The Legal Side of Selling your Dental Practice, with Robert Montgomery III

Dentists, Puns, and Money

27-03-2024 • 37 mins

In this episode Dentists, Puns, & Money, we visit with Robert Montgomery III, Esquire.

Robert is an attorney with a specialty focus on the legal and business needs of dentists.

In 1997, Rob founded Your Dental Lawyer, a boutique law firm based in Philadelphia, and he's been working with dentists ever since.

Among the topics Robert and Shawn discuss:

  • The legal considerations for a dentist selling their practice, including the exit paths most commonly taken.
  • The legal documents necessary for a practice transition.
  • How practice real estate factors into the deal.


Rob has worked on over a thousand dental deals during his career, ranging from practice start-ups to equity buy-ins and complex practice acquisitions.

Rob focuses his practice on the legal and business needs of the firm’s dental clients, advising on practice acquisitions
and sales, practice start-ups and lease negotiations, buy-ins, partnership agreements, employment matters, forming
and structuring dental service organizations, operational issues, financing, real estate sales and acquisitions, as well as
general corporate and business matters.

Rob regularly lectures to audiences across the country and is a frequent speaker for Ideal Practices, a highly regarded
national dental practice start-up consulting firm.

Rob is also the co-founder and co-host of The Dental Amigos Podcast.


As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.

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More information about Robert Montgomery III and his dental-related connections:

Firm Website: YourDentalLawyer.com
Consulting Website: IdealPractices.com
Podcast Website: TheDentalAmigos.com

Instagram: yourdentallawyer
Facebook: facebook.com/dentallaw
LinkedIn: linkedin.com/in/roberthmontgomeryiii


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Dentist Exit Planning Resources:

Website: dentistexit.com

Schedule a Discovery Meeting with Shawn

Sign-Up for Dentist Exit Email Newsletter


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