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Transition Talk

NDP

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Transition Talk is a podcast about dental practice transitions. NDP managing partners Charles Loretto and Christy Ratcliff combine their expertise to provide guidance and tips and share real-life scenarios revolving around dental practice transitions. Originally created to help dental professionals navigate the sometimes-messy path to practice ownership, the podcast has evolved to cover the full life cycle of a dental practice and the different types of transitions along the way, from buying ...
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Energy Transition Talks

CGI in Energy & Utilities

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The energy value chain is changing rapidly and increasingly digital in nature, requiring new competencies and acting with insight. A strong commitment to sustainability and the energy transition is essential to attracting and keeping customers and growing the business. https://www.cgi.com/en/energy-utilities
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Dental valuations are complex, and finding the right time to value a practice can be intricate in itself. There isn’t a universal timeframe, but the timing is incredibly unique to the buyer and seller’s specific situation. Christy and Charles walk through several scenarios, illustrating when it’s appropriate to value, when it’s not and the implicat…
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Subscribe to our Clean Energy Africa newsletter: https://mailchi.mp/dc168bd41a97/sign-up-here Dami Olawoye joins us as we explore his remarkable career as a finance veteran turned clean energy champion and his role in revolutionizing solar energy financing in Nigeria as the CEO of Payhippo. From a big four-chartered accountant to leading a startup,…
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Send us a text Shaping the future of the hydrogen economy: Ports, collaboration and sustainability In the latest episode of Energy Transition Talks, Derek Marinos discusses the critical role of ports in the hydrogen economy with experts Dr. Magali Amiel and David van der Ploeg. They explore the current state of hydrogen as a low carbon energy sourc…
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Ensuring compatibility and laying out expectations early is key to getting your partnership started off on the right foot. From mentally, clinically and financially preparing yourself to understanding the other doctor’s vision, this episode dives into the groundwork needed to know if this is the right career and personal step for you.…
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Send us a text Data-driven futures: Revolutionizing energy infrastructure CGI’s annual Voice of Our Clients (VOC) global research gathers insights from both existing and potential clients, revealing key priorities for executives across industries. In the latest episode of Energy Transition Talks, Peter Warren sits down with Helena Jochberger to dis…
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Just like dating, dental partnerships not only require a collaborative and cohesive dynamic, but it’s important to understand all of the details for a relationship to thrive. If a partnership opportunity is on the horizon for you, engaging in key conversations and asking the seller the right questions can build a foundation for success. This episod…
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Send us a text Empowering energy decisions: AI meets Data Mesh In part two of their Energy Transition Talks conversation, Doug Leal and Peter Warren dive deeper into the concept of Data Mesh and its impact on organizational structure. Specifically, they examine how Data Mesh enables business agility and AI innovation while necessitating a cultural …
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Subscribe to our Clean Energy Africa newsletter: https://mailchi.mp/dc168bd41a97/sign-up-here Recorded live during the Energy Access Investment Forum in May, this 2 part mini-series covers the African Mini-Grid Program (AMP). The AMP is a USD 50 million country-led technical assistance program designed to stimulate the solar-battery mini-grids mark…
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Knowing the right questions to ask is a powerful tool, especially when it comes to asking your dental transition advisor for insight and advice. Good questions can make conversations more productive, maximize your time and further your overall progress in your practice purchase or sale. Christy and Charles walk through the most productive questions…
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Subscribe to our Clean Energy Africa newsletter: https://mailchi.mp/dc168bd41a97/sign-up-here InfraCo Africa is one of the few financiers that provides equity investments in large-scale infrastructure projects in Africa. Typically investing in projects in the early stages of their development, all the way through construction and operational stages…
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With the Federal Trade Commission pushing to ban non-compete agreements, questions and confusion are escalating among practice owners and associates. While the U.S. District Court has blocked the ruling for now, attorney Ali Oromchian offers clarity on the current developments and shares considerations to make if the rule does go into effect.…
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Send us a text In the latest episode of our Energy Transition Talks series, CGI Vice-President, Consulting – Data and Analytics Doug Leal discusses with Peter Warren the evolving landscape of data use in the energy and utilities sector, particularly in light of new AI applications. In the first instalment of this two-part conversation, they explore…
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Subscribe to our Clean Energy Africa newsletter: https://mailchi.mp/dc168bd41a97/sign-up-here Recorded live during the Energy Access Investment Forum in May, this 2 part mini-series covers the African Mini-Grid Program (AMP). The AMP is a USD 50 million country-led technical assistance program designed to stimulate the solar-battery mini-grids mark…
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When the documents are signed and you’ve officially closed on your practice purchase, you’re likely eager to now jump into the job head on. To help new owners financially thrive post-close, Charles and Cain Watters & Associates Financial Planner Zane Harris lay out some key considerations. They touch on marketing strategy, curating your vendors, eq…
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Closing on a practice sale signifies the monumental moment for buyers of crossing the finish line and starting a new chapter of your career. To set yourself up for success in the practice, there are several financial decisions to make 30 days prior to closing the deal. Charles invites Cain Watters & Associates Financial Planner Zane Harris to weigh…
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Whether you’ve done your research and you’re ready to kick off your next career chapter, or you’re feeling a little lost in the weeds, a coaching call or a preliminary meeting with a dental transition advisor like NDP can provide both direction and assurance. To maximize your time and gain the most value, Christy and Charles share what to expect an…
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Nico joins us this week to share from his two decades of experience deploying Decentralized Renewable Energy projects, consulting governments on off-grid electrification policy, and what the emerging trends mean for financiers looking into Sub-Saharan Africa. This episode has already been published on "The Mini-Grid Business" podcast hosted by Nico…
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Arnergy is a renewable energy company providing solar solutions to residential and commercial customers. Combined, Arnergy has raised $12M in a Series A and bridge round and is now gearing up for a big Series B fundraiser. In this episode, we speak with the company's CFO, James Fabola Jr., about operating in a difficult market and exciting growth o…
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Identifying opportunities for improvement can ultimately position your practice in an attractive spot for a buyer down the line. Cain Watters & Associates Partner Judson Crawford joins Christy on this episode to dive into the latest version of the Dental Practice Comparison Report. They’ll discuss the key findings from the nationwide practice data …
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It’s natural to want to grow your dental practice by renovating or building a new office space. However, this can come at a cost, potentially impacting your overhead, overall practice value and even a future practice transition. In this episode, Christy and Charles show that while it’s okay to jump into this new project, you must consider timing an…
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Send us a text In the latest episode of our Energy Transition Talks series, CGI Global Industry Lead for Health and Life Sciences Ben Goldberg joins Peter Warren to discuss the interdependence between healthcare and energy systems, emphasizing the need for a balanced approach to ensure a healthy society. Specifically, they examine the interplay bet…
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If you’re a new partner or buyer coming into a practice, making operational changes quickly can potentially shake things up and cause insecurity among the team. But what if the team is overpaid or underpaid? What if you want to adjust the vacation policy or insurance options? What if you don’t want to rehire a team member? Tune in as Charles and Ch…
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Send us a text In part two of the Energy Transition Talks discussion between Eurelectric’s Head of Energy Policy, Climate and Sustainability Paul Wilczek and CGI expert Peter Warren, they turn their focus to the opportunities and challenges of localized energy production, the role AI and new technologies play in balancing decentralized power grids …
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Announcing a big practice change to your team, like the addition of a new partner or transitioning the business to new ownership, can be a sensitive and pivotal conversation. You will want to ensure your team feels confident and optimistic about the next chapter. In this episode, Charles and Christy walk through tips for determining when to tell yo…
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Send us a text In this first of two episodes for our Energy Transition Talks series, Eurelectric’s Head of Energy Policy, Climate and Sustainability Paul Wilczek joins Peter Warren to examine the intrinsic link between decarbonization and electrification, plus the consequent opportunities shaping the energy landscape. They discuss the need for grid…
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Send us a text In our latest episode of our Energy Transition Talks series, Marion Braams, Vice-President, Consulting Expert at CGI sits down with Peter Warren to share her expert perspective on emerging trends in IT, sustainability regulations and reporting. Specifically, they discuss different ESG initiatives across regions, the evolution to and …
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The dental transition landscape is seeing buyers become more diligent and selective with their decisions, causing practices considered “healthy” to have more buyer opportunities during the selling process. But what makes a practice “healthy”? Christy brings on NDP Senior Transition Consultant Morgan Ramsey to discuss the common financial and operat…
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SolarAid is an international development charity working alongside communities in the most rural and hard-to-reach areas of sub-Saharan Africa to tackle poverty and the climate crisis through access to clean, safe solar lights. Aligned with Sustainable Development Goal 7, which advocates for universal access to affordable, reliable, and sustainable…
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As you consider buying or selling a practice, the first few questions you may ask are, “When and how should I start the planning process?” and “How long does a transition take from start to finish?” The timing from when you start planning to when the practice sale closes can vary, especially with both internal and external factors at play. Christy …
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Send us a text In this episode of our Energy Transition Talks podcast series, CGI space expert Harjit Sheera shares with Peter Warren how the volume of space data is not only ever-increasing, but also growing in impact and application across industries. Discussing how processing space data for accessibility and effective use was previously an arduo…
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When does it make sense to bring on a transition advisor so that you can maximize the benefits of hiring one in the first place? Is it when you have a concrete practice opportunity to purchase? Is it before you even start the discovery process? The timing, along with your unique situation, can determine the when and if an advisor truly is a good fi…
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When it comes to searching for that dream associateship or position, there’s a little more required than learning about the job responsibilities. Arthur | Marshall’s Rich Gehrke and Kevin Simpson join Christy to share tips for finding your associateship or job opportunity, approaching the interview process and doing the homework to prepare for this…
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GridCrux is a technology and power infrastrucure company that develops, engineers, finances and deploys alternative energy solutions to the unserved and underserved segments of the African continent. The company's solutions leverage existing technology, primarily multiple energy management systems, as a means of delivering optimized energy solution…
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The process of searching for your ideal associate or partner requires more than just a job posting. It requires you to set a clear understanding of what you’re looking for and have the desire to not only craft a compelling offer, but to create a positive experience for the candidate. This process isn’t about having a line of candidates through your…
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Send us a text AI strategies, asset optimization and data quality: the new frontier for oil and gas In the latest episode of our Energy Transition Talks, Maida Zahid sits down with CGI experts Mark van Engelen and Curtis Nybo to discuss the growing role of artificial intelligence (AI) in the oil and gas space. Specifically, they look at the evoluti…
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When Christy and Charles decided to start Transition Talk in 2018, they didn’t know what a valuable resource it would become and the impact it would have today, but they knew they had educational content to share. The co-hosts celebrate the milestone of 100 episodes by reminiscing about their favorite moments and episodes and sharing a behind-the-s…
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Odyssey's mission is to accelerate the clean energy transition in emerging markets. The Odyssey platform connects financiers, solar companies and equipment suppliers in one place to facilitate transactions, streamline processes and scale investment into distributed renewable energy. Financiers use Odyssey to source and manage deals, solar companies…
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Founded in 2010, Persistent Energy is Africa’s Climate Venture Builder and a leading investor. The company provides essential support including finance, strategic guidance, governance, technical and legal expertise to early-stage companies committed to creating sustainable impact. They have developed and deployed an interesting venture building mod…
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With the implications of inflation, interest rates and economic volatility looming, some doctors may feel uncertain about making a big career decision. How can current and future practice owners make sense of it all? What can they do to stay positive as they approach a future practice sale? Brian Bortz, Cain Watters & Associates Partner, joins this…
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Send us a text In part two of our Energy Transition Talks conversation on generative artificial intelligence (AI), CGI experts Diane Gutiw and Peter Warren further explore the implications and applications of AI in the energy and utilities industry. Building upon their discussion in part one, they examine how digital twins, change management and tr…
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Managing the clinical, business and operational side of a dental practice is a juggling act, which means owners likely have a lot of questions swirling in their minds. Charles and Christy use this episode to answer common transition and ownership questions. From preparing for a transition, assessing potential buyers to building and lease questions,…
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Send us a text In the latest episode of our Energy Transition Talks podcast series, Peter Warren sits down with Vice-President, CGI Global AI Research Lead Diane Gutiw to discuss generative AI and its global impact across industries. In part one of the conversation, they delve into the inevitability of AI in everyday life, the need for a structured…
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With a constant buzz surrounding dental service organizations (DSOs) and private equity (PE) firms, practice owners may wonder if this is the appropriate route for them and their practice. Christy and Charles explain the types of qualities that DSOs and PE firms look for, while also while also illustrating both the opportunity and risks of the corp…
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In the eighth and final episode of the Distributed Energy For People & The Planet series, we are joined by Henok Assefa - Founder and Managing Partner at PRECISE, and Dr. Paul Yillia - COO and Technical Advisor, TENN to find out how policy design and finance go hand-hand in ensuring that farmers in rural communities can afford their energy needs fo…
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From navigating a three-doctor partnership, a child’s health diagnosis, busy schedules and much more, pediatric dentist Dr. Michelle Decere had to figure out what works and what doesn’t to keep the wheels moving. In this episode, she shares her story and shows that sometimes the keys to a fulfilling lifestyle are leveraging your support system, set…
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In the seventh episode of the Distributed Energy For People & The Planet series, we are joined by Anshul Ojha - Founder and Principal anchor for the Desert Resource Center, and Ralph Roothaert - Principal Investigator of – Veggies 4 Planet & People (V4P&P) Project and Country Director – of Kenya Eastern and Southern Africa. This series is hosted by…
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In this episode, we discuss the intricacies of the landmark $10M partnership between Crossboundary Access (CBA) and Mobile Power–a partnership that promises to unlock energy access for over 300,000 people within Nigeria. CrossBoundary is an investment firm focused on unlocking capital for sustainable growth and strong returns in underserved markets…
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Send us a text In part two of our Energy Transition Talks conversation with Eurelectric’s Secretary General Kristian Ruby, CGI experts Peter Warren and Tom van der Leest dive deeper into key opportunities, challenges and drivers of the energy transition discussed in part one. In this second instalment, they explore the necessity and complexity of r…
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Dr. Christy Marcello is the only female specialist dual trained in pediatric dentistry and orthodontics in the state of Louisiana. And as a practice owner, wife and mom, she understands the weight and stress that many women endure as they seek perfection. Tune in to hear her story and how she strives to be not the best, but rather be the best versi…
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Send us a text In the latest episode of our Energy Transition Talks, Peter Warren sits down with Eurelectric’s Secretary General Kristian Ruby and CGI’s Tom van der Leest for part one of a discussion on key trends and new business models in the energy market. Specifically, they examine the growing role of everyday individuals in the energy system, …
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