Transitions Video Casts

Transitions aren’t just about retirement and entering a brokered sale of your practice. A value transition can happen at the right point in your career and transfers the untapped value of, and focuses on the development of your practice, regardless of your age, community, practice type or size.


















Title Discription
Why I Love 360° Planning® Mercer Advisors Andrew Darke elaborates on why he loves 360° Planning® because of its ability to help dentists with transition follow-through at Mercer Advisors Transitions Workshop.
Transparency for Transition Success Mercer Advisors Howard Rochestie discusses the importance of self-awareness and honesty for a success at Mercer Advisors Transitions Workshop.
Transitions Team Alignment Mercer Advisors Gene St. Louis discusses team alignment and readiness for transitioning at Mercer Advisors Transitions Workshop.
Transitions Life Planning Options Mercer Advisors Howard Rochestie reviews the different types of transitions options available, and their economic opportunities for life planning at Mercer Advisors Transitions Workshop.
Relationship Value Tracker Mercer Advisors Gene St. Louis demonstrates the Relationship Value Tracker and discusses how tracking is imperative for practice success at Mercer Advisors Transitions Workshop.
Practice Makes Permanent Mercer Advisors Gene St. Louis discusses the importance of sticking to your plan with your team at Mercer Advisors Transitions Workshop.
OnTrack® Practice Management Software Driving Team Success Mercer Advisors Howard Rochestie demonstrates how OnTrack® practice management software motivates teams to strive for excellence at Mercer Advisors Transitions Workshop.
How Transition Assets are Taxed Mercer Advisors Andrew Darke discusses the different types of assets and how they are taxed when bringing on an associate at Mercer Advisors Transitions Workshop.
The Case Acceptance Calculator Mercer Advisors Howard Rochestie demonstrates the tremendous impact increasing case acceptance with an associate can have on accelerating profits at Mercer Advisors Transitions Workshop.
Capital Gains and Income Tax in Dental Transitions Mercer Advisors Andrew Darke discusses the importance of understanding transition capital gains and income tax at Mercer Advisors Transitions Workshop.
360° Planning® Highlights Mercer Advisors Howard Rochestie discusses the 360° Philosophy at Mercer Advisors Transitions Workshop.
The Gift of Transitions Mercer Advisors’ Howard Rochestie discusses the life fulfilling gifts of a dental transition at Mercer Advisors’ Transitions Workshop.

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