Work With Us

Our Engagement is broken down into 3 phases:

Initial Analysis

Due Diligence

Ownership Checklist

& FAQs

Initial Analysis

Due Diligence

Ownership Checklist

Pricing & FAQs


Phase 1: Initial Analysis

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?

  • 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

Letter Of Intent

This is your offer to the seller. We’ll help you write, submit and (if necessary) negotiate the 
Letter of Intent.

Read More About LOI's
  • 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

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.

Phase 2: Due Diligence

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

MEET Your Phase 2 Team

Bank Financing

It’s time to secure financing from a bank. You’ll want a dedicated dental lender, and the lending landscape is constantly shifting. We’ll help you navigate the process to the bank with the best deals and terms in your area.

Sample Loan Analysis
  • Apply to two dental lenders (we can help with the right contacts)
  • Complete the underwriting process and get loan offers
  • Make a decision on which bank to use
  • Introduce you to the right banks
  • Help you assess, negotiate and select the best loan option
  • Most of our clients save multiple times our fee on the bank negotiations alone!

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

Legal Documents

You’ll have your own attorney who will help with all things legal. We’ll help you find the right one. The most important things that will happen in this step are the protections that will be put in place (that you hopefully never use).

  • Interview and select a dental attorney
  • Work closely with your attorney to negotiate and finalize legal documents
  • Sign paperwork to open your business entity
  • Introduce you to the best, most cost-effective attorneys
  • Help you know when to do what with the attorneys

Phase 3: 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

Pricing & Payment

Our engagement is always flat-fee, regardless of the time it takes to close on your practice.

Our fee is $10,000 total. The first half ($5000) of your payment is due upfront. The remaining second half is billed to your business after closing. The entire fee is tax-deductible as a business expense.

There is no time limit on your retainer payment. You can look for a practice as long as it takes (record thus far: 3 years, 8 months) without your retainer expiring.


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.

No. We’ll look at as many practices as needed to find the right practice for you and the fee never changes.

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.

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