Services

Overview of Services

  • Practice Transition Consulting
  • Practice Valuations
  • Associate Arrangements
  • Buy-in and Buy-out Arrangements
  • Practice Acquisition Financing Assistance
  • Practice Start-up Consulting
  • Empowered Leadership Training
  • Strategic Coaching
  • Marketing & Promotion Consulting

Our primary goal is to structure transactions that create win/win relations. Once an optimal course of action has been charted, we can help you reach some of your personal/family and professional business milestones en route. For instance, if structuring your dental practice for a “deferred pre-sale” is  necessary in achieving one of your milestones, we can help by appraising the  practice, locating buyer candidates, structuring the terms, providing financing, preparing the necessary documents and otherwise facilitating the entire transition.

Breakdown of Services

Pre-Transition – What We Do:

Appraisals - We determine a credible, fair-market value for the practice.

How it benefits you:

  • Saves time researching and establishing an asking price.
  • Saves money by determining a valid price.
  • Avoids conflict & uncertainty.
  • Lends credibility to the process.
  • Establishes a purchase price that properly compensates the seller, yet provides a viable investment for the buyer.

Negotiation – We act as third-party mediator to help both parties reach an agreement

How it benefits you:

  • Saves time haggling over issues.
  • Avoids conflict and emotional tensions.
  • Avoids “posturing,” and mistrust.
  • Reduces involvement of attorneys and associated fees

Facilitation – We attend to the details requisite to successfully complete a transaction of this magnitude, provide direction, and answer questions.

How it benefits you:

  • Lightens your workload.
  • Allows you to focus on patient care and/or retirement / relocation plans.

Candidate Matching – We incorporate personal & professional tools to determine compatibility of the parties

How it benefits you:

  • Saves time looking for the right buyer/associate.
  • Saves money spent on advertising the practice for sale.
  • Avoids stress.
  • Increases the likelihood of a successful transition.
  • Fosters a good relationship between the parties.

Documents – We provide documents to complete the transition that are well drafted well and fair to both parties.

How it benefits you:

  • Saves time researching for content and drafting agreements.
  • Dramatically reduces money spent on legal costs.
  • Avoids contention and stress.
  • Ensures that critical issues are addressed.
  • Provides for and protects your needs.
  • Reduces involvement of attorneys and associated fees.

Post-Transition: What We Do.

Post-transition Follow-Up – We address issues relating to the transition and continue to answer questions well after the sale is complete.

How it benefits you:

  • Track the results of the sale.
  • Increases the likelihood of a successful transition.
  • Avoids conflict.
  • Provides for and protects your needs.

Staff Involvement – We meet with the staff both before and after the sale to provide direction, offer advice, address concerns, and answer questions.

How it benefits you:

  • Ensures a smooth transition.
  • Increases patient retention.
  • Maintains practice efficiency and productivity.
  • Increases the likelihood of a successful transition.
  • Avoids conflict.

Practice Management – We offer direction and information for the proper management of the practice.

How it benefits you:

  • Increases and maintains the value and marketability of the practice after the sale.
  • Maintains practice efficiency, productivity and profitability after the sale