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Proactive Practice Planning Workshop


April 24 @ 6:30 pm - 8:30 pm

Event Details

Proactive Practice Planning Workshop (In-person course)

No CEU • Member Price: $75 early (ends 4/3)

Registration cost details: $75 early (ends 4/3) / $95 regular (begins 4/4)

Join us for an evening with the experts as we discuss proactive practice planning for Dentists at all points in their career. Whether you are looking to buy or start your first office or on the cusp of retirement this will be an informative session dedicated to educate on the best tips and tricks of navigating your dental career. Bank of America, BPE Law and Thomas Doll will be in attendance to answer all of your business and practice related questions!

Things We Will Cover:

  • Associate Contracts
  • Transition Planning
  • Buying/Starting/Selling Practices and what is right for you
  • DSO strategies and their role in the market place and how that impacts private practice ownership
  • Employment Law
  • Tax Strategies and Planning

Brett LeMmon, CPA, Partner; Thomas Doll (SDDS Vendor Member)

Brett is a partner at Thomas Doll, where his specialties include minimizing taxes through strategy and planning, practice benchmarking, practice transitions, buyer representation, and retirement planning. Brett holds a Masters’ Degree in Accountancy from Southern Utah University. He has the Series 65 License which allows him to act as an investment advisor at Thomas Doll. Thomas Doll is a registered investment advisor that manages over $1.5 billion in assets for clients. Thomas Doll is also a proud member of the Academy of Dental CPAs which is a CPA group that represents over 10,000 dentists across the nation.

Keith Dunnagan, Esq., Partner, BPE Law Group (SDDS Vendor Member)

Keith, Managing Shareholder at BPE maintains a specialized practice in dental law, representing dentists in California, Nevada and Washington. His expertise ranges from Corporate Formation, Leasing, Practice Sales, Succession Planning, Financing and Equipment Purchases. The Dental Practices Act creates a complex regulatory environment and clients appreciate Keith’s understanding of the complexities surrounding dental practices.

Forrest Wiederman, Vice President, Regional Business Development Officer, Bank of America (SDDS Vendor Member)

Forrest started his career with Bank of America Practice Solutions in early 2018 and is a Vice President of Dental Financing with a specialization in first-time practice owner startups as well as established projects (remodel, expansion, relocation, additional location, equipment, real estate purchases, etc.). Forrest is well-established with relationships in the local community to ensure you are surrounded by the right team of dental-specific resources to ensure a smooth process through building your dream practice.

CJ Williams, Vice President, Regional Business Development Officer, Bank of America (SDDS Vendor Member)

CJ began his career with Bank of America Practice Solutions in 2012. He is a Vice President of Dental Financing with a specialization in Practice Acquisitions and Real Estate. His goal is to align you with the team that can help you find the practice of your dreams. As well as provide the products and services that make Bank of America Practice Solutions the leader in Dental financing.

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Terms and Conditions:

Cancellation/Refund Policy
Full refund granted less $25 administration fee, if received in writing 14 days before the class. NO REFUNDS if cancelled within 13 days of the class or for No Shows or for registrations received after that date. Attendee substitutions OK.

Consent to Use of Photographic Images
Registration, attendance and/or participation in SDDS’ courses/events constitutes an agreement by the registrant/sponsor to SDDS’ use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and audio of such events and activities.


April 24
6:30 pm - 8:30 pm
Event Category:


SDDS Classroom
2035 Hurley Way, Suite 200
Sacramento, CA 95825
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