Resources
Understand your options before you decide.
Practical perspectives on practice value, ownership and the details that shape a transition.
Valuation
What drives a dental practice's value?
Collections show activity, but adjusted earnings reveal what an owner can sustain. A financial recast separates recurring operations from supported one-time and owner-specific expenses.
Practice Transition Pros · October 2026
Selling
DSO or private buyer: which path fits?
A private dentist may offer a direct ownership transition and closer clinical continuity. A DSO or group may offer operating support and a partial sale, but often expects an ongoing clinical commitment.
Practice Transition Pros · October 2026
Selling
Five mistakes to avoid when selling
Disorganized financials and an unclear lease can delay diligence. Prepare consistent records and identify issues before buyers discover them.
Practice Transition Pros · October 2026
Planning
When should you start planning your exit?
A three-to-five-year planning horizon can give you room to reduce owner dependence, improve reporting and address lease terms. It does not commit you to selling.
Practice Transition Pros · October 2026
Transition
What happens to your staff when you sell?
Anonymous outreach and controlled disclosure reduce disruption. Do not assume a confidentiality agreement eliminates every risk; decide who needs access and when.
Practice Transition Pros · October 2026
Real estate
Selling the practice and the building
Your practice and property have different valuation drivers. A buyer may want the practice but prefer to lease its space. Consider both together without assuming they must sell together.
Practice Transition Pros · October 2026
Buying
Buying your first practice: what lenders want
Lenders consider your credit, liquidity, clinical experience, the target practice’s earnings and the acquisition structure. Full purchase-price financing may be possible, but is not automatic.
Practice Transition Pros · October 2026
Deal structure
Partial sales and equity rollover explained
A partial sale can provide liquidity while leaving you with a clinical role or ownership interest. Control and future decision-making depend on the agreements, not just the percentage you retain.
Practice Transition Pros · October 2026
Frequently asked questions
How long does a sale take?
Timing depends on your goals, practice readiness, buyer financing and due diligence. Contact us to discuss your circumstances; no closing date is guaranteed.
What are your fees?
Please contact us privately to discuss the engagement appropriate for your practice.
Do I have to tell my staff?
Not at the outset. Public marketing is anonymous, and we do not contact your team without your consent. We plan announcements with you when the time is right.
What happens to my lease or building?
We review assignment requirements and renewal terms. If you own the property, we consider a sale, a lease to the buyer or a separate transaction alongside the practice.
Can I keep working after the sale?
Yes, depending on the agreement. Your clinical role, compensation and transition period are negotiated alongside price and other terms.
What if I am not ready for three years?
Early planning gives you time to improve documentation, reduce owner dependence and coordinate your practice, property and financial goals.
Practice sale terms, in plain English.
- EBITDA
- Earnings before interest, taxes, depreciation and amortization. Adjustments must be reviewed, not assumed.
- SDE
- Seller's discretionary earnings: a measure of owner benefit after supported adjustments.
- Financial recast
- A review that adjusts reported earnings for supported owner-specific or nonrecurring items.
- LOI
- Letter of intent summarizing proposed terms before final agreements.
- Earnout
- A future payment contingent on specified performance or conditions.
- Equity rollover
- Ownership retained or reinvested in a buyer entity rather than received as cash.
- Work-back
- The seller's agreed clinical work period after a sale.
- DSO / MSO
- Dental or management services organization providing nonclinical operational support.
- Data room
- A controlled collection of documents used for buyer diligence.
- Non-compete
- A contractual restriction on future competitive activity, subject to applicable law.
General educational information only. Not individualized legal, tax, investment or lending advice.
A clearer picture. A stronger plan.
What is your practice really worth?
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