A clear process for evaluating and buying a dental practice.
Buying a practice involves a series of connected decisions—not just one decision about price.
Practice Directions helps you understand the opportunity, identify the questions that matter, and move through the process with experienced buyer-side guidance.
You do not need every service at every stage. Deep Dive Analysis provides focused decision support. Full Buyer Representation adds offer strategy, organized due diligence, practical coordination, and early transition planning.
1. Start with a conversation.
Understand where you are—and what help makes sense.
We begin with a 20-minute introductory call about your goals, the opportunities you are considering, and where you are in the buying process.
You may be:
- Exploring ownership for the first time.
- Comparing practices.
- Preparing to make an offer.
- Already working through an LOI or purchase process.
We discuss your geography, timing, financing readiness, and the decisions in front of you. Then we determine whether Practice Directions is a good fit and which service is appropriate.
The introductory call is for fit and scope—not financial analysis or document review. Before paid work begins, we confirm the engagement, responsibilities, and fee.
2. Understand the practice before committing further.
Look beyond the asking price.
The first analytical step is to examine what the available information says about the practice—and what it does not yet establish.
Deep Dive Analysis covers up to three target practices and considers:
- Revenue and collections.
- Operating costs and material adjustments.
- Owner compensation and clinical contribution.
- Financing assumptions and potential owner cash flow.
- Practice-price and offer-range considerations.
- Significant risks, missing information, and unresolved questions.
You receive a written analysis memo for each practice reviewed and a 30-minute review call.
The purpose is to help you decide whether an opportunity deserves further investigation, whether the proposed price makes sense, and what you need to clarify before proceeding.
You may continue with your existing professional team, move into Full Buyer Representation, or decide not to pursue the opportunity.
3. Develop a reasoned offer approach.
Connect your offer to the practice and your goals.
For Full Buyer Representation clients, the analysis becomes the foundation for discussing an offer.
Corey helps you think through:
- Price and the assumptions supporting it.
- Business structure and payment considerations.
- Financing and due diligence contingencies.
- Timing and transition expectations.
- Questions that should be addressed before you commit further.
Your attorney advises on legal protections and drafts or reviews the LOI and agreements. Corey helps organize the business questions and explain how the terms could affect your purchase.
An offer is a starting position—not a substitute for due diligence or a commitment to close regardless of what you learn.
4. Work through due diligence.
Test the assumptions behind the purchase.
After the LOI, the work becomes more detailed. The goal is to understand whether the information supports the proposed transaction and identify issues that could change your decision.
Within Full Buyer Representation, support includes:
- Organizing document requests and tracking missing information.
- Reviewing financial, operational, and practice information within the engagement scope.
- Identifying inconsistencies and matters requiring specialist review.
- Summarizing material findings and unresolved questions.
- Coordinating business questions with your attorney, CPA, and lender.
- Helping you prioritize issues 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.
Your professional team remains responsible for legal advice, tax advice, underwriting, and specialist reviews.
New information may support proceeding, justify different terms, or indicate that walking away is the better decision.
5. Prepare for closing and early ownership.
Turn the findings into practical priorities.
As closing approaches, Full Buyer Representation helps you organize remaining business questions and prepare for the transition.
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.
Your attorney, lender, and other providers remain responsible for their respective closing requirements. You and your service providers remain responsible for implementing the transition plan.
This is bounded advisory support—not ongoing practice management or unlimited on-call availability.
Choose the starting point that fits your needs.
Deep Dive Analysis — $2,500
For buyers who want an independent financial and practice-price analysis before deciding where to commit.
Includes analysis of up to three practices, a written memo for each practice reviewed, and a 30-minute review call.
Deep Dive is a self-contained engagement. It does not include offer coordination, full due diligence management, or post-closing support.
Full Buyer Representation — $9,500
For buyers who want broader guidance through practice evaluation, offer strategy, due diligence, closing preparation, and early transition planning.
The fee is $2,500 at engagement and $7,000 only if the purchase closes. If you begin with Deep Dive Analysis, that initial $2,500 applies toward the total engagement fee.
Your advisory fee does not increase with the practice purchase price. Part of the compensation depends on closing, but recommending that you stop remains part of the advisory responsibility when the risks or terms do not make sense.
What you can expect
Independent buyer-side judgment
The advisory relationship is with you. We do not represent both buyer and seller in the same transaction.
Clear scope and documented findings
You know what the engagement includes before work begins. Written deliverables reflect the service selected—from practice analysis memos to due diligence findings and transition planning.
Practical coordination
Corey helps connect the financial, operational, and transaction questions while your attorney, CPA, lender, and other professionals remain responsible for their areas.
Honest treatment of uncertainty
Missing information is identified. Assumptions are explained. Seller-provided information is not treated as independently verified simply because it appears in a report.
Room to say no
The process is not designed to make every opportunity work. Deciding against the wrong purchase can be a valuable outcome.
Every transaction has its own pace.
Document availability, seller responses, financing, legal work, and third-party requirements all affect the timeline.
We help you organize the work and understand dependencies, but we do not promise a closing date or control other parties’ schedules.
The priority is informed progress—not moving quickly at the expense of understanding what you are buying.
Where are you in the process?
Whether you are exploring ownership, comparing opportunities, or considering an offer, start with a 20-minute introductory call.
We’ll discuss the decision in front of you and whether Practice Directions can help.