Hands-on workshops for Dental Owners Who Are Scaling.
Not panels. Not theory. Real decisions about growth, people, and risk. Small-group, hands-on sessions for owners navigating multi-location complexity.
Before the Summit,
There's the Lab
Request an invitation
Join us in Charlotte March
19-20!
This experience is built for leaders who are past inspiration and ready to grow their practice with intention. The focus is on making decisions on your goals, pressure-testing assumptions, and leaving with problem-solving frameworks that can be used from day one back in the office.
Scaling dental groups hit real complexity including: operations, people, compliance, M&A risk, and inconsistent leadership systems. At some point, momentum outpaces structure and decisions feel high‑stakes.
Dental founders and owners scaling from 3–25 locations
Are actively acquiring or evaluating acquisitions
Preparing for partnerships, capital, or future exits
Dental founders and owners scaling from 3–25 locations
Are actively acquiring or evaluating acquisitions
Preparing for partnerships, capital, or future exits
Small, curated groups in an invite‑only environment to protect quality and depth
Facilitated, hands‑on working sessions, not panels with passive listening
Real scenarios + real trade‑offs + real decisions made in the room
Deep staffing & compliance insights tailored to your current challenges
Talent strategies that support multi‑location growth
Actionable tools & frameworks, not generic takeaways
A Working Lab Built for Clarity and Action
Get out of reactive growth mode and pressure-test the paths in front of you using the same decision frameworks sophisticated operators rely on. You’ll leave with clear direction and the next few moves required to keep your options open. No theory: this is built to help you make real calls.
Choose your growth path
Most deals look great on paper, until the people and compliance realities show up after close. This session gives you a seen-it-before lens for spotting the red flags that quietly derail integrations and create expensive surprises. You’ll walk away knowing what to ask and how to interpret what you hear to make sound acquisition decisions.
people-first due diligence
Multi-Location People Systems
As you scale, people challenges multiply and inconsistent management gets expensive fast. In this working session, you’ll be guided through a practical framework for resolving multi-location HR issues and building repeatable standards that scale. You’ll leave with clear blueprints you can apply on day 1.
How it feels
Focused. Interactive. Tactical. Strategic.
Designed to pressure‑test assumptions and align your next moves.
What the workshops include:
8:00 am – 8:45 am | Breakfast + Arrival
8:45 am – 9:00 am | Opening Remarks + Workshop
9:00 - 11:00 am | Workshop 1 Optionality Map | Choose Your 3-Year Path
11:00 am – 11:15 am | Break
11:15 am – 12:00 pm | McGuireWoods Segment
12:00 – 12:45 pm | Lunch Break
12:45 pm – 2:15 pm | Workshop 2: Acquisition Due Diligence | People + Compliance Lens
2:15 pm – 2:30 pm | Break
2:30 pm – 4:00 pm | Workshop 3: Multi-Location People System Sprint
4:00 pm – 4:15 pm | Break
4:15 pm – 4:45 pm | Integration + Commitments Session
4:45 pm – 5:00 pm | Closing Remarks + Next Steps
5:00 pm | Event Ends
FRIDAY, MARCH 20
AGENDA
8:00 am – 8:45 am
Breakfast + Arrival
8:45 am – 9:00 am
Opening Remarks + Workshop
9:00 - 11:00 am
Workshop 1 Optionality Map | Choose Your 3-Year Path
11:00 am – 11:15 am
Break
11:15 am – 12:00 pm McGuireWoods Segment
12:00 – 12:45 pm
Lunch Break
12:45 pm – 2:15 pm
Workshop 2: Acquisition Due Diligence | People + Compliance Lens
2:15 pm – 2:30 pm
Break
2:30 pm – 4:00 pm
Workshop 3: Multi-Location People System Sprint
4:00 pm – 4:15 pm
Break
4:15 pm – 4:45 pm
Integration + Commitments Session
4:45 pm – 5:00 pm
Closing Remarks + Next Steps
5:00 pm
Event Ends
THURSDAY,
MARCH 19
6:30 pm – 7:15 pm
Welcome Reception + Cocktails
7:15 pm – 9:00 pm
Dinner + Fireside Chat: State of Market: Finance, Capital, M&A
Who are Leadership Labs designed for?
Leadership Labs are built for dental founders and practice owners actively scaling or acquiring, typically operating 3–15 locations and navigating increased complexity without institutional support teams. This experience is for leaders who want clarity, discipline, and real decision-making frameworks, not surface-level education.
Why are we partnering with HealthStream Ventures (HSV)?
HealthStream Ventures brings institutional-grade strategic and diligence frameworks traditionally reserved for DSOs and private equity–backed operators, adapted for lower middle market dental groups. Their expertise ensures Leadership Labs go beyond theory, helping owners clearly understand their current position, evaluate real options, avoid common pitfalls, and align today’s actions with long-term outcomes.
Why is Leadership Labs invite-only?
Leadership Labs are intentionally curated and invite-only to protect the quality of conversation and outcomes. By assembling a small, aligned group of owners at similar growth stages, we create an environment where participants can openly pressure-test decisions, share real challenges, and leave with actionable work, not generic takeaways.
