Transition Planning
You've spent years building your practice. Before you sell, make sure you're getting what it's worth—and choosing the right path forward.
Sound Familiar?
The Reality
- • You're 1-3 years from retirement
- • Your books have years of "creative" accounting
- • You're not sure if DSO or private sale is right
- • You want to be done, not stuck in transition
The Risk
- • Selling without preparation leaves money on the table
- • Buyers (and their analysts) will find every issue
- • Wrong choice could mean years of earn-out obligations
- • Some deals require 3-5 years of maintained production
After decades of building your practice, the last thing you want is to leave money on the table or get locked into an exit that doesn't fit your life. We help you clean up, position for maximum value, and choose the right path.
The Big Decision: DSO or Individual Buyer?
This is the most important choice you'll make. Each path has real trade-offs that will affect your life for years.
| Factor | DSO (Private Equity) | Individual Dentist |
|---|---|---|
Payout | Higher total value | Lower but immediate |
Timeline | 3-5 year earn-out typical | Clean break possible |
Obligations | Must maintain/grow production | Transition period only |
Control | Corporate oversight | You choose your successor |
The truth: Most sellers we work with are financially comfortable and prioritize freedom over maximum payout. A clean exit today is often worth more than a larger check spread over five years of obligation. We help you understand what's right for your situation.
What's Included
- Complete financial cleanup
- Valuation positioning strategy
- Production and collection trends
- Overhead optimization
- DSO vs. individual buyer analysis
- Payout and timeline comparison
- Earn-out risk assessment
- Negotiation preparation
- Patient base verification
- Written readiness assessment
- 60-minute consultation call
- Direct access to both founders
Investment
$10,000
One-time engagement
What You Get:
- Practice positioned for maximum valuation
- Clear understanding of your selling options
- Confidence in your exit strategy
- No surprises during due diligence
Quick Win:
Know your practice's true market position and best exit path within 30 days.
Is This Right for You?
- You're planning to sell within the next 1-3 years
- You want to maximize your practice's value before going to market
- You're unsure whether DSO or private sale is right for you
- You want to exit on your terms, not someone else's
- You're not planning to sell for 5+ years (consider our Standard Health Check instead)
- You're still growing and scaling your practice
- You've already signed with a broker or buyer
Ready to Plan Your Exit?
About Your Practice
Get expert guidance from two dentist-owners who understand what's at stake.