BASIC PLAN
This $6,000 valuation-only plan is our most affordable plan to get you started on your journey to buying a dental practice.
BASIC PLAN
This $6,000 plan includes everything you need to get started, including full practice analysis and valuation for 1 practice, financial due diligence and offer price recommendations.
BASIC PLAN
$6,000
- Full Practice Analysis & Valuation for 1 Practice
- Financial Due Diligence
- Offer Price Recommendation
- Bank(s) Recommendations & Introductions
- Lawyer Recommendations & Introductions
- Due Diligence Checklist
- 108-Point Closing Checklist
- Sample Letter to Patients
- Draft Employee Manual
- Create Letter of Intent
- Submit/Negotiate Letter of Intent
- Due Diligence Completion
- Loan Analysis & Bank Negotiation Assistance
- Site Visit Due Diligence Coaching
- Lawyer & Professional Partner Referrals
- 108-Point Closing Checklist Consulting
- Personalized Phone/Email Consulting Time
- Tax/Bookkeeping Services from DentalTax.com*
Total price for any plan is paid half up front and half upon completion.
Analysis & Offer
This is the most important career decision you’ll make as a dentist. We’ll help you get it right.
MEET Your Team
Full Practice Analysis & Valuation
Within 5 business days of sending us documents, you’ll get a ~30 page report to help you answer three big questions: Is this a good practice to buy? If yes, what is a fair price to pay? If I pay that much, how much money will I make?
Your Tasks
- Send any documents you have on the practice
- Review the Practice Purchase Analysis
- Decide whether to put an offer on the practice
Our Tasks
- Complete the Practice Purchase Analysis ™
- Make a recommendation on whether or not to move forward
Financial Due Diligence
We’ll verify the financial information of a practice and check the reported numbers against standards ensuring reported numbers are accurate.
Offer Price Recommendation
We’ll do a full valuation from the BUYER’S perspective along with the price we think the target practice is worth.
Income Projection
We’ll estimate how much money you’ll make as the owner (or partner) of the target practice, including a sensitivity analysis showing how income might be affected by more or fewer patients.
Pricing
Our engagement is always flat-fee, regardless of the time it takes to close on your practice.
The first half of your payment is due upfront. The remaining second half is billed to your business after:
- For the $6,000 Basic Plan – 2nd half is billed upon delivery of your valuation report
- For the $10,000 & $14,000 Plans – 2nd half is billed after you own your practice. Typically the bank funding will pay the final invoice from us.
FAQs
When is the best time to hire you?
Most dentists engage us when they have a practice in mind to analyze. But you can reach out to us before that process, or anytime you need a second set of eyes to validate the numbers and your decision.
What if I'm working on a partnership buy-in? Do you help with that, too?
Yes! About 35% of our clients are working on buying into a partnership. If anything, partnership buy-ins are MORE complicated (and we should probably charge more for them) so we strongly recommend getting our help.
Do I have to hire both a CPA and you for the transition?
Nope. Between us and an attorney, you should be good to go. We act as the accountant throughout the transition and will help you transition to a full-time CPA to help with your taxes and bookkeeping once you become an owner.
Do you need to be in the same city as where I want to practice?
We have researched hundreds of practices in all 50 states and fortunately have been able to help clients all over the U.S. without needing to be physically present.
How to get started.
Have questions? Use the calendar or click below to schedule a quick, no-obligation phone call.
Schedule an Intro CallReady to get started? Sign up as a client now and get an engagement letter and payment link sent to you.
