Practice Transition
Purchasing or selling a dental practice
With years of experience, we provide sound guidance on practice purchase or sale matters.
Our team of financial and business advisors works exclusively with dental professionals on important financial matters from dental tax planning, practice purchase, retirement and transition planning as well as business office management and practice valuations.
We recognize that it is important for buyers and sellers to thoughtfully consider the structure of any purchase and other terms of the transaction.
Practice valuations
We have dedicated practice valuation professionals on staff. Whether you are thinking of buying a new practice or selling the practice you’ve built over many years, the amount attached to the value of your practice is important. We can provide useful and objective analysis to assist you in the valuation of any entity in which you have an interest.
Our team
Our professionals hold credentials as Certified Public Accountants, Certified Mergers & Acquisitions Advisors, Certified Exit Planning Advisors, and Certified Valuations Analysts.
Client Success Story
Step One
Practice transition planning
Tom owned a dental practice and was unsure about when he could retire. We helped him value his practice and determine the after-tax proceeds he could expect from a potential sale. Tom also owned the building his practice was located in, as well as a rental property he planned to sell. Through strategic financial planning, we advised Tom on the monetization of his practice and the sale of his real estate. We helped him structure an installment sale to reduce his overall tax liability and provide him with a steady income stream.
Step Two
Investment management
As these assets were liquidated, Tom invested the proceeds into a diversified portfolio that produced the income he needed to achieve his retirement goals.
