked in. You're optimizing at the margins, not the foundation.
The attorney, broker, and lender are all in the room—but nobody's speaking the same language. You're left translating between disciplines.
You know EBITDA. But do you know what actually moves a dental practice's multiple? What buyers really care about? The gap costs your clients millions.
What CDPA Certification Gives You
The framework to position yourself as the quarterback of dental transitions—and increase your fees accordingly.
Master the entity structure, timing, and income deferral strategies that maximize net proceeds. Learn which practices should be S-Corps, which should be C-Corps, and when to restructure.
Impact: 15-25% increase in net proceeds through optimized structure
Understand earnouts, seller financing, equity rollups, and non-compete structures. Know which deal terms minimize tax liability and which ones create hidden costs.
Impact: Reduce post-sale tax burden by 10-15%
Learn the 6 valuation drivers that buyers actually care about. Know how to position your client's practice for maximum multiple and how to defend that valuation in negotiations.
Impact: Increase exit multiple by 0.5-1.0x
The sale is just the beginning. Master the tax-efficient strategies for deploying $2M-$10M+ in proceeds. Understand the wealth preservation and legacy planning that follows.
Impact: Deepen client relationships and increase AUM by 3-5x
What You'll Master in the CDPA Program
When to implement tax strategies. When to restructure. When to start positioning for exit. The timing window is everything.
Entity structure decisions, dividend timing, inventory valuation, goodwill vs. tangible assets, and deal structure tax implications.
Learn the 6 drivers buyers care about. Position your client's practice for maximum multiple. Defend valuations in negotiations.
Tax-efficient strategies for deploying proceeds. Legacy planning. Multi-generational wealth. This is where you deepen relationships.
Plus 4 additional modules covering coordination, psychology, risk management, and more.
Why CPAs Choose CDPA Certification
Increase Your Fees
CPAs with CDPA certification command 2-3x higher fees for transition advisory. You're no longer a tax preparer—you're a strategic quarterback.
Deepen Client Relationships
Your dental clients will see you as their trusted advisor for their most important financial decision—not just their tax guy.
Grow Your Practice
Dental transitions are high-value engagements. One $5M practice sale = $50K-$150K in advisory fees. Scale this across your book.
Become the Quarterback
Stop being one voice in the room. With CDPA, you have the framework and language to lead the entire transition team.
The Scenario
A $2.5M revenue practice owner decides to sell to a DSO. Without pre-exit planning, the deal is structured as a straight asset sale with earnout. Tax liability: ~$400K.
With CDPA Framework
A CPA with CDPA certification recognizes the opportunity 2 years before the sale. They restructure the entity, optimize the deal structure (equity rollup + earnout), and implement timing strategies. Same sale price, but tax liability drops to ~$280K.
Result: $120K in additional net proceeds for the client. Advisory fee: $15K-$25K. Relationship deepened for post-exit wealth management.
Ready to Become a Dental Transition Specialist?
Join the founding cohort of CPAs transforming how dentists plan their exits. Limited to 50 advisors. Founding member pricing available now.