Cruise into Retirement on the Wilma Lee

August 15th, 2025
2:00pm – 7:00pm
Annapolis Maritime Museum
723 Second Street
Annapolis, MD 21403

$50 Fee for Sailboat trip.

*Limited Number of Seats Available

Sellers-Only Educational Dental Transition Event

Set sail with us for an exclusive, sellers-only event designed to help you navigate the dental transition process – whether you’re actively preparing for a sale or simply beginning to explore your long-term options. Gain clarity, confidence, and expert guidance, no matter where you are on your transition journey. This waterfront gathering will feature presentations from a Transition Specialist, Valuation Expert, and Dental-Specific Attorney, each offering insights tailored to dentists preparing for a practice sale. The afternoon begins with casual networking and sailing on the historic Wilma Lee skipjack, followed by interactive presentations including live Q&A – giving you direct access to the professionals who guide transitions every day. Gain practical knowledge, learn how to avoid common pitfalls, and hear real stories from the field – all in a relaxed and inspiring setting.

Key Topics Include:

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How and when to start preparing your practice for sale

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What truly drives practice value—and how to increase it

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Legal deal structures and protections every seller should know

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Tips for a smooth transition for staff, patients, and buyer

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Real-world case studies and lessons learned

Hear from Industry Experts

Todd Garfinkel

Owner, DDSmatch
Dental Practice Transition Specialist

Todd Garfinkel is a leading dental transition specialist and the owner of DDSmatch Mid-Atlantic, serving dentists across Maryland, Washington D.C., and Virginia. With a track record of successfully guiding hundreds of practice transitions, Todd is known for his high level of professionalism, strategic insight, and dedication to achieving results that align with the goals of those involved.

Todd brings a hands-on, concierge approach to every transition—working closely with practice owners to ensure they receive a strong, well-supported valuation that reflects the full value of what they’ve built. Equally important, he works to identify the right buyer—one who’s not only financially qualified, but also a good cultural and clinical fit for the patients, staff, and legacy of the practice.

By leveraging a trusted network of CPAs, attorneys, and valuation experts, Todd delivers a seamless, well-supported experience from initial consultation to closing day.

Whether you’re preparing to sell now or planning for the future, Todd offers clarity, structure, and confidence every step of the way.

Matthew Howard
CPA/ABV, CVA

Director, Blue & Co

Matt Howard is a CPA who works nearly exclusively on dental transactions. His team handles approximately 400 transactions a year, acting as a business valuator in peer-to-peer transactions, a quality of earnings provider for private equity/DSO transactions (both buy side and sell side), a buyer’s representative to help ensure informed decision-making, and a consultant on all aspects of transaction planning and execution. Beyond the typical transactional work, they also engage in litigious matters related to marital dissolution and business disputes. The firm supports around 450 dental clients through its traditional tax and financial oversight services, and Matt also serves as a specialist to the existing client base. Over the past five years, Matt has participated in more than 20 speaking engagements. Notable appearances include speaking on nearly all of Hawaii’s islands to dental professionals on this very topic, an upcoming presentation at the Chicago Midwinter Meeting, and ongoing discussions with the ADA about presenting on a national level.

Mike Limsky

Dental Transitions Attorney
The Dental Practice Lawyers

Michael Limsky graduated from the University of Maryland – College Park with B.S. double major degree in Finance and Economics, and then obtained his Juris Doctorate from Howard University and his Masters in Taxation LL M. degree from Georgetown University. He became a member of the Maryland Bar in 1987. With an extensive background in Business Law and Taxation, Michael Limsky has focused his practice on dental and veterinary practice transactions, as well as Federal and State Taxation, Business planning, general business transitions, Mergers and Acquisitions, contracts, Estate and Trust Planning, Real Estate, and Estate Administration. He has represented countless dentists, veterinarians, physicians, and other professionals in the acquisition and sale of their professional practices, along with general representation of small and midsize businesses.

Stacie Dowling

Dental Transitions Attorney
The Dental Practice Lawyers

Stacie Dowling received her B.S., in International Business and French, from Muhlenberg College and her J.D. from the University of Maryland School of Law. Since joining Willen, Limsky, Stampfer & Dowling, PA in 2009, Stacie Dowling has been heavily involved in the dental industry.

Event Registration