Our Services Will Help You

Determine the Current Value of Your Practice
Improve Profitability
Evaluate Your Financial Plan and Tax Strategy into Retirement
Show How to Maximize Your Investment
Sell Your Practice at the Highest Price
Advocate for You in Negotiations
Create Winning Solutions, Protect Your Assets
Accomplish Successful Transitions

Selling Your Practice

We know selling your practice is a major transition, and something most dentists are not trained to do. Some are fearful of being misguided or “ripped off.” Others want to be sure their patients and staff are treated well.

When it's time to sell, we empower you with a step-by-step plan that serves as your bridge to a successful transition. We are your partners throughout the process, assuring outcomes that are win-win.

We'll discuss your vision for the practice, your business, lifestyle, and financial goals, and review the personal and professional outcomes you want – and need. We'll help you establish specific objectives, set criteria for the length of the process, identify the types of investors and practitioners that might be a good fit, and maximize the return on your long-term practice investment. Then we embark on the actual sales process. We keep you fully informed of all your options every step of the way.

We understand that you have invested not just dollars into your practice but time and tremendous pride. Moreover, we work just for you, no dual agency. We want your patients and staff to remain in good hands; you get an excellent price in a timely fashion; you are well-informed and supported throughout.

Transition Planning

“Our partnership” with you means that together we investigate the options and vision for building equity in your practice, maximizing your investments, and selling your practice - based on conditions that are right for you.

Once we have a clear picture of the desired outcome, we assess where your practice is now. We then create a plan for moving your practice to its optimum condition for selling – a plan that always includes the following:

Clarification of key practice values
Identification of selling objectives and timelines
Evaluation of reality and market climate
Assets evaluation
Resource allocation assessment and recommendations
Practice valuation, investment and taxation scenarios
Profitability coaching; focusing on fees, overhead, and case presentation
New patient recruitment methods and profitability
Team coaching; from service to sales
Regular coaching for consistent performance on your journey towards success

Here are two guys with incredible integrity. The way they broker a practice is the way it should be done.
-Gary Krupa, DDS

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