Custom Pricing

Not every dentist needs a full-service advisor from start to finish. That’s why we’ve structured our services so you can choose exactly what you need, when you need it. Whether it’s a single valuation, help with due diligence, or guidance during transition, you can plug us into your process at any stage.

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Practice Evaluation & Offer Support

Clarity on what the practice is truly worth

  • Buyer Valuation Report
  • Practice Demographic and Opportunity Analysis
  • Buyer Income Projection
  • Partnership Income Projection
  • Letter of Intent Consultation and Negotiation
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Due Diligence & Loan Negotiation

Protect your investment, secure fair terms

  • Due Diligence Completion Remote
  • On-Site Practice Inspection and Analysis
  • Bank Loan Negotiation and Closing Due Diligence
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Transition to Ownership Consulting

Start with staff and patients on your side

  • Patient and Staff Retention + Ownership Consulting
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Practice Evaluation & Offer Support

Once your offer is accepted, it’s time to verify the details. Phase 2 ensures nothing is overlooked—financials, clinical quality, and lending terms all get a thorough review. With our loan assistance, we’ll help you negotiate with banks so you don’t just close the deal, you close it wisely.

  • CPA-prepared valuation of one dental practice
  • Benchmarked against industry & local norms
  • Includes both Revenue & EBITDA methods
  • Introduction to the top bankers and top dental-specific attorneys

*Must be bundled with Buyer Valuation Report

  • Comprehensive list of practice strengths/weaknesses
  • Website & online presence review
  • Dentagraphics® demographic analysis
  • Growth opportunity assessment
  • 1-hour consult with clinical/financial analyst

Must be bundled with Buyer Valuation Report

  • 1-year and 10-year ownership income projections
  • Both prior-year and average-year scenarios
  • Sensitivity analysis for patient attrition and practice growth

Must be bundled with Buyer Valuation Report

  • Income modeling for 2-doctor or 3+ partnerships
  • Education on 3-entity structure to set up fair arrangement for all partners
  • Visual cash-flow graphics for partners

Average buyer savings: $66,019 off purchase price

  • CPA-prepared valuation and benchmarks
  • Strategic consultation on price and terms with market based up to date data
  • Skilled consultant to assist in negotiations with broker and/or seller

Due Diligence & Loan Negotiation

Once your offer is accepted, it’s time to verify the details. Phase 2 ensures nothing is overlooked—financials, clinical quality, and lending terms all get a thorough review. With our loan assistance, we’ll help you negotiate with banks so you don’t just close the deal, you close it wisely.

  • Financial review: in depth A/R analysis, patient credits
  • 47-point remote review of equipment, production, schedule, and more
  • Dentist review of clinical and production data
  • Practice Management System checklist & instructions

Not included with flat rate packages, advanced booking required

  • 1-day in-person review of equipment, schedule, and clinical systems
  • DBA dentist review of production and treatment planning

Average buyer savings: $33,117 off loan term

  • DBA-led loan comparison and negotiation
  • Access to multiple bank term sheets and competitive lenders
  • Preparation for bank underwriting interviews

Transition to Ownership Consulting

Buying the practice is just the beginning. Our Phase 3 services prepare you for a smooth handoff with staff and patients, from transition planning to communication strategies. The result? A stable start to ownership where your new practice thrives and relationships stay strong.

  • 108-point buyer checklist with personalized coaching to prepare for ownership
  • Up to five hours of one-on-one phone/zoom consulting
  • A/R review, entity selection & IRS filing help
  • Staff retention & ownership transition planning
  • Drafting patient letters and communication guidance
  • 2 weeks post-closing, 30 minute call with closing consultant

Bundle Everything for $10,000

(Save up to 40%)

Custom Pricing FAQ

You pick and choose the services that fit your situation. Each step of the purchase process (valuation, due diligence, and transition) has options you can buy individually. If you prefer to have everything covered up front, our flat fee packages can save you up to 40%.

No. You can start with valuation services and only add due diligence or transition support if you decide to move forward. Most buyers do end up completing all three phases, but you are free to add services as needed.

See our bundled plans. They provide full support from start to finish at a lower cost than buying services separately. (Up to 40%!)

Yes. If you begin with one or two services and later decide the bundle makes sense, what you have already paid will be applied toward the flat fee bundle.

The only thing not included is the on-site due diligence visit offered in Practice Evaluation & Offer Support. Everything else listed on the Custom Pricing page is covered.

How to get started.

To get started with Custom Pricing, schedule a call with us. We will build a plan with everything you need and nothing you do not.

Schedule an Intro Call