Practice Evaluation and Advisory Service Engagement Request

Who This Is For

You are a strong fit if all of the following are true:

  • You are a licensed dentist planning to purchase a practice in the next 6 to 12 months

  • You are actively reviewing opportunities or expect to begin reviewing practices shortly

  • You are financially prepared to pursue financing

  • You value clinical and operational due diligence over broker narratives

  • You want buyer-only representation with no commissions or conflicts

  • You are comfortable making decisions without extended back-and-forth calls

Our full practice evaluation engagement is currently priced at $9,995.

What This Is Not

  • This is not a general advisory or education service

  • This is not an application for a free strategy call

  • This is not appropriate for early exploration or hypothetical planning

If you are still deciding whether practice ownership is right for you, we recommend starting with our Ownership Readiness Review.

How the Process Works

  1. Submit the application below

  2. Applications are manually reviewed

  3. If approved, you will receive an engagement agreement and invoice

  4. Once payment is completed, we schedule an kickoff onboarding call focused on execution and next steps

About the Engagement

Practice Ownership Advisors provides buyer-side representation focused on:

  • Clinical and operational practice evaluation

  • Identification of seller-dependent versus transferable income

  • Assumption and risk analysis prior to offers

  • Negotiation strategy and deal structuring

  • Support through due diligence, financing, and closing

The goal is to ensuring our clients have all of the relevant information needed to make educated and financially responsible decisions regarding their dental practice acquisition.