Dental tools on a tray, including a mirror, probes, and explorers, in a dental office setting with a dental chair and equipment in the background.

FAQs

Seller

For Dentists Considering a Sale

  • Start with a valuation.
    You’ll want to know what your practice is worth before listing. A broker or CPA can help with this. We also recommend reviewing your financials, lease, and employee information early, these are key items buyers will scrutinize.

  • Fair market value is typically assessed by your broker, CPA, or valuation expert.

    Even a “high” offer can come with strings attached. We help you spot red flags and negotiate terms that protect your interests.

  • Many buyers want the seller to stay on for a few months or even years. You’ll need an employment or independent contractor agreement. We will help you structure this to protect your time, income, and liability.

  • You can:

    • Sell the building with the practice

    • Lease it to the buyer

    • Sell it separately

    We will help you structure the real estate portion to maximize value and minimize tax impact with your CPA.

  • We offer flat-fee legal services for sellers, so you know exactly what you’re paying. No hourly surprises. Our packages include:

    • Contract review and negotiation

    • Transition planning

    • Employment agreements

    • Real estate coordination (if applicable)

  • Yes, we partner with brokers, CPAs, and lenders to streamline your sale. If you need a referral, we are happy to connect you.

Buyer

For Dentists Navigating the Purchase Process

  • A dental acquisition involves purchasing an existing practice, including its patient base, equipment, goodwill, and often the real estate or lease. It’s a business transaction with legal, financial, and operational implications.

  • At minimum: 

    • A dental attorney

    • A CPA familiar with dental transactions 

    • A lender or banker 

    • A broker (optional but helpful) 

    • A transition consultant (if needed)

  • Banks typically assess: 

    • Your clinical experience and credit history 

    • The practice’s cash flow and profitability 

    • Whether the purchase price aligns with valuation 

    • Transition plans (ie: will the seller stay on?) 

  • Often yes, for 3 to 12 months. This helps retain patients and staff. The terms should be clearly defined in an employment or transition agreement.

  • You’ll typically offer employment to existing staff, but confirm: 

    • Who’s staying 

    • What benefits and pay will be offered 

    • Whether there are any employment contracts or severance obligations

  • Yes. Dental acquisitions involve unique issues; from A/R to non-competes to clinical transition. We specialize in healthcare, dental, and veterinary M&A and offer flat-fee packages to keep costs predictable.

  • Yes! We support dental professionals nationwide.