Succession Compass
“Be The Broker”
The only resource of its kind that enables you to sell your practice and pay yourself the commission.
BROUGHT TO YOU BY
Succession Compass
“Be The Broker”
The only resource of its kind that enables you to sell your practice and pay yourself the commission.
BROUGHT TO YOU BY
For some, selling a practice through a broker isn’t the ideal approach. And now, it’s no longer your only option.
A dental practice broker is typically paid a proportion of your practice’s value to sell your practice. A broker isn’t paid to prepare you or ask the questions that deserve to be asked for you to have the clarity and conviction that selling your practice is the right move for you today. A broker isn’t paid to support you in the maximization of practice value before you sell. A broker isn’t paid to support a transition plan that reduces mistakes, conveys effective communication strategies and navigate the emotional challenges for you and your team in the change of ownership.
The result of this might be:
- a practice owner who lists their practice before they’re ready;
- a seller who might be leaving value on the table;
- a seller that might have been able to invest more than six figures of their hard earned practice value in their retirement or next venture;
- a seller that becomes an associate in a practice that had no transitional support and faces the backlash of the team and patients, making their early stages of the transition a time of stress instead of celebration.
The knowledge and resources in Succession Compass
can change that trajectory.
The decision to sell your practice is one that requires clarity and conviction in your professional, personal, and financial future. After working with hundreds of Canadian dentists and documenting the process and common challenges in the practice sale journey, the intellectual property created was meticulously curated into a resource to support outcomes upon sale.
For some, selling a practice through a broker isn’t the ideal approach. And now, it’s no longer your only option.
A dental practice broker is typically paid a proportion of your practice’s value to sell your practice. A broker isn’t paid to prepare you or ask the questions that deserve to be asked for you to have the clarity and conviction that selling your practice is the right move for you today. A broker isn’t paid to support you in the maximization of practice value before you sell. A broker isn’t paid to support a transition plan that reduces mistakes, conveys effective communication strategies and navigate the emotional challenges for you and your team in the change of ownership.
The result of this might be:
- a practice owner who lists their practice before they’re ready;
- a seller who might be leaving value on the table;
- a seller that might have been able to invest more than six figures of their hard earned practice value in their retirement or next venture;
- a seller that becomes an associate in a practice that had no transitional support and faces the backlash of the team and patients, making their early stages of the transition a time of stress instead of celebration.
What You Get
You get access to 20 videos that have been prepared articulately and concisely to focus on what you need to know to gain clarity before you sell, prepare your practice for sale, maximize your practice value, and navigate the steps of the listing and sale process.
Each video is less than 20 minutes in length, making the content easy to consume and thoughtfully designed to provide only the information you need.
CAPABILITY
SUPPORT
We don’t want you to have to search through videos when you want to take a second look at content, so we’ve indexed our content using AI for you to ask your questions. You’re given access to an AI search tool that you can ask any of your questions to, which will search the course content database when answering your questions.
Who It's For
Succession Compass was written for dentists who want to sell their practice without paying a proportion of the value they have built to a broker.
Designed by a dentist and former owner of a dental practice brokerage, the resource is intended to help those that want
- to improve their clarity on the timing of sale
- to understand what you can do to maximize your practice value
- to be the most knowledgeable about what goes into a successful sale and transition
- to be given the roadmap and play book to sell your practice yourself
- to keep the commission they would have paid a broker to invest in their future
If you’re a dentist that wants to see the greatest proportion of your practice value end up in your investment account,
Succession Compass is designed to help you achieve this.
Features You'll Love
The assets of Succession Compass bring together the intellectual property
Dr. Sean Robertson has accrued in helping colleagues successfully navigate their exit from practice ownership.
VIDEOS
LITERATURE
Dr. Robertson was the most published author on the topic of practice valuation and ownership transition in Ontario Dentist, The Journal of the Ontario Dental Association from 2018 - 2025. The relevant articles have been included as part of your courseware to deepen your understanding of the concepts presented.
LISTING RESOURCES
Get the links you need to expose your practice listing to a national network of dentists when you’re ready to sell your practice.
TEMPLATES
Prepared templates have been included in the assets of the course that you can use to list and sell your practice. These include modifiable templates you can customize to confidentially write your practice listing and attract the attention of prospective buyers, a non disclosure agreement once you engage with buyers, a letter of intent template to support a comprehensive offer to purchase upon which the buyer’s legal counsel can prepare a formal purchase agreement and more.
CHECKLISTS
Checklists have been prepared for you to know what common requests are for the due diligence phase of selling as well as module checklists to ensure you’ve “checked the boxes” that need to be checked in order to move forward into the next phase of the course.
SUMMARY PAGES
One-pager summaries to reinforce your learning and provide reference as you navigate your journey have been provided. These are found in the module summaries and have also been prepared to support effective approaches to deal negotiation.
ASK OUR AI
We’ve compiled all of our information and created a searchable “chat bot” that allows you to ask questions and get answers from the Succession Compass knowledge database. This saves having to search through content when questions arise.
Features You'll Love
The assets of Succession Compass bring together the intellectual property
Dr. Sean Robertson has accrued in helping colleagues successfully navigate their exit from practice ownership.
VIDEOS
LITERATURE
Dr. Robertson was the most published author on the topic of practice valuation and ownership transition in Ontario Dentist, The Journal of the Ontario Dental Association from 2018 - 2025. The relevant articles have been included as part of your courseware to deepen your understanding of the concepts presented.
LISTING RESOURCES
Get the links you need to expose your practice listing to a national network of dentists when you’re ready to sell your practice.
TEMPLATES
Prepared templates have been included in the assets of the course that you can use to list and sell your practice. These include modifiable templates you can customize to confidentially write your practice listing and attract the attention of prospective buyers, a non disclosure agreement once you engage with buyers, a letter of intent template to support a comprehensive offer to purchase upon which the buyer’s legal counsel can prepare a formal purchase agreement and more.
CHECKLISTS
Checklists have been prepared for you to know what common requests are for the due diligence phase of selling as well as module checklists to ensure you’ve “checked the boxes” that need to be checked in order to move forward into the next phase of the course.
SUMMARY PAGES
One-pager summaries to reinforce your learning and provide reference as you navigate your journey have been provided. These are found in the module summaries and have also been prepared to support effective approaches to deal negotiation.
ASK OUR AI
We’ve compiled all of our information and created a searchable “chat bot” that allows you to ask questions and get answers from the Succession Compass knowledge database. This saves having to search through content when questions arise.
Testimonials
How It Works
Your purchase gives you unhindered access for twelve months from the date of purchase. You can watch the videos as many times as you like during your twelve month access.
Whether you’re absolutely certain about selling your practice in the immediate future, or you’re exploring the idea, Succession Compass will elevate your knowledge, capability, and clarity on all the spokes in the wheel that need to be in place for when you decide to pull the trigger.
PRICING
$
7,500
+ HST
- 20 training videos
- 5 step-by-step modules
- Articles and literature guides
- Ready-to-use templates
- Checklists and worksheets
- One-page module summaries
- Resource links and references
- AI tool for quick answers
Frequently Asked Questions
What if I want one-on-one support in addition to the material provided?
Practice Advocate offers concierge one-on-one support through our Practice Co-Pilot program. You can learn more about our Co-Pilot HERE
How long do I get access to the materials?
Access to the portal with all resources is provided with a confidential username and password, which remain available for 365 days from the date of purchase.
Can I share the material with a colleague or friend?
No. Access is individual only. Sharing login details or distributing content is not permitted.
What if I’m already in Practice Advocate’s Co-Pilot Program?
Access to Succession Compass is given to Co-Pilot clients as part of their investment.
Do I still need an appraisal to sell my practice?
Yes you require a practice valuation to sell your practice, which is not included in Succession Compass.
What if I decide to work with a broker after buying Succession Compass?
No problem. Succession Compass provides succession planning considerations that will make you a well informed client. There is no exclusivity agreement in place with Practice Advocate when you invest in the course.
