Services and Pricing

✅ Full Buyer Support

Get expert support from search to closing, and avoid buying the wrong practice.

Most dentists don’t buy the first practice they evaluate , and they shouldn’t. The early deals are often overpriced, underperforming, or simply the wrong fit.

This program gives us the room to be completely objective, walk away from bad opportunities, and wait for the right one.

What’s Included:

📊 Unlimited Practice Evaluations

Each practice is reviewed from multiple angles — financial, operational, and clinical — to make sure it fits you. I’ll break down P&Ls, production, and adjustments to uncover true profitability. We’ll assess staff structure, hygiene flow, and patient retention. I’ll also flag any red flags or risks and help you determine if the clinical mix matches your strengths and long-term goals.

  • Full financial review (P&Ls, production, adjustments, true profitability)

  • Operational assessment (patient flow, staffing, hygiene, procedural mix)

  • Clinical fit check (match with your skills and long-term goals)

  • Red flag & risk report

  • Up to 1 evaluation per week for up to 12 months.

🎯 Strategic Guidance

This isn’t just about running numbers — it’s about building a smart acquisition strategy. We’ll start with a one-on-one onboarding call to clarify your goals, timeline, and preferences. From there, I’ll help triage deals, offer honest feedback, and steer you toward practices that are a strategic fit. I prioritize response time for all clients and stay involved throughout your search so you’re never left guessing what to do next.

  • Initial onboarding call to clarify goals and plan the search

  • Ongoing deal triage and recommendations

  • Priority response time for evaluations and support

🧠 Closing Support

Once your LOI is accepted, I’ll guide you through every step of the transition — helping you avoid common pitfalls and move forward with confidence. Support includes:

  • Financing strategy — compare loan options, negotiate terms, and avoid common bank traps

  • Attorney selection — help identifying legal counsel experienced in dental transitions (and avoiding ones that slow down deals)

  • Insurance credentialing support — I’ll guide you through the process and connect you with tools and services to get credentialed on time

  • Staffing plan review — assess current team structure, compensation, and future hiring needs

  • Payment processing setup guidance — choose systems that work with your software and minimize fees

  • CPA referrals — connect with dental-specific accountants who understand practice acquisition and transition planning

  • Detailed closing checklist & timeline — I’ll provide a week-by-week roadmap to keep you organized and reduce stress

  • Ongoing support for up to 12 months — including due diligence, lease negotiations, vendor onboarding, and contingency planning

  • Access to vetted professionals — lenders, attorneys, insurance reps, and other key players I trust

  • Red flag review — I’ll help you spot issues others miss, so you don’t end up with hidden surprises after closing

Why This Works:

  • Flat fee, no commissions — I work for you, not the seller

  • Objective analysis — We walk away from bad deals without pressure

  • 10x ROI standard — I only recommend moving forward if the numbers show a clear return

Pricing

$9,995 — Includes up to 12 months of practice evaluations and up to 12 months of closing support

Frequently Asked Questions

  • Dentists who are ready to buy a practice — whether they’re just starting their search or already deep in negotiations.

  • Absolutely. Most of our clients are first-time buyers. We guide you step-by-step so nothing gets missed.

  • Immediately. Once you pay the onboarding fee and complete the intake documents, you’ll receive a link to schedule your onboarding call. In that call, we’ll help you define your goals, outline your search strategy, and make sure you’re set up to start evaluating practices right away.

  • In our initial strategy call, we’ll talk through how to find practices and what to look for based on your goals. When you find a practice you're excited about, you’ll send over the documents and we’ll start with an initial evaluation to determine if it’s worth pursuing. If it looks promising, we’ll move forward with a comprehensive evaluation and schedule a call to review the details together.

  • Brokers are paid a percentage of the sale price by the seller — which means they’re financially incentivized to get you to pay more, and close quickly, whether or not it’s the right fit.

    We don’t get paid by the seller. We don’t take a commission.
    Our only job is to protect your interests and help you buy the right practice — not just any practice.

  • We’re not a broker or listing service, but we can help you strategize outreach, review listings, and connect with reputable brokers.

  • Definitely. We have strong relationships with dental lenders and can connect you to the right ones for your situation. We will then help you evaluate all of your offers to determine which is best.

  • On average, owners earn $150,000 more per year after becoming owners, and our clients often make much more than this, meaning the investment you make in our service pays for itself many times over.

    But buying the wrong practice? That can cost you hundreds of thousands of dollars in lost income, debt, and stress — and in some cases, even force you to walk away from ownership altogether.

    That’s why our only job is to help you buy the right practice — with data, clarity, and confidence.

  • If you’re not planning to buy a practice in the next 6–12 months, or you're not quite ready to invest in our full program, we offer a 45-minute strategy call.

    This is a focused, one-on-one session where we can:

    • Review your unique goals and timeline

    • Talk through career decisions like associateships, residency, or future ownership

    • Discuss student loan strategy and financial positioning

    • Outline how to meet future bank lending requirements

    • Identify the smartest moves you can make now to set yourself up for ownership success later

    Perfect for:

    • Dental students thinking ahead

    • Dentists entering residency

    • Associates not quite ready to own, but planning to in the next few years

    One-Time Fee: $595

    You’ll walk away with clarity, direction, and expert insight tailored to your current stage.

    If you decide to move forward with the full $9,995 Practice Evaluation service, the $595 will be credited toward the full service — making this a no-risk starting point.

    Link to schedule single call