Practice Evaluation and Advisory Service

This service is for dentists who are serious about buying a dental practice and want independent, buyer-side guidance before making a six- or seven-figure commitment.

Most clients are:

• Associates preparing for their first purchase

• Dentists evaluating multiple practices and unsure which one actually makes sense

• Buyers who want to avoid overpaying or inheriting hidden operational problems

• Dentists who value decision clarity over speed

If you are looking for someone to sell you a practice, find listings, or push a deal to closing at all costs, this is not the right service.

We do not act as a broker and we do not represent sellers. That distinction is intentional and important. Brokers are hired by sellers, paid by sellers, and incentivized to move transactions toward closing. Our role is different. We work exclusively for buyers, and our guidance is not influenced by listings, commissions, or deal outcomes.

That said, many clients come to us before they have identified a specific practice, and we welcome that. Early in the process, we help buyers think strategically about where to look, how to approach brokers, and how to position themselves as credible, serious buyers. We also share guidance on outreach strategies, timing, and common mistakes that cause good opportunities to be missed.

In some cases, this early work leads to off-market opportunities through professional networks or direct outreach. While we do not market practices or source listings, we help buyers create the conditions that make strong opportunities more likely to surface.

Our role begins with evaluation, but our value often starts earlier by helping buyers approach the search process thoughtfully and intentionally.

We start by gathering practice documents and a short intake questionnaire so we understand the opportunity and your goals. We then evaluate the practice from a clinical, operational, and financial perspective, focusing on how it is likely to perform under new ownership, not just how it performed for the seller.

Each evaluation results in a written Practice Evaluation Report that stands on its own as a decision tool. The report highlights true profitability, key drivers, risks, assumptions, and tradeoffs so you can decide whether to pass, continue evaluating, or move toward an offer without relying on guesswork or momentum.

This engagement is designed to support evaluation across multiple opportunities until the right practice is identified.

To preserve analytical depth and turnaround time, we evaluate up to one practice per week during the active engagement. This is a quality safeguard, not a cap on total evaluations, and it allows us to give each opportunity the attention it deserves.

We do not make decisions for you, but we provide clear, objective guidance so you can make informed decisions with confidence.

In some cases, that means recommending you move forward. In others, it means advising caution or recommending you walk away. Our role is to help you understand the risks, assumptions, and tradeoffs so you can decide what makes sense for your goals, experience level, and tolerance for risk.

Once an offer is accepted, the focus shifts to verification during the due diligence period.

We help you prepare for the site visit, understand what to observe in the practice day to day, verify whether reported numbers align with reality, assess the condition of the practice, and identify likely expenses after closing. The goal is to determine whether anything discovered materially changes the original decision before final commitments are made.

In-person verification visits are available as an optional add-on and are priced separately based on location and timing.

Many buyers find that structured guidance before the visit and interpretation afterward are sufficient. Others prefer an in-person visit for additional confidence. We help you decide what makes sense based on the specific practice and your experience level.

Once financing offers are received, we help you compare options, understand key terms, and evaluate how different structures affect cash flow, risk, and flexibility.

We also explain what matters versus what is largely noise, so you are not overwhelmed by lender jargon. We do not replace your lender, CPA, or attorney, but we help you understand the decisions you are being asked to make and the tradeoffs involved.

The base engagement includes up to twelve months of advisory support, which is typically more than enough time to evaluate multiple practices and complete a transaction.

If additional time is needed, optional extensions are available. The goal is to give you enough runway to make thoughtful decisions without rushing.

That can be a very successful outcome.

Walking away from the wrong practice can save hundreds of thousands of dollars and years of frustration. Many clients consider this service valuable even if they ultimately choose not to buy, because it helped them avoid a costly mistake and clarified what they are actually looking for.

Brokers represent sellers. Their role is to market the practice and move the transaction toward closing.

We work exclusively for buyers. Our role is to identify risk, challenge assumptions, and help you make informed decisions before irreversible commitments are made. We are not incentivized by listings, commissions, or transaction outcomes.

Most clients evaluate this service in the context of the size of the decision being made.

Avoiding overpaying, identifying risks early, or buying a practice that truly supports long-term income and lifestyle goals often outweighs the cost of the engagement many times over. One good decision or one avoided mistake can easily justify the investment.

That is completely fine.

Some clients engage early to learn what to look for and build decision confidence. Others are actively pursuing a purchase. We adapt to your timing within the scope of the engagement and focus on helping you make better decisions whenever opportunities arise.