FAQs

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.

An 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 business attorney

• A CPA familiar with healthcare 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 and Vet 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.