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Maximize Your Practice’s Value and Transition on Your Terms

Expert Guidance to Navigate Your Dental Transition with Confidence

When you’re ready to take the next step in your career – whether selling, buying, considering a DSO, bringing on a partner, merging with a colleague, or simply pre-positioning your practice for sale– you deserve to work with professionals who are the best at what they do.

Our transition team specializes in guiding dentists and specialists through complex transitions with ease, and we’ll ensure your practice value is maximized. With decades of experience, we understand the dental industry’s unique landscape and the challenges that can arise. We offer personalized transition services with your best interests in mind.

You’ve worked hard to build a practice that has become one of your largest income-producing assets. You spent long hours assembling the optimal team, carefully cultivating a loyal patient base, developing fruitful relationships with your referral sources, and so much more—so put your transition in the hands of people you can trust!

Contact our team today to discuss your goals, and take the first step toward a seamless transition.

Expert-Led Transitions: Selling, Buying, and Expanding Made Easy

Every dental practice transition is unique, and we’ve guided thousands of doctors through successful sales, acquisitions, and partnerships tailored to their goals . From valuations to negotiations, our expertise will ensure a smooth, strategic transition. No matter the path you’re embarking on with your practice, we have the experience and knowledge to help you succeed.

Adding a Partner

When you’re considering a partnership, it’s imperative that you have an experienced advisor on your side to help ensure the process is seamless and the end result is mutually beneficial. We’ll help you structure a formal agreement and strategically plan your partnership pathway so your equity and long-term goals are protected.

Let us help you navigate the complexities of forming a partnership that could help maximize your returns, improve your operations, and prepare you for a prosperous future.

Considering a DSO

With so much misinformation about DSOs circulating, it’s important to have a comprehensive, unique, and unbiased look at what you’re truly being offered. DSOs are an excellent option for many practice owners. However, it has also proven to be the wrong decision for many more. We help you weigh the pros and cons objectively and negotiate terms that protect YOUR interests.

Selling a Dental Practice

When it’s time to sell your practice, we handle the entire process, from delivering a detailed, market-based valuation to finding qualified buyers and negotiating on your behalf. Our goal is to maximize the value of your practice, protect your legacy, and help you walk away with the best possible outcome.

Buying a Dental Practice

If you’re a dentist who is ready to take the leap into ownership, we’re here to help you find the right opportunity, not just the right price. We work with dentists who have identified a specific practice they’re interested in purchasing and want guidance through the valuation and purchase process. Our role is to help you make an informed decision and navigate each step with clarity and confidence.Gain peace of mind with our full buyer representation including appraisal reviews, cash flow projections, tax strategies, and more.

Understanding What Your Practice is Worth

Your practice may be worth more than you think. We take the time to walk you through what really drives value—like collections, overhead, patient mix, referral patterns, and even local market trends. You’ll get more than just a number; you’ll get a clear picture of how buyers and lenders view your practice, and why. Whether you’re thinking about selling soon or just planning ahead, we’ll help you understand where your practice stands and what that means for your future.

See Why Dentists and Specialists Trust Us With Their Financial Future

Ready To Plan Your Ideal Transition?

Whether you’re exploring your options or ready to make a move, our team is here to help you transition with confidence. Schedule a complimentary consultation with one of our expert Transition Advisors – no pressure, no obligation.

We’ll help ensure a smooth transition by aligning your deal with Tax & Business Planning and Legal Structuring, so every piece works together.