A clear, staged process for buying a dental practice — from first conversation through the first 90 days of ownership. Every step is tailored to where you are in the journey.
The five stages of a buyer engagement
Most buyers don’t need every stage in full. The engagement scales to your situation — whether you are deciding whether to look at all, or you already have an LOI in front of you.
1. Initial conversation
A focused call to understand where you are: looking, evaluating a specific practice, mid-offer, or already under LOI. We talk through your goals, geography, financing posture, and timing, then agree on which engagement fits — Deep Dive Analysis, Full Buyer Representation, or simply a follow-up later.
2. Early analysis
An independent read on the practice you are considering: revenue mix, collections quality, overhead, owner compensation, scheduling, and the assumptions baked into the asking price. The output is a grounded value range and a written summary you can actually use in conversations with your lender, attorney, and CPA.
3. Offer and LOI posture
Offer thinking based on the specific practice — not a generic template. We frame price, structure, contingencies, and timing so the LOI reflects what the practice actually supports, and so the contingencies protect you through diligence.
4. Due diligence coordination
The right questions and the right documents, in the right order. We organize the diligence list, coordinate with your attorney, CPA, and lender, and surface issues early — when they are easier to address — rather than at the closing table.
5. First 90 days of ownership
Transition planning before and after closing: staff continuity, patient communication, scheduling, credentialing, vendor handoffs, and the operational details that determine whether day one feels organized or chaotic.
How to choose your starting point
You don’t have to commit to a full engagement up front. Most buyers start narrow and expand once they see the work.
Start with Deep Dive Analysis
You have a specific practice in mind and want an independent valuation read and cash-flow review before you make an offer.
Step up to Full Buyer Representation
You want one advisor steering the entire purchase — search, analysis, LOI, diligence, and early transition — from start to finish.
What you can expect at every stage
- Independent perspective. The advisory relationship is with the buyer, so the analysis is not shaped by a sell-side commission.
- Written deliverables. Value range, cash-flow read, diligence list, and transition plan — documented, not just verbal.
- Coordination with your team. Your attorney, CPA, and lender work better when the buyer-side advisor is organizing the flow.
- The deal can be “no.” Walking away from the wrong practice is a successful outcome.
Where are you in the process?
Start with a focused conversation. We will match the engagement to where you actually are — not where a brochure assumes you should be.