Wachusett District: Navigating Practice Transitions

Wednesday, March 4, 2026, 5:30 – 8:30 pm
Il Forno Restaurant, 494 Electric Ave, Lunenburg, MA  01462

This complimentary program is sponsored by TD Bank

Practice transitions can be some of the most significant—and complex—decisions in a dentist’s career. This engaging panel discussion brings together four experienced speakers to explore key considerations when buying or selling a dental practice and building the right team through strategic hiring.

Panelists will discuss common pitfalls, financial and legal considerations, timing strategies, and practical tips to help dentists confidently plan their next move. Whether you are early in your career, actively considering a transition, or preparing for the future, this program offers valuable guidance and perspective for every stage of practice ownership.

Enjoy a complimentary buffet dinner and one free drink ticket while connecting with colleagues and learning from industry experts. 1 CE offered.

Register

To RSVP for this complimentary event, email Dr. Lindsay Bruneau at lindsaybruneau@yahoo.com.


Panelist Bios

Patricia M. Hannon, MBA:
Vice President, TD Bank, N.A.

Patricia Hannon is a Healthcare Practice Specialist serving Southern New England and the New York metropolitan area. She brings more than 30 years of financial services experience, including 15 years with TD Bank, and specializes in practice acquisition, expansion, real estate, and group-practice financing for healthcare professionals. Patricia earned her MBA from the University of Hartford and her bachelor’s degree from the College of the Holy Cross.

Ryan Holzinger, CPA
Principal, Medical-Dental Consultants, Inc.

Ryan Holzinger has been a Principal with Medical-Dental Consultants, Inc. since 2012, providing tax, financial, and practice management services to healthcare professionals. His background includes experience with KPMG and a regional CPA firm. Ryan holds graduate degrees in accounting and taxation from Bryant University and is recognized for his expertise in healthcare-focused financial planning.

Aaron Frankel, Esq.
Owner, Franklin & Frankel, LLC

Aaron Frankel is an attorney and owner of Franklin & Frankel, LLC, representing dental practices and healthcare professionals throughout Massachusetts and Connecticut. His practice focuses on practice transitions, real estate transactions, leasing, estate planning, and business contracts. Aaron is known for his practical, client-centered approach to complex legal and business matters.

Greg Whitmer
Broker, Henry Schein

Greg Whitmer has spent 15 years serving the dental community, helping dentists start, expand, acquire, and transition their practices. In his role with Henry Schein Dental Practice Transitions, he assists dentists across New England with practice sales and ownership transitions. Greg brings experience in both healthcare lending and practice brokerage, offering clients a well-rounded perspective throughout the transition process.