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Something that comes up regularly in conversations with dental practice owners: the succession plan they built their practice around no longer fits the associate they’re actually working with. It’s not a crisis. But it’s a real shift, and for owners in New York and New Jersey who are within ten years of a transition, it’s worth understanding clearly. How Dentists Think About Ownership Has Changed For decades, the career path was straightforward. Graduate, associate for a few

Spiro Leunes, CPA, MS Succession planning is different today than a generation ago.  For practice owners in the latter stages of their careers, understanding those shifts and planning accordingly can make a significant difference in who they sell to and the final outcome. Traditional Practice Succession Has Evolved Traditional practice succession had a familiar path.  The physician or dentist built a practice, brought on an associate, and the associate bought the practice.  I

I will say this clearly because practice owners need the truth, not theory. Dental practice fraud is not 100 percent preventable. What is preventable is the size of the loss and the length of time it goes undetected. Fraud can go on for many years without the dentist noticing and can amount to several hundred thousand dollars before it is caught. Understanding the Nature of Dental Fraud That is the core issue in almost every dental embezzlement case. It is rarely one giant e