Passing the Torch: Strategic Planning for a Successful Practice Transition*

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From the AAOMS podcast library, this episode covers the essential elements of a smooth, strategic practice transition. Drawing from years of experience advising oral and maxillofacial surgeons, Zachary Esplund joins the podcast to discuss how to preserve value, avoid common pitfalls, and confidently map a professional transition — whether it's two or ten years away.

*Indicates that this activity is approved by AAOMS for continuing dental education credit ONLY. 

Learning Objectives

At the conclusion of this program, participants should be able to:

  1. Understand the importance of beginning practice transition planning at least five years prior to retirement or succession.
  2. Identify the primary value drivers that influence the valuation and attractiveness of an oral and maxillofacial surgery practice. 
  3. Recognize common mistakes surgeons make during practice transitions, including delayed planning, poor financial organization, and lack of advisory coordination. 
  4. Explain the importance of building an experienced advisory team to support legal, financial, operational, and emotional aspects of a transition. 



    Zachary Esplund, CFP, ChFC, CLU, MSFS, RICP, AEP
    Founder
    Physician's Wealth Solutions 
    Scottsdale, Arizona
    Disclosure(s): No financial relationships to disclose


    An Internet-based CDE Activity
    Original Podcast Date: October 08, 2025
    Estimated time to complete this educational activity: 0.25 hours
    Method of participation: Self-Study

    Zachar Esplund, CFP, ChFC, CLU, MSFS, RICP, AEP

    Zachar Esplund, CFP, ChFC, CLU, MSFS, RICP, AEP

    Founder

    Physician's Wealth Solutions

    Zachary Esplund, CFP, ChFC, CLU, MSFS, RICP, AEP, is the founder of Physician’s Wealth Solutions, a financial planning firm dedicated to helping medical professionals simplify complexity and create lasting legacies. With over a decade of experience advising oral and maxillofacial surgeons, Zach specializes in practice transition planning, tax-efficient retirement strategies and concierge-level financial guidance.

    Disclosure(s): No financial relationships to disclose

    Continuing Education Provider Approval
    The American Association of Oral and Maxillofacial Surgeons is an ADA CERP Recognized Provider.

    ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education.

    ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

    The American Association of Oral and Maxillofacial Surgeons designates this activity for 0.25 continuing education credit(s).

    AGD - Accepted Program Provider
    FAGD/MAGD Credit
    11/1/22-12/31/26
    Provider ID# 214680

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    AAOMS On the Go podcast: Passing the Torch: Strategic Planning for a Successful Practice Transition
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    0.25 CDE/CME credits  |  Certificate available
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