The decision to sell your practice marks a significant milestone, and the right strategy ensures a smooth, successful transition for you, your staff, and your patients.
With over 25 years of financial and transition experience, we help you maximize value, attract qualified buyers, and navigate every step of the process.
A strong dental practice sale starts with preparation.
Any individual or corporate buyer assesses risk through financial statements, operational history, and growth potential. We guide you through this process, ensuring your practice is positioned for the best outcome.
Our proactive, strategic approach results in a faster sale, fewer obstacles, and a smooth transition for you, your staff, and your patients.
A detailed valuation identifies strengths and potential concerns upfront.
Our marketing strategy safeguards confidentiality while reaching serious buyers.
We help structure fair deals that protect your financial interests and set the buyer up for success.
Let’s discuss your goals and how to maximize your practice’s value.
Let’s discuss your goals and how to maximize your practice’s value.
Your first step is a conversation about your goals so we can create a roadmap to achieve them. We take the time to understand your aspirations, priorities, and what makes you tick, then use these insights to craft your personalized transition strategy.
We conduct a meticulous, objective, and transparent evaluation of your practice financials, patient base, insurance contracts, technology, office space, and other factors to determine the market value of your practice and eliminate hidden obstacles that could otherwise impede the sale. This also serves as the foundation for your practice prospectus, a marketing tool that attracts serious buyers.
With a strategy in place, we market your practice to a wide pool of potential buyers. We’ll only connect you with genuinely interested and qualified buyers.
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When offers come in, we guide you through the negotiation, relentlessly focusing on your vision, financial goals, and transition preferences. We foster open and transparent discussions between both parties, keeping the process collaborative and laying the foundation for trust and lasting relationships.
Once the deal is finalized, we help you navigate the home stretch with all parties—lenders, buyers, attorneys, buyer consultants, landlords, and accountants—to ensure a seamless closing process. We anticipate potential challenges, gather necessary documentation, and provide guidance so you can move through the closing process with confidence.
A successful transition doesn’t end at closing. Whether your transition period is brief or extensive, we remain by your side to ensure a seamless handoff for your staff and patients. You’ll receive a customized post-closing checklist covering critical details like access to software, transfer of service agreements, and any specific transition commitments outlined in your agreement. No detail is overlooked — your legacy and the future of your practice are safeguarded with precision and care.
Notifications sent to our extensive network via social media and qualified listing websites.
Personal messages sent to relevant prospects in our network.
Each prospective buyer signs an NDA and undergoes financial pre-qualification to ensure only serious inquiries move forward.
We coordinate and co-host office visits, allowing potential buyers to assess the practice while ensuring a smooth experience for all parties.
Whether you’d like to sell your dental practice soon or you’re starting to consider your options, we’re here to answer your questions and help you prepare.
