DELUXE PLAN

Our $14,000 plan will set you up for success with full analysis and valuation for unlimited practices, unlimited consulting time with our team, and $3,000 of free tax/bookkeeping services.

Sign Contract and Pay Retainer

*Applies after deal closing. Terms and conditions apply.

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

Sign Up LEARN HOW PRICING WORKS

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 Phase 1 Team

Practice Purchase AnalysisTM

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 do a full valuation from the BUYER’S perspective along with the price we think the target practice is worth.

Offer Price Recommendation

We’ll verify the financial information of a practice and check the reported numbers against standards ensuring reported numbers are accurate.

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.

LOI/Offer Help

  • Review and approve the Letter of Intent
  • Sign and send the Letter of Intent
  • Draft and review with you the Letter of Intent
  • Assist in any negotiations that arise
Read More About LOI's

LOI Creation

We’ll write the LOI for you and educate you on why certain sections are important. This can save you $1,000-2,000 on attorney fees.

LOI Submission

If helpful, we can submit the LOI to the seller or broker on your behalf, or coach you through the most effective way to do that on your own.

LOI Negotiations

We’ll handle any back-and-forth around any important terms in the LOI to ensure you get the right asking price and other terms that can save you potentially tens of thousands of dollars!

Bank Recommendations & Introductions

Working with the right banker is as important — often more important — than the bank itself. A great banker will help you get the best rate and lowest fees for your loan. At DBA, we work with the top bankers at every major dental lender, and we can introduce you to them, helping you get the best deal possible.

LEARN MORE

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.

LEARN MORE

Don’t Like the Practice or Just Want to Look at Multiple Practices?

If you don’t like what you have found, you can redo Phase 1 as many times as needed.
We are here for you until you find the perfect match.

Due Diligence & Closing

The second phase involves securing bank financing, completing due diligence, and finalizing legal documents.

MEET Your Phase 2 Team

Due Diligence

We’ll dive deep into the target practice and ensure we thoroughly understand what you are purchasing. Good due diligence includes a thorough review of both reports and in-person due diligence. See helpful tools and resources for this step here.

What due diligence includes
  • Schedule 2 full days to visit the practice for in-person due diligence
  • Inspect patient charts & equipment
  • Perform financial due diligence
  • Review both financial and in-person due diligence with you

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.

Ownership Checklist

Use our 108-point checklist to get ready to own your business. Some steps are crucial to start as soon as is practical. Others can wait a bit. We’ll work together to make your first days as owner focused more on patients and staff instead of stressing about ownership details.

  • Review and begin on the items in the 108-point Comprehensive Practice Purchase Checklist™
  • Start on insurance credentialing ASAP
  • Start on applying for life and disability policies ASAP
  • Work closely with the seller on your transition plan
  • Advise you through the Comprehensive Practice Purchase Checklist™
  • Introduce you to the best dental CPAs, bookkeepers and payroll companies
  • Assist you through the bank closing conditions

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.

Loan Analysis & Bank Negotiation Assistance

When you become a DBA client, you get personalized advice on how to get the very best dental loan. Last year our average client saved $18,345 just on bank loan negotiations.

We know who the best bankers are at the top banks (the right banker often matters more than the bank) and we know exactly when to call them. We know who can cut their rate a bit. We know which bank is waiving fees this month and why.

Site Visit Due Diligence Coaching

We’ll coach you through the process of visiting the pracitce in person and knowing how and what to look for – from equipment, to patient charts, staff and more. We’ll provide personalized coaching, checklists and even click-by-click instructions on how to pull certain reports you need to review. Then, we’ll help you interpret the results of what you saw during your visit.

Lawyer & Professional Partner Referrals

The lawyer you work with, as well as anyone else you need on your team will be crucial to ensuring your deal moves forward smoothly and with YOUR interests protected. We know and work with the best names in the country on a daily basis. You’ll get the benefit of being a “DBA client” when working with these folks ensuring you get the best pricing and service throughout the process.

Consulting Time

We’ll schedule regular calls with you at every point in the deal so that you know the right things to work on at the right time. We’ll keep you focused on the most crucial elements of your deal and give you peace of mind knowing that we’ll help you know what to work on and when. 

3 Months Free Tax/Bookkeeping

Get three free months of tax & bookkeeping help from DentalTax.com valued at $1,000 per month. You’ll receive tax basics training, bookkeeping setup, payroll assistance and help understanding how to maximize your practice finances to best minimize your taxes.

Pricing & Payment

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