Complimentary CE-accredited Series Helps Seven-figure Private Practice Owners Increase Valuation, Reduce Stress, and Prepare for Profitable Transitions
Most dentists will see more than $20 million flow through their practice over the course of their career, yet only five percent retire with enough to maintain their lifestyle. A new CE-accredited webinar series launching September 2025 is helping high-producing dentists reverse that trend and take control of their future.
Built to Sell, Ready to Reign, presented by Investment Grade Practice (IGP) in partnership with Pro-Fi 20/20, Dentist Advisors, Professional Transition Strategies, Financially LED, and Phoenix Dental Agency, is a free, six-part online series designed for private practice owners generating $1 million or more annually. This series features practical, step-by-step strategies to increase practice valuation, restructure debt, navigate transitions, and build lasting personal wealth—without adding more hours, patients, or operatories.
Productive Dentist Academy created the Investment Grade Practice platform to help dentists escape the cycle of reactive ownership and become intentional CEOs of their practices. This webinar series is a direct extension of that mission, giving dentists the education and tools they need to build wealth, reduce burnout, and regain control of their time and future.
“This series is for dentists who have built a million-dollar machine, but still aren’t sure if it’s truly sellable,” says PDA Co-founder & CEO Victoria Peterson, CEPA. “Whether you want to grow, sell, or step back, you’ll leave knowing how to protect and maximize what you’ve built.”
A Webinar Series for Dentists Who Want Real Options
Begins: September 9, 2025 • AGD-Accredited • Earn Up to 6 CE Credits
Includes six one-hour webinars, plus a live expert panel on September 17, 2025.
Session Topics Include:
Uncover Your Hidden Value
Victoria Peterson, CEPA; Sara Hansen; Angela Golden, CEPA; Starla Bocanegra; and Sara Hanson | Discover the four intangible assets most dentists ignore, and how to turn them into equity. | WHEN: September 9, 2025; TIME: 9 AM PT
Increase Practice Value by 40%
Chris Sands, CFP | Pro-Fi 20/20 | Identify money leaks in your P&L and unlock hidden profitability through operational improvements. | WHEN: September 10, 2025; TIME: 9 AM PT
From Attractive to Acquirable
Kim McCleskey | Professional Transition Strategies | Understand how buyers and DSOs evaluate practices, and prepare long before you list. | WHEN: September 11, 2025; TIME: 9 AM PT
Exit or Expand?
Kyle Francis, MBA, & Matt Zolfo | Professional Transition Strategies | Learn how to time the market, weigh your options, and leverage consolidation for growth or exit. | WHEN: September 12, 2025; TIME: 9 AM PT
Wealth Strategies for Dentists
Ryan Isaac, CFP | Dentist Advisors | Build a personalized plan that aligns your practice, lifestyle, and long-term goals. | WHEN: September 13, 2025; TIME: 9 AM PT
Your Latte Costs More Than My Mortgage
Dr. Howard Polansky, DMD, MBA | Financially LED | Rethink debt, restructure loans, and improve your appeal to banks and buyers. | WHEN: September 14, 2025; TIME: 9 AM PT
Live Expert Panel
Moderated by Victoria Peterson, this one-hour panel will feature all six webinar presenters answering dentists’ most pressing questions about practice transitions, valuation pitfalls, DSOs, and personal wealth strategy. | WHEN: September 17, 2025; TIME: 7 PM ET
Who Should Attend?
- Dentists producing $1M+ who are exploring exit or expansion
- Practice owners who feel stuck in debt or uncertain about their next move
- Doctors who want to build value without more stress or hours
- Anyone planning to transition within the next two to five years
Why Register Now?
- It’s actionable: No theory, just proven strategies
- It’s CE-accredited: Earn up to 6 AGD-approved credits
- It’s free: Thanks to sponsorship from top industry experts
- It’s urgent: Because waiting to plan could cost you millions
Enrollment Now Open
Visit: https://productivedentist.com/IGPBuiltToSell/
All sessions will be available on demand for registered attendees.
About Productive Dentist Academy (PDA)
Productive Dentist Academy (PDA) is an award-winning dental business and marketing consulting firm based in Anacortes, WA. At PDA, we know independent dentists are uncertain about the future of private practice and are concerned there may be no other option than to sell to a dental service organization (DSO). That’s why PDA built the Investment Grade Practice platform to be the advocate and level the playing field so independent dentists can optimize profitability, improve patient experience, and align teams to the dentist’s core vision. Founded in 2004, employee-owned PDA empowers thousands of dentists internationally so they can make confident decisions as leaders, re-engage their passion, and achieve financial and personal satisfaction. For more information, call 800-757-6077, email info@productivedentist.com, or visit http://www.productivedentist.com.
