Understand the opportunity before you commit.
A dental practice’s asking price tells you what the seller wants. It does not tell you what the practice can support—or whether it makes sense for you.
Deep Dive Analysis provides an independent financial and practice-price analysis of up to three practices you are considering. Get a clearer view of cash flow, a grounded offer range, and the risks and unanswered questions that deserve attention before moving forward.
The engagement includes a written analysis memo for each practice reviewed and a 30-minute review call.
Fee: $2,500.
A better foundation for a major decision.
Buying a practice means taking on more than its revenue. You are stepping into its staffing structure, operating costs, patient relationships, clinical demands, and financial obligations.
Deep Dive Analysis helps you understand how those pieces fit together. It is designed for buyers who want more than a quick opinion but do not yet need full transaction support.
You may be comparing several opportunities, preparing to make an offer, or deciding whether one particular practice deserves further investigation.
The goal is not to make an opportunity look attractive. It is to help you decide whether—and on what terms—it is worth pursuing.
What you receive
Independent practice-price analysis
A reasoned price range based on the practice information available, using weighted collections and weighted earnings before interest, taxes, depreciation, and amortization (EBITDA) approaches where appropriate.
We examine the assumptions behind the asking price rather than treating a market average or seller-provided figure as the answer.
Owner cash-flow analysis
A practical look at what the practice may support after operating costs and acquisition debt payments, with attention to your expected clinical role and the assumptions used.
The analysis helps distinguish practice earnings, compensation for your clinical work, and the financial obligations of ownership.
Risk flags and unanswered questions
Identification of issues that could materially affect price, affordability, transition difficulty, or operating performance.
Some findings may call for better information. Others may warrant a change in your offer, specialist review, or a decision not to proceed.
A written memo for each practice
A Practice Analysis Memo summarizing the financial picture, significant assumptions, price considerations, material risks, and questions to resolve.
You can share the memo with your lender, CPA, and attorney to support further discussion.
A 30-minute review call
A focused conversation to walk through the findings, discuss the opportunities reviewed, and consider whether to pursue them—and at what offer range.
What we examine
The analysis uses the financial and practice information available from the seller or listing representative. Depending on the opportunity, that may include historical financial statements, production and collections reports, procedure mix, staffing information, and lease details.
Revenue and collections
How the practice generates revenue, how production converts into collections, and whether results depend heavily on particular procedures, providers, or payers.
Overhead and adjustments
Which expenses reflect ongoing operations, which adjustments are supportable, and which costs may change under new ownership.
Owner compensation and clinical production
How much of the practice’s performance depends on the seller’s work—and what that means for your expected clinical role, compensation, and available cash flow.
Financing assumptions
How the purchase price and financing assumptions affect projected debt payments and owner cash flow.
This is practical lending commentary, not financing approval or a commitment from a lender.
Lease and location considerations
Available information about rent, remaining term, renewal options, and other business considerations that may affect the acquisition.
Your attorney remains responsible for legal interpretation and lease review.
Asking price and offer considerations
How the asking price compares with the financial picture, what assumptions drive the analysis, and which uncertainties should influence your offer posture.
Compare opportunities—not just asking prices.
A lower-priced practice is not necessarily the more affordable purchase. A higher-producing practice is not necessarily the stronger opportunity.
Reviewing up to three practices gives you a way to compare their financial demands, operating characteristics, and unresolved risks using a consistent approach.
The result is a clearer basis for deciding where to focus your time, further diligence, and professional fees.
What Deep Dive Analysis does not include
Deep Dive is a focused decision-support engagement—not full due diligence or management of your purchase.
It does not include:
- Ongoing transaction coordination with the seller, broker, attorney, CPA, or lender.
- Detailed post-LOI due diligence management.
- Legal advice, document drafting, or legal review.
- Tax advice, an audit, or independent verification of all seller-provided information.
- Financing approval or a guarantee of loan availability.
- Post-closing transition support or practice management.
The findings depend on the completeness and reliability of the information available. Missing or conflicting information will be identified rather than treated as established fact.
This is buyer-side working analysis—not a formal appraisal or a guarantee of future performance.
How the engagement works
1. Start with an introductory call
We discuss your goals, the practices you are considering, and whether Deep Dive Analysis fits your needs.
The 20-minute introductory call is for fit and scope—not a review of financial documents or a free practice analysis.
2. Confirm the engagement
Before work begins, we confirm the scope, fee, and information needed.
The $2,500 engagement fee covers analysis of up to three target practices, a written memo for each practice reviewed, and a 30-minute review call.
3. Review the available information
Corey examines the financial and practice information, develops the analysis, and identifies material assumptions, gaps, and questions.
4. Discuss the findings
You receive the written analysis and use the review call to discuss what the findings mean for your decision.
You may decide to pursue an opportunity, seek more information, reconsider your offer, or walk away.
Continue on your own—or add broader support.
Deep Dive Analysis is a self-contained engagement. You can use the findings and continue with your existing professional team.
If you want help with offer strategy, organized due diligence, transaction coordination, and early transition planning, you can move into Full Buyer Representation.
The $2,500 Deep Dive fee applies toward the total $9,500 Full Buyer Representation engagement fee. The remaining $7,000 is payable only if the purchase closes.
There is no requirement to continue into full representation.
Experienced judgment on your side.
Practice Directions is led by Corey Young, a former practicing dentist, dental practice broker, and Certified Valuation Analyst.
Corey combines an understanding of dental operations with financial analysis to help you evaluate not just what a practice earns, but what owning it could mean for you.
The advisory relationship is with the buyer. We do not represent both buyer and seller in the same transaction, and the advisory fee does not increase with the purchase price.
Have a practice—or a few—in mind?
Start with a 20-minute introductory call to discuss where you are, what you are considering, and whether Deep Dive Analysis is the right next step.