DDSmatch practice owners summit
Are you Prepared for your future practice transition?
October 24-25, 2025
Sheraton San Diego Resort (Marina Tower)
1380 Harbor Island Drive, San Diego, CA 92101
*Limited Amount of Seats Available
EVENT REGISTRATION
DDSmatch Practice Owners Summit: San Diego
Have You Prepared for Your Future as a Dental Practice Owner?
The DDSmatch Practice Owner Summit offers attending dentists a deep dive into the often-overlooked aspects of practice transitions that are not typically covered by other brokers. Learn how to assess whether selling to an individual or to a DSO is the right choice for your unique situation, and understand how to evaluate what option truly aligns with your goals.
Designed for both practice owners and their spouses, the summit provides valuable insights into what makes a dental practice more attractive to buyers, how to streamline the transition process, and the critical role of legal documentation, real estate, and practice structure in maximizing value. With so many options available, the DDSmatch Practice Owners Summit equips you with the knowledge to make informed decisions and navigate the complexities of practice ownership transitions with confidence.
Our goal is to provide you with a clear action plan for navigating your exit strategy and ensure you’re prepared for retirement with confidence. Bring your questions and leave with answers, actionable steps, and the peace of mind that comes from knowing you’re on the right path. Seats are limited so reserve your spot today.
Hear from Industry Experts
Matthew Howard
CPA/ABV, CVA
Director, Blue & Co
I’m a CPA that works nearly exclusively on dental transactions. Our team works on about 400 a year, as a business valuator in peer-to-peer transactions, as a quality of earnings provider for private equity/DSO transactions both buy side and sell side, as a buyer’s rep to help make sure buyers make educating decisions, and as a consultant on anything else transaction planning or transaction execution related.
As a Director in the Transaction Advisory Services Group, Matt performs business valuation, transactional due-diligence, quality of earnings, buyer representation, litigation support, and other consulting services for clients around the United States. He is a Certified Public Accountant, Accredited in Business Valuation, a Certified Valuation Analyst, with a Bachelors of Accounting and Finance.
Robert Montgomery, Esq.
Robert H. Montgomery, III, Esquire, P.C
Rob Montgomery is the founder of Robert H. Montgomery, III, Esquire, P.C., a leading boutique law firm focusing on counseling dentists and dental services organizations around the country in a full range of business and legal matters affecting dental practices. Rob has been serving the needs of dentists, dental practices and dental service organizations for over 30 years. Rob and his colleagues have worked on thousands of dental deals, ranging from practice start-ups to complex practice acquisitions and sales.
Dr. Lorri Tomko
Dr. Lorri Tomko is a general dentist who has been in the practice of dentistry for 36 years. She attended Temple University School of Dentistry, and went on to receive her MBA from DeSales University in 2012. She is the owner of Tomko Dental Associates where she, and her team, practice all aspects general dentistry. She is also an attending dentist for Lehigh Valley Health Network in the department of dental medicine.
Dr Tomko has built, and successfully sold 2 dental practices in the last 26 years, and is currently working on her own succession plan. She also consults with dentists in the early stages of planning for retirement by looking at systems, processes, and logistics towards a successful future sale of their business.
Craig Young
Craig Young is a seasoned CFO offering specialized financial services to privately held healthcare providers, with a particular focus on dental practices. Craig is committed to delivering value through knowledge, building strong relationships, and ensuring consistent follow-through. His approach is designed to provide a tangible return on investment, offering strategic insights and practical solutions tailored to the unique needs of dental practices.
