Start with a discovery call. We will help you assess your goals, financial readiness, and ideal practice profile. You do not need to have everything figured out; we will help you build a roadmap.
Production is what has been billed, while collections are what the practice actually receives after insurance adjustments and patient payments. It is important to understand this difference when evaluating your income potential, as associates typically earn a percentage of collections.
Most dental-specific lenders offer 100% financing for the practice. If you are also purchasing real estate, you should expect to put down 10%–20% on the building. We will assist you in structuring the financing and finding the right lender.
A good practice often has over 2,000 active patients, 5 or more operatories, and a net income of 40% or more. Other metrics to look for include a cost per patient of $300–$500 and strong hygiene flow with seller support. We evaluate all of these metrics when reviewing a practice.
We will guide you through the financial due diligence process, which includes addbacks, P&L review, and active patient verification. We help you get a clear picture of the practice’s finances rather than just taking the seller’s word for it.
Goodwill is the patient trust, staff loyalty, and community reputation of a practice, and it can account for 80–90% of its total value. Without a proper transfer of goodwill, such as a patient letter and seller endorsement, a profitable practice can quickly decline.
Your core team should include a dental-specific attorney, a dental CPA, a practice broker, an insurance agent, and a lender. We can connect you with trusted partners in each of these categories.
Yes, we often work with sellers who prefer “quiet listings”. If you provide us with your target location and criteria, we can use our internal network to identify hidden opportunities for you.
That is completely fine. We work with many buyers who are preparing 6–24 months in advance. The sooner we connect, the better we can prepare you financially and strategically.
We perform a detailed valuation that includes an income-based analysis, addback normalization, market comps, and a cost-per-patient metric. This process helps uncover the real cash flow that buyers and banks use to assess value.
No. We operate under strict confidentiality protocols. All prospective buyers are pre-screened and required to sign a Non-Disclosure Agreement (NDA) before receiving any practice details.
Goodwill is the trust and loyalty of your patients and staff. It accounts for up to 90% of your practice’s value. We coach both seller and buyer through a strategic handoff that includes co-signed letters, in-person introductions, and a structured transition period to preserve that goodwill.
Most transitions take between 4 to 7 months, depending on deal complexity, financing approval, and the transition timeline agreed upon. We guide you through every step to keep the deal on track.
In most cases, yes, but only temporarily. A 90–120 day transition period is typical to ensure staff and patient retention. We’ll help structure that timeline to fit your lifestyle and the buyer’s needs..
We typically request the last two years of tax returns, Profit & Loss (P&L) statements, production by provider reports, active patient count from the last 18 months, and a current lease if available.
Most valuations are completed within 10–14 business days once all documents are received.
Yes. We provide a roadmap based on your financials that outlines what steps to take over the next 6–18 months to improve practice value before listing
Yes. Our reports include the metrics lenders care most about, such as EBITDA, DSCR, and normalized cash flow, making it easier to secure financing for buyers.
We offer both complimentary preliminary valuations and comprehensive, bank-ready reports depending on your timeline and goals. You can schedule a discovery call to determine the best fit for your needs.
Whether you are ready to buy, sell, or simply want to know the value of your practice, our team is here to help you get it right. Schedule a complimentary discovery call with us to get started.
