Most dentists don’t know what their practice is truly worth. Many rely on outdated formulas, inflated expectations, or incomplete data. We solve this by delivering a transparent, metrics-driven valuation that reflects real market value. Whether you’re preparing to sell, buy, or merge, knowing the true value of your practice is the first step toward smart, confident decision-making.
Complimentary call to understand your goals and valuation needs.
Analyze P&Ls, tax returns, and calculate adjusted EBITDA.
Review production reports, verify patient and cost metrics, and compare to market standards.
Benchmark overall performance and provide strategies to boost future value.
We begin with a complimentary discovery call to evaluate your readiness and goals. We will help you develop a roadmap, even if you do not have all the details figured out yet.
We conduct a thorough analysis using two or more years of P&L statements, tax returns, and production reports. We also provide an adjusted EBITDA calculation to give you a true sense of the practice’s cash flow and highlight potential risks or concerns lenders may have.
We verify your active patient count and cost-per-patient to gauge market value.
We verify your active patient count and cost-per-patient to gauge market value.
Every valuation comes with a scorecard that benchmarks your practice against industry standards and outlines a clear roadmap to boost its future value—even if you’re not ready to sell yet.
My friend Dan, known in school as “Billion Dollar Dan” for his big dreams, built a thriving career and five suburban offices—but when it came time to sell, he hit a wall. After two years of failed attempts with corporate groups changing terms and individual dentists unable to finance his asking price, he turned to me. With TransitionOne’s valuation services, we reframed the story—normalizing earnings to show true profitability, spotlighting his strong patient base and hygiene revenue, and highlighting goodwill and scalability. Armed with a sharper financial presentation, we targeted serious, well-funded buyers, and within 180 days the practices sold. He didn’t just need a buyer, he needed the right valuation and the right story to unlock his practices’ true worth.
“I thought my practice was worth $1 million. Chris showed me why the real value was $1.3 million and backed it up with data I could take to the bank. His valuation helped me sell with confidence and avoid leaving six figures on the table.”
Dr. Lena M
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’re preparing to buy, sell, or want to understand your practice’s true value, our team is here to guide you every step of the way. Schedule a complimentary discovery call to get started.
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