Helping Dentists Buy the Right Dental Practice
Independent clinical and operational due diligence with acquisition support for dental practice buyers.
Already evaluating practices? Learn about our full Evaluation and Advisory Service
Our independent due diligence has supported over $250M+ in dental practice transaction decisions.
Our Services
We offer two advisory services depending on where you are in the ownership process. Most clients begin with the Ownership Strategy Review before deciding whether to move forward with full advisory support.
Ownership Strategy Review
One-on-One advisory session
For dentists evaluating whether ownership aligns with their goals and how to proceed.
Service Fee: $1,000
Session length: 60 minutes:
✓ Assess whether practice ownership makes sense for your goals and situation
✓ Review financing considerations, student loans, and liquidity
✓ Understand how banks, brokers, and sellers evaluate buyers
✓ Clarify realistic next steps and common pitfalls
✓ Determine whether and when full advisory support would be appropriate
Evaluation and Advisory Service
Comprehensive acquisition support
For dentists actively preparing to purchase a practice.
Engagement Fee: $9,995
Engagement Length: Up to 12 months
✓ Independent clinical and operational due diligence
✓ Practice evaluation and risk analysis
✓ Negotiation strategy and deal structuring
✓ Support through due diligence, financing, and closing
Our clinical and operational due diligence helps buyers understand how a practice is likely to perform for them as the owner, not just how it performed in the past.
Bank Prequalification and Lender Introductions.
The first step in buying a practice is understanding your financing options.
We maintain relationships with leading dental lenders and can connect you through a single, streamlined referral process.
Why Independent Due Diligence Matters:
In most transactions, sellers typically hire brokers with years of transaction experience to represent their interests.
Buyers often enter the process without independent representation.
Our independent due diligence exists to restore balance, providing buyers with objective evaluation and independent judgment to determine whether a practice truly aligns with their goals.
About.
Hi, I’m Chris. I’m a dentist, former practice owner, and advisor who helps dentists make smart practice purchase decisions.
Before becoming a dentist, I studied accounting at the undergraduate level and worked in multiple accounting roles. Combined with firsthand practice ownership experience, this has given me a unique perspective that spans financial, clinical, and operational analysis.
If you’re considering practice ownership and want clarity before making a major decision, I’d be happy to help.
Chris Marshall, DDS | Advisor
Practice Ownership Advisors
Not sure where to start?
Start with the Ownership Strategy Review
This advisory session is the best way to get clarity on your path to ownership and determine the appropriate next steps.