How to Buy a Dental Practice
Digital Companion
Everything mentioned in the book — right here.
Want it all in your inbox?
When you request everything at once, we’ll send you a complete tool kit of digital resources mentioned in the book – all in one email. Here’s what you’ll get:
- ✅ Due Diligence Checklist (PDF)
The full version of our 2024 buyer checklist to guide your on-site visit - ✉️ Mailer Examples (PDF)
Real-life examples of both mass and personalized mailers that get responses - ⚖️ Lawyer Recommendations (PDF)
A vetted list of dental attorneys we trust, with notes on specialties and regions - 🏦 Banker Recommendations (PDF)
Our go-to contacts at the best dental lenders — people who actually know this market
Individual Resources
Mailer Examples
See the outreach materials our clients actually use.
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Finding a practice to buy often starts with a letter. We’ve helped buyers craft mailers that stand out and get results. This section includes both mass mail templates and personalized letters that have successfully led to deals.
You’ll also get insights on what to include, how to structure your message, and how to avoid sounding like a spammer.
get examples
Lawyer Recommendations
Need a lawyer who gets dental deals? We’ll make a personal introduction.
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We’ve worked with attorneys across the country and know who understands dental transitions inside and out. Not all lawyers are the same, and working with one who doesn’t know dental deals can cost you time and money.
Our list includes names, specialties, and notes based on real client experiences.
Get an introduction
Banker Recommendations
These are the lenders we trust and refer buyers to.
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A good banker makes financing smooth. A bad one can sink your deal. We keep a current list of bankers who specialize in dental practice loans and actually understand what you’re trying to buy.
We don’t take kickbacks or referral fees. If we recommend a lender, it’s because we’ve seen them deliver.
Due Diligence Checklist
Don’t show up to your site visit without this.
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This is the full due diligence checklist we use with clients. It walks you through every part of evaluating a practice in person, from reviewing patient charts to inspecting equipment.
Bring it with you during your visit, or use it to ask smarter questions before making an offer. It’s detailed, practical, and built from real-world experience.
Podcast: Legal Tips (S3E1)
The legal side of buying a dental practice, simplified.
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In this episode, Brian breaks down what your lawyer should actually be doing for you. You’ll learn how legal strategy fits into the bigger picture of buying a practice and what to watch for in contracts and timelines.
It’s one of our most foundational episodes and a great listen before hiring a lawyer or reviewing a Letter of Intent.
Podcast: First-Time Buyer (S7E10)
A story about what almost went wrong… and what saved the deal.
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Buying your first practice is exciting, but it’s easy to miss things. In this episode, you’ll hear from a real buyer who almost lost $100K and how a single decision turned things around.
This one’s packed with practical insights, especially if you’re close to making an offer.
Additional Articles & Resources
How to Get Started
Have questions? Use the calendar or click below to schedule a quick, no-obligation phone call.
Ready to get started? Sign up as a client now and get an engagement letter and payment link sent to you.
