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.

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Basic Plan Details

DUE DILIGENCE & CLOSING

BASIC PLAN

$6,000


  • 1 Practice

*Applies after deal closing. Terms and conditions apply.

Total price for any plan is paid half up front and half upon completion.

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BASIC PLAN

$6,000

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Total price for any plan is paid half up front and half upon completion.

LEARN HOW PRICING WORKS

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?

VIEW SAMPLE Report
  • Send any documents you have on the practice
  • Review the Practice Purchase Analysis
  • Decide whether to put an offer on the practice
  • 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.

Bank Recommendations & Introductions

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?

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Lawyer Recommendations & Introductions

We recommend a flat-rate, dental-only, transitions-focused attorney work on your deal. We know all the dental attorneys in the country and who to recommend (as well as who to avoid). We’ll happily introduce you to the right person for your area.

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Due Diligence & Closing

Due Diligence Checklist

We’ll give you all the tips, screens, keystrokes, and step-by-step instructions to complete your in-practice due diligence, chart audits, equipment audits, and all the rest of the due diligence prior to purchasing your practice.

Sample Letter to Patients

The letter announcing you to patients as the new doctor is your first advertising piece. Do it right. We have concrete good/bad examples to show you exactly how to retain your patients best.

108-Point Closing Checklist

You have a long list of to-dos to take care of before you own your practice, from insurance credentialing, to picking a payroll company, getting access to the website, etc. We’ve got the comprehensive list of ALL the things to remember to do and exactly when to worry about them.

Draft Employee Manual

Most sellers don’t have an employee manual to cover the basics of business like vacation policies and when to ask for a raise. We’ve got a 44-page starter document for you to tweak to fit your situation.

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

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.

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.

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.

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 Call

Ready to get started? Sign up as a client now and get an engagement letter and payment link sent to you.

Sign Contract and Pay Retainer