Buying a California dental practice is a major investment, and the right approach ensures long-term success.
We are here to support that process, from identifying the best opportunities to responding to your questions in a transparent manner that help you evaluate and finalize your purchase leading to a smooth transition into ownership.
Get expert guidance and help navigating the buying process.
A successful practice purchase starts with the right information and preparation.
Here’s what to expect:
What makes a practice a good fit?
• Consider location, patient base, financials, facility and equipment.
• Assess practice performance and growth potential.
• Evaluate staffing and existing operations.
How do you get prequalified for a practice loan?
• Work with lenders who specialize in dental practice financing.
• Determine the loan amount and terms that fit your needs.
• Strengthen your offer with financing pre-approval.
What financial and operational data should you examine?
• Sign an NDA to access financial reports and practice data.
• Review tax returns, production reports, and overhead costs.
• Understand the practice’s procedure mix and if it’s a match for you.
What should you look for during a site visit?
• Assess equipment condition and office layout.
• Meet the seller and ask questions about their staff, patients, and procedures.
How do you submit a strong offer?
• Structure an offer that aligns with the practice’s value and your financial goals.
• Prequalify for a loan with a reputable lender.
• Present terms that cover transition timelines, seller involvement, and non-compete details.
What happens after the Offer is accepted?
• Draft and finalize purchase contract.
• Complete due diligence through an equipment inspection and chart audit.
• Finalize office lease.
• Secure loan funding.
• Plan for patient and staff communication including employment agreements.
• Work with the seller for a smooth transition.
Ready to move forward?
Submit your buyer’s profile to help us match you with the right opportunities and streamline the practice purchase process.
Schedule a no-obligation consultation call with our dental practice transition experts.
We understand this is a significant decision. We’re here to answer your questions, guide you through the purchase process, and set you up for long-term success.
