Are you ready to be an investor in your dental practice? This is a big question, but the answer is deceptively simple, and you don’t have to give up practicing dentistry to make the transition. However, there are several factors to plan for and implement to make this transition successful.
So, here’s the answer, the right time to transition from dentist to investor in your practice is when the revenue of your practice finally comes mainly from your team. Transitioning your mindset from clinician to investor is another story –
How Do You Transition from Dentist to Investor in Your Dental Practice?
How do you get your revenue to start coming from your team rather than yourself? You must build the foundation to scale your practice before you make that transition. There are several elements involved in this process:
- You need to onboard new doctor associates
- You need to train these new associates in the vision, processes, and culture of your dental practice
- You need to redesign your schedule to transition your time from mostly clinical hours to mostly administrative hours
Once you’ve effectively implemented these strategies, then you will be ready to transition to investor. You can and should keep clinical hours, but those are minimal compared to the time you use each week for scaling out your business as an investor.
Check out this short video on my process for transitioning from solely dentist to dentist-investor in my practice:
Are You Ready to Become an Investor in Your Dental Practice?
Transitioning from dentist to investor is one of the most important, and challenging, shifts in a dental entrepreneur’s career. While the opportunity is exciting, it only works when the right foundations are in place: strong teams, clinical duplication, and the ability to view your practice as an investment rather than a job.
At some point, many dentists realize they didn’t just build a business—they built themselves another chair to sit in. Reclaiming the entrepreneur role requires stepping back, gaining perspective, and intentionally designing the future you want your practice to support.
That’s why we created the Extraction GPS. This tool helps dental entrepreneurs clarify their values, assess their current reality, and define a clear path forward, so you can decide how (and when) to transition into the investor seat with confidence. It gives you the structure to align your vision, your role, and your growth strategy before making big moves.
At Optimize Practice Alliance, we believe the future of dentistry belongs with dentists, and that includes dentists who are ready to think, lead, and invest like owners.
Ready to step into the investor role with clarity and intention?