Ownership Strategy Review
A one-on-one advisory session to assess your timeline, financing readiness, and next steps, and determine whether full advisory support is appropriate.
Service Fee: $1000
Session length: 60 minutes
Who this is for?
This session is designed for dentists who want:
Clear, professional guidance on practice ownership
An honest assessment of readiness and risk
A better understanding of financing and the acquisition process
A trusted advisor to help them decide what to do next
This session focuses on strategy, planning, and decision making. It does not include review of specific practices.
If you are actively evaluating practices and ready for full due diligence and negotiation support, we’ll discuss whether transitioning into the Practice Evaluation and Advisory Service is appropriate.
This review is for dentists considering practice ownership and looking for experienced guidance on what to do next.
Format and Pricing:
Fee: $1,000
One private advisory call
Approximately 60 minutes
If, after the Strategy Review, we mutually determine that moving forward with the Practice Evaluation and Advisory Service is appropriate, the $1,000 fee may be credited toward the full Evaluation and Advisory Service if initiated within 14 days.
Schedule Strategy Review:
If you are considering ownership and want clarity before moving further, this review is the right place to start: