James L. Dunn, Jr., established the firm in 1987 after graduating from law school to provide a comprehensive service to Texas dentists. Mr. Dunn brings a wealth of experience in all aspects of the dental practice process, from valuation to closing as both a CPA and attorney. He brings to each transaction the experience gained from personally closing over 300 transactions in Texas. Mr. Dunn knows well the rewards and risks associated with these unique dental practice transactions. He and his team provide the necessary experience to provide a smooth transaction and transition process.

 

Professional Experience

DDR Dental Trust, Houston, TX (2009 to Present)
Founder

DDR Dental Trust began in the late 1970’s and was formed as a support organization to dentists around Texas. Over its 30 year history, the Dental Trust has assisted over 1,100 dental practices with practice continuation and practice transition (including associate placement and practice sale).  

Pentegra Dental Group, Inc. (Healthcare)
Vice President, Chief Development Officer – Acquisitions (1998 to 2000)

*   Member of a road-show team that successfully consummated an IPO and simultaneous merger of fifty businesses in unique rollup transaction.
*   Led the corporate development group that was responsible for external growth by acquisition including the identification, valuation, negotiation and closing of over 101 dental practices with individual revenues between $1mm and $5mm
*   Grew the company to over $75mm in gross practice revenue.
*   Crafted valuation models yielding accretive acquisitions that used a mixture of cash common stock, and notes as consideration as market conditions changed. 

 

L. Dunn & Associates, P.C., Houston, TX 1987 – 1997
President & Principal Shareholder

*   Represented dentists in the valuation and sale of dental practices across Texas.
*   Prosecuted commercial and consumer lawsuits on behalf of corporations and individuals obtaining awards from $10,000 to $1 Million.
Unique UCC and secured transactional experience from enforcement of security interests and judgments as well as representation of creditors and debtors in Federal Bankruptcy courts.
*   General ERISA practice drafting, submitting, and obtaining approval of 401(k), profit sharing, and Employee Stock Ownership Plans.
*   Assisted large estate clients with net assets between $3 and $20 Million. Drafted and implemented tax planned wills and trusts to provide tax and non-tax benefits.

 

Education

DDR Dental Trust, Houston, TX (2009 to Present)
Administrator & In-house Counsel

*   Southern Methodist University, Dedman School of Law – Juris Doctor, May 1987

*   Texas A & M University, Bachelor of Business Administration – Accounting, May 1984 

Licensing / Organizations

*   Texas State Board of Public Accountancy
*   Texas State Bar
*   U.S. Dist Ct & Ct of Appeals
*   Principal’s Securities License (1980-98)
*   Life & Health Insurance (1980-98)
*   Texas Society of CPA’s
*   Association for Corporate Growth
*   West Houston Rotary Club (Former member / Past President 1991-92)
*   Texas Medical Disclosure Panel, Texas Department of Health (Former Member 1995-98)
*   Tealwood HOA (2010 President)
 

 

Presentations & Publications

*   Associate Agreements – Pitfalls & Pearls, Texas Dental Association Annual Session, May, 1996.
*   Malpractice and Informed Consent, Greater Houston Dental Meeting, April, 1995.
*   To Sue or Not To Sue . . . Collection Efforts That Result in Malpractice Lawsuits, I D Consultants seminar, 1994.
*   The Texas Deceptive Trade Practices Consumer Protection Act., Greater Houston Dental Meeting, 1994.
*   Independent Contract vs. Employee Status, Surviving the 90′s by Trahan Horizons, 1993