Experienced guidance from practice evaluation to early ownership.
Buying a dental practice requires more than understanding the financial statements. As the transaction progresses, financial assumptions, legal terms, financing, staffing, and transition decisions become increasingly connected.
Full Buyer Representation gives you experienced buyer-side guidance through that process—helping you understand the issues, prioritize decisions, and work effectively with your attorney, CPA, and lender.
You retain the decisions. Corey provides analysis, practical judgment, and organized follow-through.
Total engagement fee: $9,500—$2,500 at engagement and $7,000 only if the purchase closes.
Support for the decisions—and the work between them.
An acquisition rarely moves forward in a straight line. New information raises questions. Financing assumptions change. A lease provision or staffing concern can affect whether the original offer still makes sense.
Full Buyer Representation helps you keep the whole picture in view rather than addressing each issue in isolation.
This engagement is designed for buyers who want:
- Independent analysis before committing to an opportunity.
- A reasoned approach to price, offer structure, and business terms.
- Organized due diligence and follow-through on unresolved questions.
- Practical coordination with their professional team.
- A clearer plan for the transition into ownership.
The goal is not simply to get a transaction closed. It is to help you make an informed purchase decision and prepare for what comes next.
What’s included
Practice evaluation and financial analysis
The engagement includes Deep Dive Analysis of up to three target practices.
We examine available financial and practice information to help you understand:
- Revenue, collections, and operating costs.
- Owner compensation and the seller’s clinical contribution.
- Material adjustments and assumptions.
- Acquisition debt payments and potential owner cash flow.
- Practice-price considerations and a reasonable offer range.
- Significant risks, missing information, and questions requiring further investigation.
You receive a written analysis memo for each practice reviewed. The findings provide a foundation for deciding which opportunity to pursue and how to approach it.
Offer and letter-of-intent strategy
If you decide to pursue a practice, Corey helps translate the analysis into a practical offer approach.
That may include discussion of:
- Price and the assumptions supporting it.
- Business structure and payment considerations.
- Financing and due diligence contingencies.
- Timing and transition expectations.
- Issues that should be addressed before moving further.
Corey works with your attorney on business questions that need to be reflected in the letter of intent (LOI) and later agreements. Your attorney remains responsible for legal advice and drafting.
Structured due diligence
After the LOI, the work becomes more detailed. The objective is to test the assumptions behind the proposed purchase and identify issues that could affect your decision.
Support includes:
- Organized document-request lists.
- Tracking of missing information and follow-up questions.
- Review of financial, operational, and practice information within the engagement scope.
- Identification of material inconsistencies and matters requiring specialist review.
- A reviewed summary of significant findings and unresolved questions.
- Help prioritizing issues that may call for clarification, renegotiation, or reconsideration.
AI-assisted tools may help organize and summarize information. Corey reviews the work and retains responsibility for the advisory conclusions.
Coordination with your professional team
Your attorney, CPA, and lender each have distinct responsibilities. Corey helps keep the business questions organized and connects the information needed for your decisions.
That includes helping you:
- Understand which professional should address a particular issue.
- Communicate material findings and open questions.
- Track dependencies and outstanding decisions.
- Recognize when new information changes the financial or operational picture.
This is practical coordination—not control over other professionals, their work, or their timelines.
Closing preparation
As closing approaches, Corey helps you track buyer-side business questions and transition priorities within the engagement scope.
The focus is on understanding what remains unresolved, what must be addressed before closing, and what needs attention as you take ownership.
Your attorney, lender, and other providers remain responsible for their respective closing requirements and deliverables.
Early ownership planning
The engagement includes a practical first-90-days transition plan, credentialing and administrative checklists, and scheduled advisory calls within the agreed scope.
Planning may address:
- Staff continuity and communication.
- Patient communication.
- Scheduling and operational continuity.
- Credentialing and administrative priorities.
- Vendor and service-provider handoffs.
- Financial monitoring and early ownership decisions.
You and your service providers remain responsible for implementation. This is bounded advisory support—not an ongoing practice-management engagement or unlimited on-call availability.
How the engagement works
1. Start with an introductory call
We discuss your goals, where you are in the buying process, the opportunities you are considering, and whether the engagement is a good fit.
The 20-minute introductory call is for fit and scope. It does not include financial analysis or document review.
2. Confirm scope and begin the analysis
Before work begins, we confirm the engagement terms, responsibilities, fee, and information needed.
The initial work establishes a clearer view of the target practices and the assumptions that matter to your purchase decision.
3. Develop your offer approach
If an opportunity makes sense, we use the analysis to discuss price, business terms, contingencies, and the issues to address with your attorney.
4. Work through due diligence
We organize the information flow, track questions, and help you evaluate findings as the transaction develops.
New information may support moving forward, justify a change in terms, or indicate that you should stop.
5. Prepare for closing and ownership
We help you organize remaining business decisions and develop a practical transition plan, followed by scheduled advisory support within the engagement scope.
Clear fees. No purchase-price percentage.
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, your initial $2,500 applies toward the total $9,500 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 on your side.
In a practice purchase, the listing broker generally works for the seller. Your attorney, CPA, and lender each serve important but different functions.
Practice Directions provides buyer-side decision support across the financial, operational, and transaction questions.
No dual agency
We do not represent both buyer and seller in the same transaction.
Practice Directions also provides separate owner-facing listing services. An inquiry about one of those listings does not automatically establish a buyer-advisory relationship; any potential engagement must respect the existing client relationship.
Experienced judgment
Corey combines experience as a practicing dentist with dental practice brokerage and financial analysis. The work considers not just the transaction, but what the practice could mean for your clinical role, financial obligations, and ownership goals.
Room to reconsider
A practice can look attractive and still be wrong for you. Walking away can be the right outcome.
An organized process
Clear questions, documented findings, and practical follow-through help you make decisions with a better understanding of what is known—and what remains uncertain.
What this engagement does not replace
Full Buyer Representation does not replace:
- Legal advice, contract drafting, or legal review.
- Accounting, tax advice, or an audit.
- Lender underwriting or financing approval.
- Specialist inspections or other professional reviews.
- Your responsibility for purchase decisions and practice operations.
The engagement does not guarantee financing, closing, future earnings, or business performance. Analysis depends on the information available and does not independently verify every seller representation.
The engagement agreement defines the deliverables, scheduled support, responsibilities, and limits before work begins. Any work beyond that scope is discussed and agreed separately.
Not ready for full representation?
Deep Dive Analysis is a self-contained starting point for buyers who want an independent review before deciding whether they need broader support.
For $2,500, it covers up to three target practices, a written analysis memo for each practice reviewed, and a 30-minute review call.
You can use the findings with your existing professional team or move into Full Buyer Representation, with the initial fee applied toward the total engagement fee.
Take the next step toward independent ownership.
Start with a 20-minute introductory call to discuss your goals, the opportunity in front of you, and whether Full Buyer Representation is the right fit.