As you consider buying or selling a practice, the first few questions you may ask are, “When and how should I start the planning process?” and “How long does a transition take from start to finish?” The timing from when you start planning to when the practice sale closes can vary, especially with both internal and external factors at play. Christy …

In this episode of our Energy Transition Talks podcast series, CGI space expert Harjit Sheera shares with Peter Warren how the volume of space data is not only ever-increasing, but also growing in impact and application across industries. Discussing how processing space data for accessibility and effective use was previously an arduous task, they e…

When does it make sense to bring on a transition advisor so that you can maximize the benefits of hiring one in the first place? Is it when you have a concrete practice opportunity to purchase? Is it before you even start the discovery process? The timing, along with your unique situation, can determine the when and if an advisor truly is a good fi…

When it comes to searching for that dream associateship or position, there’s a little more required than learning about the job responsibilities. Arthur | Marshall’s Rich Gehrke and Kevin Simpson join Christy to share tips for finding your associateship or job opportunity, approaching the interview process and doing the homework to prepare for this…

The process of searching for your ideal associate or partner requires more than just a job posting. It requires you to set a clear understanding of what you’re looking for and have the desire to not only craft a compelling offer, but to create a positive experience for the candidate. This process isn’t about having a line of candidates through your…

AI strategies, asset optimization and data quality: the new frontier for oil and gas In the latest episode of our Energy Transition Talks, Maida Zahid sits down with CGI experts Mark van Engelen and Curtis Nybo to discuss the growing role of artificial intelligence (AI) in the oil and gas space. Specifically, they look at the evolution of—and need …

When Christy and Charles decided to start Transition Talk in 2018, they didn’t know what a valuable resource it would become and the impact it would have today, but they knew they had educational content to share. The co-hosts celebrate the milestone of 100 episodes by reminiscing about their favorite moments and episodes and sharing a behind-the-s…

With the implications of inflation, interest rates and economic volatility looming, some doctors may feel uncertain about making a big career decision. How can current and future practice owners make sense of it all? What can they do to stay positive as they approach a future practice sale? Brian Bortz, Cain Watters & Associates Partner, joins this…

In part two of our Energy Transition Talks conversation on generative artificial intelligence (AI), CGI experts Diane Gutiw and Peter Warren further explore the implications and applications of AI in the energy and utilities industry. Building upon their discussion in part one, they examine how digital twins, change management and trusted data are …

Managing the clinical, business and operational side of a dental practice is a juggling act, which means owners likely have a lot of questions swirling in their minds. Charles and Christy use this episode to answer common transition and ownership questions. From preparing for a transition, assessing potential buyers to building and lease questions,…

In the latest episode of our Energy Transition Talks podcast series, Peter Warren sits down with Vice-President, CGI Global AI Research Lead Diane Gutiw to discuss generative AI and its global impact across industries. In part one of the conversation, they delve into the inevitability of AI in everyday life, the need for a structured, secure approa…

With a constant buzz surrounding dental service organizations (DSOs) and private equity (PE) firms, practice owners may wonder if this is the appropriate route for them and their practice. Christy and Charles explain the types of qualities that DSOs and PE firms look for, while also while also illustrating both the opportunity and risks of the corp…

From navigating a three-doctor partnership, a child’s health diagnosis, busy schedules and much more, pediatric dentist Dr. Michelle Decere had to figure out what works and what doesn’t to keep the wheels moving. In this episode, she shares her story and shows that sometimes the keys to a fulfilling lifestyle are leveraging your support system, set…

In part two of our Energy Transition Talks conversation with Eurelectric’s Secretary General Kristian Ruby, CGI experts Peter Warren and Tom van der Leest dive deeper into key opportunities, challenges and drivers of the energy transition discussed in part one. In this second instalment, they explore the necessity and complexity of regulation, the …

Dr. Christy Marcello is the only female specialist dual trained in pediatric dentistry and orthodontics in the state of Louisiana. And as a practice owner, wife and mom, she understands the weight and stress that many women endure as they seek perfection. Tune in to hear her story and how she strives to be not the best, but rather be the best versi…

In the latest episode of our Energy Transition Talks, Peter Warren sits down with Eurelectric’s Secretary General Kristian Ruby and CGI’s Tom van der Leest for part one of a discussion on key trends and new business models in the energy market. Specifically, they examine the growing role of everyday individuals in the energy system, how distributed…

Not only is goodwill a large contributing factor to the overall practice value, but because it’s intangible, the handoff between the buyer and seller isn’t as simple as handing over the keys. Yet, it has to be addressed. In this episode, Christy and Charles discuss why goodwill matters, when it’s worth more or less, what sellers may be expected to …

We get it. You are ready to close that deal. Whether it’s excitement, anxiety or another feeling or reason, many people just want to get through their dental transition and close the deal as quickly as possible. However, speeding through the process can lead to oversight of important details and even complications to the overall transition. NDP’s H…

Dental transitions between family members come with their own set of expectations, obstacles and even perks. Charles welcomes a father-son duo, Drs. Rick and Kyle Washut, to share their transition story, the lessons learned and wins along the way.Oleh NDP

In the world of dentistry, it’s not uncommon to see two young people meet in dental school and journey together into their careers. That’s where it began for Drs. Todd and Terrah Larrabee, owners of a family dentistry and orthodontic practice and parents of two boys. Their message to any other couples in dentistry is clear: Practice ownership is ab…

In our latest episode of the Energy Transition Talks series, CGI Vice President Tom van der Leest interviews Nienke Homan, holds several board positions in energy- and industry-related organizations. Nienke and Tom have an in-depth discussion on how hydrogen enables the energy transition, how organizations need to balance the new energy system and …

While more women than ever are entering the field of dentistry, there’s still some hesitancy among women about becoming a practice owner. With self-doubt obscuring the picture, many female dentists wonder how to navigate a successful career, build a thriving practice and achieve “mom of the year” status. Angie Svitak, Cain Watters & Associates Fina…

Following the release of CGI’s 2023 Voice of Our Clients global research, Peter Warren sits down with Patrik Mardell to discuss macrotrends and industry insights for the latest episode in our Energy Transition Talks podcast series. Focusing on the data from the 173 energy and utilities executives interviewed, they reveal top business priorities glo…

Whether you’re the buyer or seller, you have a vision of what the perfect practice, buyer and dental transition looks like. However, when it doesn’t play out exactly the way you envisioned, and you’re forced to switch gears, it can be challenging to keep your eyes on the end goal. This new episode shows you how to maintain an open mind and broaden …

Negotiating the practice real estate or lease is often a task that comes up near the end of the transition. But with significant financial implications and all of the moving pieces involved, this aspect of the transition requires consideration well in advance. In this episode, Christy and Charles cover common questions surrounding the real estate o…

Despite what dental practices are seeing with staffing shortages, inflation and rising costs, practices have proven to be resilient. Cain Watters and Associates Partner Hunter Satterfield joins Charles on this episode to pause and assess the recent trends across practices and offer solutions to help owners respond and grow.…

It’s not easy to cultivate a successful dental partnership. With years of experience working with dentists, Cain Watters & Associates CPA and Partner David Forbess returns to Transition Talk to offer his expertise and discuss real-life examples of conflicts in partnerships. Together, David and Christy illustrate the importance of starting the conve…

In our latest Energy Transition Talks podcast, Andrea Grad of CGI’s Unicorn Academy speaks with energy transition experts Karl Schmalz and Martin Tauer. Looking at Europe, and within Germany in particular, they discuss net-zero targets, reporting challenges and the role of innovation and data in accelerating progress. Approaches vary by region and …

In our latest Energy Transition Talks podcast, Peter Warren continues the discussion in part two of our series with energy transition and decarbonization expert Pedro Carmo. Building on the previous episode, they discuss the state of the energy market, the role consolidation is playing in accelerating the race to net-zero and how a gradual, step-by…

While dental students may be hesitant to jump into practice ownership, the transition can many times be easier than they think. In the final episode of this three-part series, Christy and Charles continue to offer an optimistic approach and answer students’ most asked questions about ownership. They discuss student loans, corporate sales, work-life…

The path to practice ownership can seem daunting, especially for dental students whose core focus has recently been on the clinical aspects. In part two of this three-part series, Christy and Charles help alleviate the concerns and answer students’ most asked questions about practice ownership. They touch on topics such as red flags to be aware of,…

As dental students prepare to kick off their careers and consider owning a practice, planning their next steps after dental school can feel overwhelming. Christy and Charles answer students’ most asked questions about practice ownership, touching on topics such as the stress that comes with ownership, developing confidence as an owner, leading a te…

In our latest Energy Transition Talks podcast, Peter Warren kicks off the first of two episodes with energy transition and decarbonization expert Pedro Carmo, exploring challenges, strategies and solutions for the journey to net-zero. Focusing on hard-to-abate industries, they discuss approaches to decarbonization, success stories and the vital rol…

With money, effort and time put into a dental practice, owners want to know what their life’s work has amounted to and how they can increase their overall practice value. Recorded live at the Cain Watters & Associates Annual Meeting, Charles and Christy teamed up with the co-hosts of the Accumulating Wealth Podcast to weigh in on the question that’…

Net-zero and green economy goals increasingly require organizations to disclose transparently the financial risks posed by climate change. In this episode of our Energy Transition Talks podcast series, CGI experts Rich Hampshire, Matthew Ayearst and Peter Warren discuss the future of the energy market and the role of Taskforce on Climate-related Fi…

When you begin to consider selling a portion or all of your practice, it's normal to wonder how long it typically takes to close the deal. While there is rarely a standard start-to-finish timeline, Christy and Charles show that numerous factors can affect the timing, from the type of practice and buyer, financial and emotional variables to even a l…

While the idea of selling a portion or all of your practice can feel complex and intimidating, asking the right questions early and equipping yourself with the proper insight can help provide a clear path. Christy and Charles discuss the top questions on sellers’ minds as they begin the selling process and how they can acquire the answers.…

For decades, energy and utilities companies have invested in infrastructure to collect, store, analyze and use data. Today, savvy digital consumers and advanced cloud technologies are driving demand for timely, cost-effective data that stakeholders can access and act on. As a result, data governance is moving away from IT-centric conversations, tow…

While the idea of purchasing a dental practice may lead to trepidation and fear, asking the right questions and stocking yourself with the proper knowledge can help ease the emotions. Christy and Charles discuss the top questions on buyers’ minds as they begin the purchasing process and how they can track down the answers.…

Which business structure yields the most advantages for both the buyer and seller? Which structure will set the dental partnership up for success? Although one type may be easier to set up, which one has the most long-term benefits? Cain Watters & Associates Financial Advisor David Forbess joins this episode to dive into the answers and discuss the…

Our latest Energy Transition Talks podcast explores the future scenarios that Fingrid (Finland’s state-owned transmission network operator) develops to improve their strategic planning and keep them on course to meet Finland’s net-zero targets. Fingrid executives Mikko Heikkilä, head of strategic grid planning, and Risto Kuusi, senior expert in str…

Effectively managing growing distributed energy resources (DERs) is at the heart of successfully navigating the energy transition and supporting decarbonization. In this episode of our Energy Transition Talks podcast series, CGI experts Matt Marrow and Vincent Dufresne discuss the importance of being prepared for the impending uptake of DERs and el…

Three or more owners in a dental practice can lead to a prosperous business, but won’t be short of bumps along the road. This episode explores the advantages and disadvantages of a group practice, illustrating the skills required to cultivate a thriving partnership.Oleh NDP

In this episode of our Energy Transition Talks podcast series, Frederic Lesieur and Peter Warren discuss insights from CGI Voice of Our Clients (VOC) interviews with 167 energy and utilities executives this year. They explore a variety of topics, including the energy transition and the impact of macro trends such as climate change, as well as the i…

The same factors that make your dental practice unique can cause the valuation process to be more complex. Charles and Christy welcome Senior Valuation Analyst Dawn Whitehurst on the episode to provide her insight and walk through several real-life examples and situations.Oleh NDP

When preparing to sell a dental practice, sellers need to make sure the proper pieces are in place before welcoming in a buyer. In this episode, Christy and Charles cover transition timing, financial plans, valuations and other items to consider before forming a plan of action.Oleh NDP

Although it’s not the easiest path to ownership, we know there are times when a start-up just makes sense. Tune in to this episode for some start-up tips and resources to get better informed on if this is the right path for you. Christy and Charles discuss several considerations, such as determining your location, driving new patients and assemblin…

If you’re looking to purchase a dental practice, it’s clear you want to ensure that what you’re investing in is worth your money. While you may not want to overpay for a practice, this episode looks at the details and stories of three practices, illustrating situations where it may be worth a higher-than-expected price and those where it’s not.…

As Europe advances its vision of a hydrogen economy, what are some lessons learned for North America? In episode 10 of our Energy Transition Talks podcast series, CGI experts Frank Sent and Mark van Engelen discuss the foundational aspects of unlocking the potential of hydrogen, from regulations and funding to collaboration and innovation. Europe i…

What factors make for a “Don’t Mess This Up” opportunity versus a “Buyer Beware” opportunity? This episode speaks to the buyers out there, helping to identify the differences between the right and wrong practice opportunity. Tune in as we take a look at the financials, doctor work, real estate, location and other aspects to consider as you explore …