Wendy Kelly, CFP

One Size Does Not Fit All – Practice Transitions of All Shapes and Sizes
and Making it Work for You

Wendy Kelly, CFP

Friday, April 26, 2019

2:00 PM - 4:30 PM

2.5 CE Hours - Lecture

Cox Business Center

Recommended for Dentists

Course Description 

Wendy Kelly

No matter if you are a buyer or a seller, a practice transition can be one of the best days or one of the worst days of your career. No matter whether you are considering practice ownership or are on your way out, there will be topics addressed directly to you. 

Course Objectives

  1. Discuss the items that make a practice transition successful and how to avoid the common pitfalls.
  2. Review methods for finding and retaining associates, partnership, walk-away sales, DSO structures, and private equity/corporate buyouts. 


Wendy Kelly, CFP® is a financial consultant for dentists of all specialties with Paladini Financial Management.  She joined the firm in 2006 and has established herself as an authority in consulting expertise in the areas of tax consulting and practice transition guidance. Paladini Financial has worked with dental practices and practice owners nationwide to help dentists be better business owners since 2006. Wendy earned a Bachelor of Science in Mathematics from Midwestern State University and a Master of Science in Quantitative Finance from the University of Texas at Arlington and is a CERTIFIED FINANCIAL PLANNER. She has been invited to lecture at Oklahoma University School of Dentistry, Louisiana State School of Dentistry, and at numerous study clubs throughout the country.

Course Sponsored by

If you are interested in sponsoring this course, visit the Sponsorships page or email Lynn Means,




Speaker Disclosure

Wendy Kelly has no conflict of interest disclosures for this course.  

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