Flat Fee Plans for Buyers
Basic Plan
$6,000
1 Valuation
- ✓ Full Practice Analysis & Valuation
- ✓ Financial Due Diligence
- ✓ Offer Price Recommendation
Plan Features & Comparison
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*
BEST VALUE PLAN
$10,000
- Full Practice Analysis & Valuation for Up to 3 Practices
- 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
- Up to 12 Hours of Personalized Phone/Email Consulting
- 2 Months Free Tax/Bookkeeping Services from DentalTax.com*
DELUXE PLAN
$14,000
- Full Practice Analysis & Valuation for Unlimited Practices
- 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
- Unlimited Personalized Phone/Email Consulting
- 3 Months Free Tax/Bookkeeping Services from DentalTax.com*
*Applies after deal closing. Terms and conditions apply.
Total price for any plan is paid half up front and half upon completion.
Payment & 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.
