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DDS CFO

DDS CFO registration is limited to two cohorts per year, with registration of 5 dentist only to support your experience. If you miss the registration deadline you can look for future opportunities.

HOW WOULD YOU FEEL IF YOU WERE GIVEN THE KNOWLEDGE AND RESOURCES TO MAXIMIZE YOUR BUSINESS ACUMEN INSTEAD OF HAVING TO FIGURE IT OUT ALL ON THE FLY?

  • Are you ok with having to learn the business of dentistry through trial and error?
  • ​Are you ok with the cost this has on your financial and emotional health?
  • ​Are you ok with the reality that we as dentists graduate into a profession with some of the highest costs to deliver healthcare but without any education or help with how to earn a respectable income.

Gaps in Dental School education, unilateral representation in the brokerage marketplace, and aggressive DSO’s have created a climate where the individual dentist is at a disadvantage.

How can you be expected to buy or start a dental practice today and avoid costly errors without education in practice finance?

How can you be expected to advocate for yourself in a climate where brokers refuse to work with buyer agents and you haven’t been given the tools to critically appraise a practice valuation?

We’ve been there. In fact, I would argue every dentist for the past 30 years has been there too.

But it doesn’t have to be this
inefficient for every dentist.

There is a

BETTER WAY

which is what the educational platform,

DDS CFO

is all about

We’ve never met a colleague in dentistry that said they graduated with the knowledge they needed to understand the business of dentistry, how to evaluate practice appraisals, and structure a business plan to buy a practice or operate at their highest potential.

Dentists deserve better.

With the cost of education, the shrinking profit margins in private practice, and the risk required in buying a practice, how does it make sense that no support is offered in dental business education?

Introducing DDS CFO by Practice Advocate: The solution to the knowledge gap between business and practice for ambitious dentists like you.

How would you feel if you were given the knowledge and resources to maximize your business acumen instead of having to figure it all out on the fly? DDS CFO is about providing you with effective and proven strategies for you to become your own advocate. Creating the capability and confidence to focus on what matters: your patients and your business.

It is possible to get the knowledge needed to maximize your potential earlier than the five years of mistakes it takes most dentists. You can progress in your business acumen and success without:

Lost Confidence

Most dentists we meet lack the confidence to achieve the goals they have for themselves early in their career. Often because of a lack of knowledge.

Wasted Money

With costly mistakes in practice and failed practice acquisitions, how does it make sense to lose money you work so hard to make?

Feeling Lost

Understanding the practice marketplace and being able to write a business plan with accurate projections is imperative if you want to be a practice owner.

What you can expect:

You’ll accelerate your knowledge of practice operations.

What else?

You’ll reduce your risk of financial catastrophe and increase your confidence when you place an offer to purchase your practice.

Finally Feel like a CEO

You’ll finally be given the foundation of business acumen to maximize the return on investment of your DDS degree early in your career.

THE FIRST STEP IN YOUR LEARNING OPPORTUNITIES WITH DDS CFO.

DDS CFO is a continuing dental education course offered for dentists in their first 5 years of practice. The course is designed to fill the current ‘business of dentistry’ void in dental education.

  • Are you ok with having to learn the business of dentistry through trial and error?
  • ​Are you ok with the cost this has on your financial and emotional health?
  • ​Are you ok with the reality that we as dentists graduate into a profession with some of the highest costs to deliver healthcare but without any education or help with how to earn a respectable income.

Facilitation with small group, problem-based learning, lectures, collaborative discussion requiring student engagement, and practical case-based presentations. Topics will include:

  • Dental practice revenue, expenses, & profit in the current climate
  • ​Fixed versus variable expenses associated with health care delivery in private practice
  • ​The triad of value determinants in practice value 
  • ​Financial lending considerations in practice acquisition
  • ​How to structure a business plan, write accurate projections, and a financial proposal to attain financing for a practice start up or acquisition
  • ​Critical appraisal of practice valuations

AFTER 8 WEEKS, YOU’LL KNOW WHAT MOST DENTISTS STILL DON’T AFTER DECADES OF PRACTICING.

Register Now

The course is offered twice per year and open to 5 dentists only for each cohort.

With 6,500 dentists across Canada in their first 5 years of practice, seats fill quickly.

Testimonials

Here’s what your colleagues are saying about the course:

“I can not speak highly enough of Dr. Robertson and his vast knowledge pertaining to the overall business of dentistry. He is an excellent educator who presents each topic with clarity, intent and passion. Never once was I made to feel less for asking basic questions regarding any subject presented. For anyone unclear on dental finance, look no further, this course will satisfy all your needs.”

Dr. Roberto Amato

Winter 2023 Cohort

“DDS CFO is an immersely valuable course for anyone who is planning to advance their own dental careers in the future. The knowledge I have received from Dr. Sean Robertson gave me the tools I need to understand the dental market and business of dentistry. Most importantly, this course focuses on the unique needs of the individual student and is instrumental in helping me advance toward my future goals.”

Dr. Joey Yu

Fall 2022 Cohort

“DDS CFO is a comprehensive program that will prepare you to understand and assess appraisals, learn the economics, management and business of dentistry. Purchasing a practice without proper evaluation and financial scrutiny can be a huge setback. Sean  explains every aspect in detail and participants questions are all answered. DDS CFO adequately prepares you to take the next step and is highly recommended.”

Dr. Rahul Mishra

Summer 2023 Cohort

“This course really addressed my weaknesses in abilities to thoroughly dissect a practice from a business perspective. Sean is straight to the point and doesn’t hide anything. I would highly recommend this course to any future practice owners, practice owners or associates.”

Dr. Ricky Hamami

Summer 2023 Cohort

Course Outline

Week 1
Course introduction, identifying your strengths.

Week 2
The six pillars of a clinical practice.

Week 3
Profit & loss.

Week 4
Lending, private practice, goodwill & cashflow

Week 5
Affordability, demand, & EBITDA: Value determinants – present and historical. How banks and buyers influence EBITDA multiples.

Week 6
Creating accurate projections.

Week 7
The business plan.

Week 8
Critical analysis of practice appraisals.

Week 9&10
Scheduled 30 minute one-on-one Q & A with course facilitator.

Registrants also receive:

  • Courseware workbook with assignments and published articles to support their learning as well as a copy of Dr. Sean Robertson’s book, From Debtistry to Dentistry: A buyer’s guide to successful practice transitions.
  • Your own DDS CFO journal to support your goal setting and strategy development as you accumulate the knowledge you need to strategize your professional growth and business plans.
  • A certificate of 20 hours of continuing education credits for your CE portfolio.

We advise dentists just like you at a rate of

$400/hr

for exactly the same information we’ve consolidated into this opportunity

Invest in your business acumen with DDS CFO for only

$4,949

  • LIVE WEEKLY CALLS. 7:30-9:00 pm EST 
  • ​CEO BLUEPRINT WORKBOOK to help guide your goal setting and business projection development. 
  • ​1:1 COACHING with Dr. Sean Robertson DDS at the completion of the course to help you plan your next 12 months of strategy.

Live weekly

CALLS

One on one

COACHING

CEO Blueprint

WORKBOOK

FAQ

Frequently Asked Questions

When does the course start?

The Winter cohort runs Monday evenings from 7:30 – 9:00 pm EST beginning the last Monday in February for 10 weeks. The Summer cohort runs Wednesday evenings from 7:30 – 9:00 PM EST beginning the 3rd Wednesday in June for 10 weeks.

How is the course delivered?

To maximize opportunity across Canada and increase collaboration, classes are offered through Zoom links which will be provided by your course facilitator.

What is the workload?

Weekly assignments and reading are part of the curriculum. The average outside class workload is 30 minutes per week.

What is the course schedule?

The Winter cohort runs Monday evenings from 7:30 – 9:00 pm EST beginning the last Monday in February for 10 weeks. The Summer cohort runs Wednesday evenings from 7:30 – 9:00 PM EST beginning the 3rd Wednesday in June for 10 weeks.

What do I get when I register?

Registrants will receive a welcome package with all course materials in hard copy form, couriered to their address in advance of the course.

What is your refund policy?

We do not offer refunds.

With only 5 spaces

Register Today

Get the education you deserve
and the business acumen you want!

Register for the next Cohort of
DDS CFO