We help dentists determine whether a practice is worth buying.
You end up with a real understanding of what you're buying, what the practice will look like under your ownership, and whether the price is fair. One flat engagement fee covers multiple evaluations, offer strategy, and due diligence support through closing.
500+
Practices Evaluated
30+
States
(and 3 Canadian provinces)
2020
Since
What We Do Is Different
Valuations done by a practice broker or an accountant are not enough. They review the seller's tax returns and the seller's financials. Everything they see is based on what the seller did, not what you will do.
We evaluate how the practice will perform for you.
Whether the production will transfer to you. Whether the practice will be profitable under your ownership. Whether the asking price is affordable based on what your income will be once you own this practice.
“The goal isn't just to buy a practice. It's to buy the right practice, at the right price, with your eyes wide open, so you can walk in day one knowing you made the right decision.”
Chris Marshall, DDS
Built on Real Data
Every evaluation is built on a proprietary database of over 500 dental practices we've analyzed. When we tell you a practice's overhead is high, or its hygiene department is underperforming, or its asking price is above market, it's because we're comparing it against real data from hundreds of similar practices, not industry averages from a textbook.
The Practice Evaluation Report
The core of our service is a comprehensive written report for every practice you evaluate. This is not a summary or a spreadsheet. It is a detailed, written analysis that gives you a complete picture of what you are buying and what the practice will look like once you own it.
Production analysis and revenue breakdown
Seller-dependent revenue assessment
Hygiene department utilization
Staffing structure and overhead analysis
Procedure mix and clinical alignment
Financial projections under your ownership
Purchase price range and fair market assessment
Clear recommendation: move forward, renegotiate, or pass
Your 5 Advisory Calls
Each call is tied to a milestone in the acquisition process.
1
Onboarding & Strategy
We learn your clinical background, financial position, and what you want in a practice. You get a framework for evaluating every opportunity that comes across your desk.
2
Evaluation Review
We walk through your first report together so you understand how to read every section and what the numbers mean. Once you understand the format, future evaluations go straight to your inbox so we can move faster.
3
Offer & Negotiation Strategy
We help you figure out what to actually negotiate on, from purchase price to associate terms to asset allocation, so you can put together the strongest offer and get the best deal possible.
4
Due Diligence Review
We give you a checklist of exactly what to look for and what data to gather during your site visit. Once you have been in the office, we review those findings together so you know exactly what you are buying before you close.
5
Financing & Closing
We review your financing structure, make lender introductions if needed, and walk through the closing checklist so nothing gets missed.
Client Results
Dr. Jonathan and Anna Min, DDS
Owners, The Dental Place · Dallas, TX
“Chris has been a huge help during this whole practice acquisition process. He looks at practices as a dentist, not just from numbers on paper. He breaks down procedures, clinical flow, and real growth potential in a way accountants and bankers just don’t. When I first looked at the practice I’m buying, I actually thought it was overpriced and not a great deal. Chris’s analysis completely changed my view. What I paid him is nothing compared to the value I got.”
Dr. Arnie Krogh, DDS
Owner, Anchor Dental · Anchorage, AK
“I needed someone in my corner that was readily available. Chris was really good at explaining what to look for, what kind of red flags to watch out for when evaluating a dental practice. The biggest thing I’ve seen is that everything I’m putting in, I’m getting out of it. What I didn’t expect was how easy Chris was to access. He absolutely knows what he’s doing.”
“I was scared to make a bad decision, so I needed someone to evaluate the practice. Chris reassured me I wasn’t making a bad decision, and I saved $90,000 on the sale price due to Chris advising me on what to negotiate and what a fair price would be. There are a lot of things you just don’t know. Chris saved me a lot of time and money due to his in-depth knowledge.”
Dr. Ekaterina Gabashvili, DDS
Practice Owner · Los Angeles, CA
“My biggest worry before buying was not knowing things I didn’t know. I had accounting experience, but I was worried about missing dental-specific details that could lead to bad decisions. Working with Chris gave me the confidence to go for a good opportunity when it came up. His evaluation gave me a clear idea of what to focus on, and talking with him helped me figure out the best type of practice for me. Compared to big consulting firms, his fees are way more affordable and you get much more personalized help.I’ve already saved over $100,000 using his strategies.”
Dr. Michael DePaolo, DMD
Practice Owner · Red Bank, NJ
“There is so much information provided by the selling doctor and if you don’t know the right metrics to look at, it’s very easy to become overwhelmed. Chris showed me the most important aspects of a practice to evaluate, so when the right practice came along I was able to dive into the seller documents with his guidance and know I was making the right decision. His responsiveness made the whole process easy. He consistently went through practices I sent in detail and provided a thorough analysis within only a few days. Connecting with Chris helped me find the right people to work with and learn what to look for from somebody who has real experience with this process.”
The seller is likely paying their advisor 10% of the sales price. On a $1.2 million practice, that's $120,000.
We help our clients negotiate lower purchase prices, better terms, and stronger loan rates. The savings routinely exceed 10-15x our fee.
What's included:
Independent practice evaluation reports
5 milestone advisory calls
Offer and LOI strategy
Clinical and financial due diligence support
Comprehensive acquisition closing checklist
Lender, CPA, and attorney introductions
Email support between calls
Multiple evaluations if needed
Optional: In-person due diligence visits priced separately.
Frequently Asked Questions
Brokers represent sellers. Their job is to protect the seller’s price and timeline. We represent buyers. Our role is to evaluate the practice from your side of the table and determine what it is actually worth to you as the future owner. Brokers present historical performance. We assess forward-looking risk and owner viability.
Yes, but the roles are distinct. An attorney protects you legally and reviews contracts. A CPA reviews financial statements and tax returns. We evaluate the business itself: whether production is transferable, whether the procedure mix aligns with your strengths, and whether the asking price reflects true cash flow.
Ideally before you sign an LOI and before you become committed to a specific practice. The most costly mistakes happen when buyers rely solely on broker projections or negotiate without fully understanding long-term financial implications.
The engagement covers multiple evaluations. Most buyers evaluate three to five practices before finding the right fit. If one doesn’t work out, you move on to the next without additional cost.
We give you clear, direct guidance. When the numbers support moving forward, we tell you. When they don’t, we tell you that too. We don’t sugarcoat findings or hedge to avoid difficult conversations.
Walking away from the wrong practice can save you hundreds of thousands of dollars. Many clients consider this the most valuable outcome of the engagement. Your engagement includes multiple evaluations, so if one doesn’t work out, you move on to the next without additional cost.
You’re about to make a decision worth $500,000 to $1.5 million. Avoiding overpaying by even 5% on a $900,000 practice saves $45,000. Identifying a staffing risk that would cost $80,000 to resolve post-closing saves $80,000. One good decision, or one avoided mistake, typically justifies the investment many times over.
✍️ Apply to Work With Us
We review every request personally. If your situation is a good fit for our advisory service, you will receive next steps and a service agreement within 3 business days.
Free: Practice Evaluation Checklist
A 44-page guide to help you start thinking through how to evaluate a dental practice before you buy.
