Dental Practice Acquisition &
Sale Advisory

Dental Practice Acquisition & Sale Advisory

 

Buying or selling a dental practice is one of the most significant financial decisions a dentist will make. Proper planning and financial analysis are critical to ensuring the transaction supports your long-term financial goals.

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Our practice transition advisory services help dentists evaluate opportunities, understand the financial implications, and structure transactions strategically.

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Guidance for Buyers

For dentists considering practice ownership, we help analyze acquisition opportunities and determine whether a practice is financially viable.

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Areas we help evaluate include:

• Practice financial performance

• Debt structure and financing strategy

• Cash flow projections

• Tax implications of the purchase

• Entity structure for ownership

• Debt Service Coverage Ratio (DSCR) under multiple revenue scenarios

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Guidance for Sellers

For dentists planning an exit, early preparation can significantly improve the value and tax efficiency of a sale.

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We help with:

• Pre-sale financial planning

• Tax planning related to the transaction

• Coordination with legal and transition teams

• Evaluating sale structures and payout options

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The Result

Our goal is to ensure dentists make informed decisions that support both their practice goals and their long-term financial future.

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Frequently Asked Questions​

1. How do I know if a dental practice is worth buying?
You need to evaluate true cash flow, overhead, debt impact, and tax implications—not just production numbers.

 

2. What financial red flags should dentists look for before buying a practice?
High overhead, inflated add-backs, inconsistent collections, and debt that limits your income.

 

3. Can you analyze a dental practice before I buy it?
Yes. We provide detailed financial and tax analysis to determine if the deal makes sense.

 

4. How long does it take to evaluate a dental practice purchase?
Typically a few days once all financial documents are provided.

 

5. Should I buy or start a dental practice in Phoenix?
It depends on your goals, capital, and timeline—we help evaluate both options.