Owning Your Practice: the Key to Your Financial Future

Product not yet rated

CE Hours: 1.0


We will discuss why this becomes an emotional rather than a business decision for so many, and how massive school debt often obscures the big picture. The course provides a realistic view of ownership versus being an employee. We will weigh the risks, consider debt, and evaluate options associated with opening a practice, entering a partnership, buying an existing practice, or working as a partner in a corporate dentistry environment. This lecture illuminates the path which a new dentist should take which leads to long-term personal and financial success.

  • Provide expectations for ownership through case studies
  • Identify how associates are leaving millions on the table when not owning a practice
  • Illustrate how much an owner profits from having an associate


Open to view video.
8 Questions
CE Test
4 Questions  |  Unlimited attempts  |  4/4 points to pass
4 Questions  |  Unlimited attempts  |  4/4 points to pass
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available

Charles Loretto

Charles joined CWA in 2001 and became partner in 2016. He plays a critical role in growing the firm’s client base as the director of business development, marketing and new client services.
He travels the country speaking at dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings on strategies to reach financial freedom. Since 2004, Charles has presented to over 30,000 dentists and over 50 dental schools. He is a published author, and host of the top-ranking dental podcast, Transition Talk.

Charles oversees the practice transition department for CWA, and is founder of its affiliate company, NDP, that assists doctors in the buying, transitioning and valuation of a practice. He and his team help hundreds of dental professionals with their transition goals annually.

Using his insight and experience from almost two decades in the dental industry, his passion is helping diagnose the financial support dentists need and then connecting them with someone who will then help them achieve their financial goals.

Charles Loretto

In accordance with this policy, I declare that I have NO past or present proprietary or relevant financial relationship or receive gifts in kind (including soft intangible remuneration), consulting position or affiliation, or other personal interest of any nature or kind in any product, service, course and/or company, or in any firm beneficially associated therewith.