WHAT EVERY BUYER SHOULD KNOW?

Whether you start a practice from scratch or purchase an existing one, starting on your journey can be daunting.

In our experience, we’ve found it helpful to surround yourself with experts that you trust, be careful in your diligence, and get prepared in advance.

Steve did an amazing job coordinating and paying attention to the small details to make the purchase of my second practice easy!
— Adrienne Hedrick, DDS

Finding the right practice for you will involve economics, demographics, and quite a bit of emotion. Transition success is based as much in finding the people that match as it is finding the right practice.

Our process begins with learning about you, helping you determine what fits your desires, and making sure your search is private and comprehensive.


WHAT ARE THE NEXT STEPS?

BUYER SURVEY

 
  • Complete our online buyer survey that you will find below.
    We really want to learn about you, what you desire, and what your goals are.

NON-DISCLOSURE AGREEMENT

 
  • Sign our Non-disclosure Agreement. Privacy in any transition is paramount.
    Typically, practices for sale are confidential to the staff, patients, and general public. Only after you’ve completed your Non-disclosure will you receive a detailed Prospectus for a listing. Under no circumstance do we advise you contact a Seller directly or share confidential information with anyone.

PRE-APPROVAL FROM DENTAL LENDER

 
  • Get pre-approved from a reputable dental lender.
    Loan pre-approval can move you in front of the line and gives the seller confidence that you are serious. Ask us about what dental lender is best for your situation. We have expertise here.

PROSPECTUS

 
  • Receive detailed Prospectus’ on request for any practice you are interested in.
    The Prospectus is a marketable document that showcases a practice in all it’s glory. Three years of adjusted tax returns, practice performance KPI’s, and everything a Buyer would want to know is in this document.

PRACTICE SHOWING

 
  • Request a practice showing and keep an open mind.


Buyer Prospect Survey