Smarter Planning, Stronger Future: Growth, Analytics, & Exit Strategies

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Success in private practice requires a balance of strategic goal-setting, data-driven decision-making, and long-term transition planning. This course will provide actionable insights into optimizing practice performance through key analytics, refining business strategies for sustainable growth, and preparing for a seamless exit or transition. Attendees will learn how to leverage practice data to enhance efficiency, increase profitability, and position their practice for a strong future – whether through expansion, succession planning, or sale. Designed for practice owners at any stage, this session will equip participants with the tools to make informed decisions and maximize their practice’s potential.

Course Objectives: 

• Utilize Key Practice Analytics – Identify and interpret critical performance metrics to drive efficiency and profitability.
• Set and Achieve Strategic Goals – Develop actionable goals to enhance productivity, optimize overhead, and improve financial performance.
• Enhance Practice Valuation – Understand factors that contribute to practice value and implement strategies to increase long-term worth.
• Optimize Insurance and Fee Structures – Leverage fee adjustments and insurance participation to maximize revenue without increasing overhead.
• Prepare for a Smooth Transition – Explore exit strategies, associate buy-ins, and succession planning to ensure a successful transition when the time comes.
• Align Business Strategies with Long-Term Vision – Create a roadmap for sustainable growth, whether planning for expansion, partnership, or eventual sale.

Date:   6/3/2025

Time: 6:30 PM- 8:30 PM

Venue:   The Stricklin Hotel, 317 N Ct St, Florence, AL 35630

Number of CE’s:  2

Speaker Names: Maegan Conner, Lucas J. Harmon

Tuition Cost:  FREE

Speaker Bios

Lucas J Harmon, a graduate of Concordia College and a Montana native, has over 20 years of experience in sales, negotiations, consulting, and banking. 15 of those years were working with financing specifically for Dentists.  He has worked with Dentists in at least 31 states across the country.  Since joining the Dental Strategic team as Director, he has added to the scope of services, expanded the marketing reach, implemented new platforms and tools, and grown the team to better serve our Dentists and their practices.

Maegan Conner joined the Dental Strategic team in November of 2022. She brings 9+ years of dental experience and a multi-faceted skill set including sales and dental business analytics. Her role at Dental Strategic focuses on business planning services and dental school relations, while also supporting other team member initiatives. Maegan’s specialties include fee and comprehensive practice analysis. She has a passion for private practice and dental entrepreneurship, helping clients to develop goals and an accompanying plan of action.

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