Selling Smart: Maximize value, minimize regret

June 3, 2025
San Diego
Matt Howard, Blue & Co.
CJ Williams, Bank of America

*Limited Amount of Seats Available

Thinking about selling in the next 5 years? Join us for an exclusive educational dinner event intended to help you navigate your dental office transition.

There is a danger in neglecting your business while the sales process unfolds, it is critical the business continues to grow all the way up to the day of the sale. Ask yourself:  “How can I do this and also represent myself in a transaction?”

Hear from Our Panel of Experts About…

Practice Valuation | Navigating a Practice Transition | Private Buyer vs. DSO? | Marketplace Conditions| What Are Buyers Looking For?

Matthew Howard
CPA/ABV, CVA

Director, Blue & Co

I’m a CPA that works nearly exclusively on dental transactions. Our team works on about 400 a year, as a business valuator in peer-to-peer transactions, as a quality of earnings provider for private equity/DSO transactions both buy side and sell side, as a buyer’s rep to help make sure buyers make educating decisions, and as a consultant on anything else transaction planning or transaction execution related.

 
Beyond the normal transactional fun that we live and breathe, we also work on some litigious engagements related to marital dissolution / business disputes. Our firm has about 450 dental clients on the traditional tax and financial oversight vertical, and I also help serve as a specialist to our existing client base.

Jason Owens

Owner, DDSmatch SoCal
Dental Practice Transition Specialist

Jason Owens is a dental industry veteran with more than 21 years of experience. He will represent DDSmatch in Southern California, and brings a deep network in the industry that will benefit the dentists he serves. Jason serves as a board member for the Children’s Dental Center and the Banning House Museum. He currently lives in Torrance, CA, and enjoys sailing and spending time with his family.

Sean Sullivan

Owner, DDSmatch SoCal
Dental Practice Transition Specialist

Sean Sullivan is a dental industry veteran with more than 29 years of leadership experience. As a DDSmatch professional, Sean represents doctors in Southern California from Mammoth Lakes to the border. He prides himself on his long history of collaboration and partnerships within the Southern California dental community. Sean is on the Advisory Board at Palomar College RDA program, is a volunteer for the California Care Force, and has served as host for the San Diego County Dental Society New Dentist Networking events for the past several years. He lives in Carlsbad, CA, with his wife, nephew and two border collies. He enjoys ocean and mountain adventures including surfing, paddleboard racing and snowboarding.

CJ Williams

Bank of America
VP of Practice Transitions

CJ began his career with Bank of America Practice Solutions in 2012. He is a Vice President of Dental Financing with a specialization in Practice Acquisitions and Real Estate. His goal is to align you with the team that can help you find the practice of your dreams. As well as provide the products and services that make Bank of America Practice Solutions the leader in Dental financing. In his spare time he enjoys watching his favorite sports teams and playing golf.

Matt Odgers, Esq.

Odgers Law Group
Attorney

Matt Odgers is the founder and managing attorney of Odgers Law Group, a premier transactional law firm based in San Diego, California, that focuses on serving dentists through all of their legal needs. With over a decade of experience in California dental law, Matt has earned a reputation as a trusted legal partner for dental professionals navigating complex business transactions. At Odgers Law Group, Matt leads a team dedicated to helping dentists throughout California with dental practice transitions, entity formation for dental corporations, associate agreements, lease negotiations, dental partnerships, and estate planning for dental professionals. His approach is both strategic and client-centered—translating complex legal concepts into actionable guidance that empowers his clients to make confident, informed decisions.

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Getting the Most from Your Practice Sale

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