Independent guidance for dentists buying a practice.
Every conversation, analysis, and recommendation is built around your decision — not someone else’s deal. Whether you’re just starting to look or you’re getting close to an LOI, there’s a clear way to work together.
Start with a free consultation
Book a 20-minute call. We’ll talk through where you are in your journey, what you’re considering, and what the right next step looks like. You’ll leave with honest, experienced advice — no pressure, no pitch.
Two ways to work together
Deep Dive Working Analysis — $2,500
An independent read on the numbers before you commit.
Best for: Buyers evaluating one or more specific practices who want clarity on cash flow, offer range, and risk before making a move.
Includes:
- Financial analysis on up to three target practices using the Practice Purchase Analysis Tool
- Weighted collections and weighted EBITDA read on each
- Best-case and worst-case framing based on the data
- Owner cash-flow analysis and practical lending commentary
- A written Practice Analysis Memo for each practice reviewed
- A 30-minute review call focused on whether to pursue, and at what offer range
Not included:
- Due diligence management or document chase
- Direct coordination with attorneys, lenders, or CPAs
- LOI or purchase agreement drafting
- Post-close transition support
Flagship Buyer Representation — $9,500
Hands-on representation from analysis through closing.
Best for: Buyers who want a single advisor steering the full purchase — from the first look at the numbers through the day the deal closes.
Includes:
- Everything in the Deep Dive Working Analysis (up to three practices)
- Offer-range strategy and guidance on major LOI business terms — price, working capital, contingencies, risk posture
- Coordination of your attorney, CPA, and lender through pre-LOI and LOI
- AI-assisted due diligence workflow after LOI — document request lists, task tracking, first-pass document summaries, and a final red/yellow/green due diligence report under human review
- Credentialing and administrative transition checklists
- A 90-day post-close rollout plan covering staff, patients, hygiene and recall stability, and early operations
- Scheduled post-close advisory calls during the transition window
Not included:
- Legal advice or document drafting (your attorney owns that)
- Tax advice or accounting services beyond transaction-oriented financial interpretation
- Nationwide practice sourcing or mass outreach as part of the base package
How the Flagship fee works
$2,500 due at engagement. $7,000 due only at closing.
Whether you start with a Deep Dive and upgrade, or engage the Flagship directly, the structure is the same: the first $2,500 covers the analysis phase and is due upfront. The remaining $7,000 is contingent on the deal actually closing. If a deal doesn’t close, you don’t owe the balance.
This keeps our incentives aligned with yours — we get paid the analysis fee for the work we do upfront, and the full engagement fee only when you actually own the practice.
Why buyer-aligned advisory matters
Most dental brokerages represent the seller, the buyer, or both — and they get paid when a deal closes. That creates a natural pull toward any deal closing.
Our advisory relationship is with you.
- No dual agency. We’re not pitching a practice we also represent on the sell side.
- The deal can be “no.” Walking away from the wrong practice is a successful outcome, not a lost commission.
- Decision support, not deal pressure. The goal is a better decision with better information — not a faster signature.
Ready to talk?
Every engagement starts with a call — I don’t take on a buyer without understanding the specific situation first.
20 minutes. No cost. No pressure.