A FREE VIRTUAL SERIES FOR DENTAL PRACTICE OWNERS
The Practice Owner's Playbook
Building, Protecting & Exiting a High-Value Dental Practice
Weekly from September 2026 · Live roundtable Late October 2026
Five expert Q&A sessions plus a live all-speaker roundtable — one connected storyline: decide your path, build and defend your value, position and sell, finance the move, and protect the proceeds. Framed through Dr. David Darab's 4S lens: Stay, Scale, Slow Down, or Sell.
Every owner eventually faces the same five questions: which path is actually mine · what is my practice really worth · how does that number become a price · how do the moves get financed · how does the outcome become personal financial security. No single firm can credibly answer all five. This lineup can — one session per question, educational, not promotional, with the hard questions owners actually have but rarely get to ask.
THE LINEUP
Six Sessions. One Storyline.
SESSION 1 · DECIDE THE PATH
Dr. David Darab, DDS, MS, MBA, CEPA
Darab Business Advisors ↗30+ year oral & maxillofacial surgeon · built and exited his own practice · Certified Exit Planning Advisor
The Decision Before the Decision: Stay, Scale, Slow Down, or Sell?
Roughly three-quarters of owners profoundly regret their sale within a year — rarely because of the price. A 30-year surgeon on the decision nobody teaches.
- › The 4S Framework every owner self-identifies into — and the tradeoffs of each path
- › Why not deciding is itself a decision, and the most expensive one
- › The three-legged stool: business, financial, and personal readiness
SESSION 2 · BUILD & DEFEND VALUE
James DeLuca
Precision Dental AnalyticsAuthor of Phantom EBITDA · helped build the buyer-side playbook at NADG & Aspen · 500+ practices evaluated
Phantom EBITDA: Finding the Money Your P&L Is Hiding
A buyer's analyst will pull two numbers from your practice software and divide them. The man who helped build that playbook shows owners how to run the division first.
- › The number your P&L shows vs. the number that survives diligence
- › The three faces of Phantom EBITDA — accounting, operational, clinical
- › The pre-LOI window: the only time the seller holds the leverage
SESSION 3 · POSITION & SELL
Andrew Kobylski, CFP®
McLerran & Associates ↗Director of M&A at the 1,000+ transition, $2B+ closed firm · former dental-specific wealth advisor
The Sell-Side Playbook: Positioning Your Practice for the Right Buyer at the Right Price
He managed dentists’ wealth after their exits. Now he runs the exits — and explains the most expensive sentence in dental M&A: "A buyer already approached me, so I don’t need a process."
- › The three buyer types — and what each one actually pays for
- › Why the broker’s number and the buyer’s number diverge
- › Earn-outs, rollover equity, and what "selling twice" really means
SESSION 4 · FINANCE THE MOVE
Jacob Fenno
Panacea Financial ↗Regional Healthcare Manager at the doctor-founded bank · ~20 years in practice credit incl. VP at Bank of America
How a Lender Reads Your Practice: Financing as a Value-Building Tool
The first institution to ever audit your practice isn’t a buyer — it’s your bank. A 0.3% charge-off rate says the doctor-built read works.
- › Inside the underwriting file: what gets weighed, in what order
- › The patterns that quietly strengthen — or weaken — your credit file
- › Financing events that actually build enterprise value on the Stay and Scale paths
SESSION 5 · PROTECT THE PROCEEDS
Bryce L. Miller, CFP®
Spaugh Dameron Tenny ↗Partner at the 50-year dentist- and physician-only planning firm · CFP® since 2012
From Proceeds to Prosperity: Planning Before and After the Wire
The most dangerous day in a dentist’s financial life is the day the wire hits — the richest they’ve ever been, and the most exposed.
- › Practice value ≠ personal wealth — why a winning number can still fail you
- › The Freedom Number: what goes into it, and what knowing it changes
- › The first twelve months after the wire — what to do, and what not to do yet
LIVE FINALE · DESIGN THE NEXT CHAPTER
All Five Speakers — Live Roundtable Mastermind
Moderated by Amber Keithley · Late October 2026
Live audience Q&A · how to sequence your advisor team · closes on the Encore
Design the Next Chapter: The Questions No Single Session Can Answer
Five experts, one table, your questions — and the idea the whole series builds toward: the transition is not the end goal. It’s the launchpad.
- › How to sequence the advisor team across your 3–7 year runway
- › What each expert would do first with five years to prepare
- › Live, unscripted, with the registered audience
YOUR HOST
Amber Keithley
Director of Strategic Partnerships, Precision Dental Analytics
Longtime co-host of NextLevel Practice's Million Dollar Dentistry podcast, Amber conducts every interview and moderates the live roundtable — opening each session by framing the topic through the 4S lens, and asking the questions owners want answered.
REGISTRATION
Save Your Seat
One registration covers the full series — all five sessions as they release, plus the live roundtable and replays. Free.
QUESTIONS
Series FAQ
What is The Practice Owner's Playbook?
A free virtual educational series for dental practice owners: five 30-40 minute host-led Q&A interviews released as a weekly drip, plus a live all-speaker roundtable mastermind. Each session covers one link in a single connected storyline — deciding your path, building and defending value, positioning and selling, financing the move, and protecting the proceeds — hosted by Amber Keithley and framed through Dr. David Darab's 4S lens: Stay, Scale, Slow Down, or Sell.
Who is the series for?
Practice owners at every stage — not just sellers. The 4S framing serves growth-focused owners building enterprise value now, buyers and scalers, transition-curious owners 3-7 years out, and active sellers weighing DSO or private-equity offers. Associates building toward ownership, practice administrators, and the advisors who serve owners will also get full value.
How much does it cost?
Nothing. The series is free and educational, not promotional — each session is a guided expert interview covering the hard questions owners actually have but rarely get to ask. Register once and you receive every session as it releases, plus access to the live roundtable.
When does it start and what is the format?
Five recorded Q&A sessions (30-40 minutes each) release as a weekly drip beginning September 2026, followed by the live Roundtable Mastermind with all five speakers in late october 2026. Sessions arrive by email; the live roundtable includes moderated audience Q&A. Registrants receive replays of everything.
Who is behind the series?
The series is produced by Precision Dental Analytics and hosted by Amber Keithley, PDA's Director of Strategic Partnerships and longtime co-host of the Million Dollar Dentistry podcast. Participating speakers represent Darab Business Advisors, Precision Dental Analytics, McLerran & Associates, Panacea Financial, and Spaugh Dameron Tenny — five disciplines, one connected storyline. Registration information is shared with participating firms as disclosed in the sign-up form.