Speaking Engagements

NDP's Christy Ratcliff is busy this month leading webinars for dental students at colleges across the country.

Charles Loretto spreads the message of ownership to students and residents across the country.

The NDP team travels the country (virtually and physically) spreading their transition knowledge!

At NDP we believe education is the key to navigating the path to and from ownership and know the delivery of that education to the right audience at the right time is critical!

Our team is experienced at delivering a tailored, customized message in an engaging and interactive format. Topics range from the basics of why ownership is critical, the basics of valuation, how to maximize ownership, how to transition out the “right” way and tips and tricks on how to handle the many financial decisions you will have along the way. Our team speaks nationally country to groups big and small with an enthusiastic delivery and a focus on educating, lifting up and continuing the success of the dental profession and those in it! Contact us today to book your teams next educational opportunity!

Contact Us

Our most popular speaking topics include:

Financial Decisions

Learn proven formulas behind building wealth and determine and how you’re tracking on the path to financial freedom.

How To Make Your Practice Work For You

This lecture is focused on helping audience members understand the importance of professional and personal goals and how to make their biggest asset, their practice, work for them instead of them working for it!

Why You MUST Own!

This high-energy lecture will leave you fired up and crystal clear on why ownership is the way to go. We’ll weigh the risks, consider debt, evaluate ownership options and illuminate the path to long-term personal and financial success.

For Practice Purchase Fundamentals

This course focuses on what to look for in a practice opportunity to the basic building blocks of the transition, valuation and diligence process, this course covers it all to ensure the biggest financial decision you will make is an educated one!

Valuation 101

This course focuses on what to look for in a practice opportunity to the basic building blocks of the transition, valuation and diligence process, this course covers it all to ensure the biggest financial decision you will make is an educated one!

How to Realize the Value of A Dental Practice

In this course, we demystify the math behind the valuation and identify the various intrinsic, financial and opportunistic values that exist in your practice. All of which are essential to understand in transitioning your business!


Charles Loretto

Charles is a partner of both CWA and NDP. He joined CWA in 2001 and became partner in 2016. He plays a critical role in growing CWA’s client base as the Director of New Client Services. Charles founded National Dental Placements in 2005 with the goal of helping young buyers get into ownership. He uses his insight and experience from almost two decades in the dental industry and his passion for ownership to help diagnose the financial support dentists need and/or the transition plan that fits them best so they can work to achieve their financial goals.

He regularly speaks to dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings. Since 2004, Charles has presented to over 30,000 dentists and 51 dental schools and program. He is a published author, and co-host of the top-ranking dental podcast, Transition Talk.

He is married to Roxane, they love being in the mountains of Colorado or the beaches of Mexico and between them they have four children.

Christy Ratcliff, CPA, CVA

Christy joined NDP in 2014 to lead the valuation and consulting service lines and became a partner of NDP in 2019. She graduated from Texas A&M University in College Station, Texas with a B.B.A and M.S. in Accounting and is a Certified Public Accountant and a Certified Valuation Analyst.

She loves working with dentists as they look to transition into or out of private practice ownership and believes education about the financial aspects of the many decisions surrounding ownership is a critical component of a transition. She is passionate about education and speaks nationally to dental students, residents, and established dentist on practice ownership, valuation and the dental transition process. She enjoys breaking down the subjects into easily digestible pieces based on the topic and audience and is the co-host of the popular Transition Talk podcast!

She has two daughters, Lila and Bryn with her husband Chris. When not talking about dental transitions, she enjoys good coffee, good wine and good friends!

Inquire about a speaking engagement