Independent guidance for dentists buying a practice.
Buying a dental practice is a major step toward independent ownership—and a complicated financial and professional decision. Understanding the asking price is only the beginning. Cash flow, staffing, financing, the lease, and the terms of the transaction all affect what you are actually buying.
Practice Directions helps you evaluate those pieces together, understand the risks, and make an informed decision. Whether you are comparing opportunities or preparing to move toward an offer, there is a clear way to work together.
Start with a 20-minute introductory call.
We’ll discuss your goals, where you are in the buying process, and any practice you are considering. The purpose is to determine whether Practice Directions is a good fit and which level of support makes sense.
This introductory call is not a financial analysis or review of practice documents. If a deeper review is appropriate, we’ll explain the scope and fee before work begins.
Choose the support that fits your decision.
Some buyers need an independent analysis before deciding which opportunity to pursue. Others want experienced buyer-side guidance as they move through an acquisition.
Practice Directions offers two ways to work together.
Deep Dive Analysis — $2,500
Understand the opportunities before deciding where to commit.
An independent financial and practice-price analysis of up to three target practices. Designed for buyers who want a clearer view of cash flow, a reasonable offer range, and the risks or unanswered questions that deserve attention before moving forward.
Full Buyer Representation — $9,500
Experienced buyer-side guidance from practice evaluation through closing and early ownership.
For buyers who want analysis, offer strategy, organized due diligence, and practical coordination as the transaction progresses. Corey helps you understand the issues, prioritize decisions, and work effectively with your attorney, CPA, and lender.
Deep Dive Analysis
A clearer picture before you move forward.
A practice can look attractive in a listing and feel very different once you examine the financial assumptions, staffing, operating costs, and financing implications.
Deep Dive Analysis gives you an independent review of up to three practices using a structured, dental-specific analysis process. It helps you compare opportunities and decide where further investigation—and your time and money—are justified.
What’s included
- Review of available financial statements and relevant practice information for up to three target practices.
- Analysis of cash flow, material adjustments, and assumptions affecting the financial picture.
- Practice-price and offer-range considerations based on the information available.
- Identification of significant risks, missing information, and questions requiring further investigation.
- A written analysis memo for each practice reviewed.
- A 30-minute review call to discuss the findings and next steps.
What it helps you decide
- Is this opportunity worth pursuing?
- What might ownership look like financially?
- Which assumptions deserve closer scrutiny?
- What should you clarify before making an offer or committing to further diligence?
- How do the opportunities compare?
What’s not included
Deep Dive Analysis is not full due diligence or transaction management. It does not include ongoing coordination with the seller and professional team, legal drafting or review, or post-closing support.
The analysis depends on the information available. It does not independently verify every seller representation or replace legal advice, tax advice, or lender underwriting.
Fee
$2,500 at engagement.
If you move into Full Buyer Representation, that $2,500 applies toward the total $9,500 engagement fee.
Full Buyer Representation
Experienced guidance as the purchase becomes real.
Once an opportunity moves toward an offer, the questions become more connected. A financial concern may affect your offer. A lease issue may change the feasibility of the purchase. A staffing problem may alter both the economics and your transition plan.
Full Buyer Representation combines practice analysis with buyer-side strategy, structured due diligence, and practical coordination. You retain the decisions, supported by a clearer understanding of the trade-offs.
Practice evaluation and offer strategy
- Deep Dive analysis of up to three target practices.
- Guidance on practice price, affordability, and the business assumptions behind an offer.
- Help identifying issues to address in your offer and letter of intent (LOI).
- Coordination with your attorney on business questions that need to be reflected in legal documents.
Your attorney remains responsible for legal advice and drafting.
Structured due diligence
After the LOI, the focus shifts from an initial assessment to a more detailed understanding of the practice and transaction.
Support includes:
- Organized document-request lists and follow-up tracking.
- Review of financial, operational, and practice information within the engagement scope.
- Identification of material inconsistencies, unresolved questions, and issues requiring specialist review.
- A reviewed summary of material findings and unresolved questions.
- Help prioritizing matters that may require clarification, renegotiation, or reconsideration.
AI-assisted tools may help organize and summarize information. Corey reviews the work and retains responsibility for the advisory conclusions.
Practical coordination
Buying a practice involves multiple professionals whose work overlaps but serves different purposes.
Corey helps you keep the business questions organized and communicate with your attorney, CPA, lender, and other involved professionals. The goal is clearer decisions and fewer loose ends—not replacing those professionals or taking control of their work.
Early transition planning
Support includes a practical first-90-days transition plan, credentialing and administrative checklists, and scheduled advisory calls within the agreed engagement scope.
Planning may address priorities such as staff communication, operational continuity, and the administrative work associated with taking ownership.
You and your service providers remain responsible for implementation. This is bounded advisory support, not an ongoing practice-management engagement.
What remains outside the engagement
Full Buyer Representation does not replace:
- Legal advice or document drafting.
- Accounting or tax advice.
- Lender underwriting or financing approval.
- Specialist inspections or other professional reviews.
- Your responsibility for final purchase and ownership decisions.
The engagement agreement defines the deliverables, responsibilities, and limits of the work before we begin.
How the fee works
The total Full Buyer Representation fee is $9,500:
- $2,500 at engagement.
- $7,000 only if the purchase closes.
If you begin with Deep Dive Analysis and move into Full Buyer Representation, the initial $2,500 applies toward the total engagement fee.
If the purchase does not close, the closing-contingent balance is not due.
The fee does not increase with the practice purchase price. Part of our compensation depends on closing, but our responsibility is to help you make an informed decision—including recommending that you stop when the risks or terms do not make sense.
Know who is advising whom.
In a practice purchase, the listing broker generally works for the seller. Your attorney, CPA, and lender each have important responsibilities, but their roles are different from ongoing buyer-side decision support.
Practice Directions’ advisory relationship is with you.
No dual agency
We do not represent both buyer and seller in the same transaction. Practice Directions also offers separate owner-facing listing services; those services do not create a buyer-advisory relationship for someone inquiring about a listing.
Clear compensation
You know the engagement fee and when it is payable. Your advisory fee does not rise with the practice purchase price.
Room to say no
An opportunity can be financially workable and still be the wrong practice for you. The purpose of the work is to support your decision—not make every opportunity fit.
Practical coordination
We help connect the financial, operational, and transaction questions while your other professionals remain responsible for their respective areas.
A practical understanding of dentistry—and ownership.
Practice Directions is led by Corey Young, a former practicing dentist, dental practice broker, and Certified Valuation Analyst.
Corey combines firsthand knowledge of dental operations with financial analysis and an organized acquisition process. The focus is not simply what a practice looks like on paper, but what buying it could mean for your clinical work, financial obligations, team, and ownership goals.
Supporting informed buyers is one way Practice Directions works toward a broader mission: helping private dental practice thrive.
Start with where you are.
You do not need to have every question answered before getting in touch. You may be comparing practices, considering your first offer, or deciding whether a particular opportunity deserves closer attention.
A 20-minute introductory call will help us determine whether Practice Directions is a fit and which service makes sense for your stage.