The Business Lifecycle of a Dentist™

From Graduation to Retirement

Virginia’s Annual Independent Dentist Masterclass

Hosted by Commonwealth Transitions & LT Connects

Time: 9:00 AM – 3:00 PM

Commonwealth Club

401 W Franklin St., Richmond, VA 23220

Cost: $100 to register (Includes 1 guest)
*Jackets Required for Men

Reserve Your Seat

8:30 – 9:00 AM
Registration & Networking

  • Coffee and light breakfast
  • Meet sponsors and exhibitors

9:00 – 9:15 AM
Welcome & State of the Dental Marketplace
Presented by Commonwealth Transitions

  • What makes 2026 is a unique transition market
  • Today’s opportunities for independent dentists

9:15 – 10:30 AM
2026 Dental Transition and Practice Marketing Trends
Bill Schulz Commonwealth Transitions
Brad Pfeiffer – Bank Of America
Patrick Chavoustie – Omni Premier Marketing
Discussion Topics:

  • Current practice values
  • DSO vs. private buyer trends
  • Interest rates and financing
  • Buyer demand in Virginia and surrounding states
  • Dental Practice Marketing trends
  • Positioning your practice years before retirement

10:30 – 11:15 AM
Bill Schulz –  Commonwealth Transitions
Aaron Tyson – Bank of America
Mike Crabill – Healthcare Commercial Construction Inc.
Start-Up vs. Practice Purchase
Panel Discussion
Topics include:

  • Which path creates more long-term wealth
  • Financing differences
  • Site selection
  • Build-out costs
  • Common mistakes
  • When a startup makes more sense than buying an existing practice

11:15 – 11:30 AM
Networking Break

11:30 – 12:00 AM
Bill Schulz –  Commonwealth Transitions
Jennifer French – DiRisio & French PLLC
Installment Sales & Cash Balance Plans
Strategies to maximize retirement income while reducing taxes.
Topics:

  • Installment sale structures
  • Seller financing
  • Defined Benefit Plans
  • Timing your exit
  • Cash flow after retirement
  • Real-world examples

12:00 PM – 12:45 PM
Bill Schulz –  Commonwealth Transitions
Louis Rodgers – Capitol Square
Shep Hall – Capitol Square
1031 Exchanges, REITs & Retirement Real Estate
Topics:

  • Selling your dental building
  • 1031 Exchange strategies
  • Delaware Statutory Trusts (DSTs)
  • REIT investing
  • Passive income after retirement
  • Owning vs. leasing your practice real estate

12:45 PM – 1:45 PM
Lunch & Sponsor Networking
Opportunity to meet:

  • Banks
  • Dental Attorneys
  • Dental Contractors
  • Equipment companies
  • Practice consultants

1:45 – 2:30 PM
The Future of Independent Dentistry
Introducing LT Connects
Bill Schulz – LT Connects
Rich Matika – Matika/Irons
How an independent dentist marketplace is changing the profession.
Topics:

  • Why the staffing model is broken
  • The rise of the independent contractor dentist
  • Flexible careers without sacrificing income
  • Temporary staffing as a recruiting tool
  • Building an associate pipeline
  • Filling last-minute schedule gaps
  • Transitioning into retirement through locum work
  • How LT Connects benefits both offices and providers
  • Live platform demonstration and Q&A

2:30 – 3:00 PM
Open Panel Discussion & Closing Remarks
Ask the Experts:

  • Transition planning
  • Retirement strategies
  • Startups
  • Practice acquisitions
  • Commercial real estate
  • LT Connects
  • Audience Q&A

Learning Objectives
Attendees will leave with:

  • A clear understanding of the 2026 transition market.
  • Tax-efficient strategies for selling a practice.
  • Insight into installment sales and Defined Benefit Plans.
  • An understanding of 1031 Exchanges, REITs, and real estate planning.
  • A framework for evaluating startup versus acquisition opportunities.
  • A roadmap for navigating the future of independent dentistry through LT Connects.

Why Attend?

Tell us what you’re looking for.

Whether you’re buying your first practice, preparing for retirement, or navigating today’s changing dental landscape, this masterclass delivers practical strategies you can immediately apply.

You’ll learn directly from experts in:

  • Practice Transitions
  • Dental Financing
  • Retirement Planning
  • Commercial Real Estate
  • Tax Strategies
  • Startup vs Acquisition
  • Staffing Solutions
  • LT Connects

What You’ll Learn

Transition Market
Update

Understand current practice values, buyer demand, financing trends, and what buyers are looking for in today’s market.

Build or Buy?

Compare startup practices versus acquisitions and discover which path creates greater long-term wealth.

Maximize Retirement
Income

Learn strategies using installment sales, seller financing, cash balance plans, and tax-efficient exit planning.

Real Estate
Strategies

Understand 1031 Exchanges, Delaware Statutory Trusts, REITs, and passive income opportunities after retirement.

The Future of Independent Dentistry

Discover how LT Connects is changing dental staffing through independent contractor opportunities, flexible careers, and smarter recruiting.

Meet Industry Experts

Featuring presentations from
leaders representing

  • Discussion Topics:
  • Current practice values
  • DSO vs. private buyer trends
  • Interest rates and financing
  • Buyer demand in Virginia and surrounding states
  • What buyers are looking for today
  • Positioning your practice years before retirement

10:00 – 10:45 AM
Bill Schulz –  Commonwealth Transitions

Brad Pfeiffer

Bank of America

Aaron Tyson

Bank of America

Mike Crabill

Healthcare Commercial Construction Inc.

Start-Up vs. Practice Purchase
Panel Discussion
Topics include:
Which path creates more long-term wealth?

  • Financing differences
  • Site selection
  • Build-out costs
  • Common mistakes
  • When a startup makes more sense than buying an existing practice

10:45 – 11:00 AM
Networking Break

11:00 – 11:45 AM
Bill Schulz –  Commonwealth Transitions

Jennifer French – DiRisio & French PLLC

Installment Sales & Cash Balance Plans
Strategies to maximize retirement income while reducing taxes.

Topic

  • Installment sale structures
  • Seller financing
  • Defined Benefit Plans
  • Timing your exit
  • Cash flow after retirement
  • Real-world examples

11:45 AM – 12:30 PM
Bill Schulz – Commonwealth Transitions

Louis Rodgers & Shep Hall – Capitol Square

Installment Sales & Cash Balance Plans
Strategies to maximize retirement income while reducing taxes.

Topic

  • Installment sale structures
  • Seller financing
  • Defined Benefit Plans
  • Timing your exit
  • Cash flow after retirement
  • Real-world examples

11:45 AM – 12:30 PM
Bill Schulz – Commonwealth Transitions

Patrick Chavoustie –
Omni Premier Marketing

Founder & Healthcare Marketing Strategist

Who Should Attend?

01

Practice Owners

02

Associate Dentists

03

New Graduates

04

Dentist Planning Retirement

05

Buyers & Sellers

06

Practice Investors

Learning Outcomes

Leave with:

  • A clear understanding of today’s transition market
  • Retirement planning strategies
  • Startup vs acquisition framework
  • Tax-efficient exit planning
  • Real estate investment insights
  • Staffing strategies through LT Connects

Ready to Get Started?

Register Here Proceed to Payment