Frequently Asked Questions


Practice transitions raise a lot of questions, and most of them come up in the first conversation. Here are the ones we hear most often, answered plainly.
Two different ways, depending on which side of the deal you are on. Sellers pay a commission when the practice actually sells, so nothing is owed while it sits on the market. Buyers pay a flat $6,000, half at the start and half at closing, no matter how large the transaction turns out to be. We will tell you exactly which applies to you on the first call.
No. Plenty of the valuations we run are for owners who are three or four years from selling and simply want to know where they stand. There is no obligation to list afterwards, and knowing the number early is usually what allows you to improve it.
Our listings and our market knowledge are concentrated in Florida and the wider Southeast, which is where we can genuinely tell you what a practice is worth. Buyer representation is handled remotely by phone and video, so we can work with you on a practice wherever it happens to be.
Reach out for a conversation. Whether you are years away from selling or actively looking at practices to buy, an early conversation costs nothing and usually clarifies a great deal. Sending over a recent tax return lets us give you a useful answer straight away.
Location, financial performance, patient demographics, operational efficiency, reputation and the nature of patient relationships all contribute. The balance of fee-for-service work against insurance-based revenue matters as well, as does the strength of the hygiene department.
While your practice is performing well financially, with a stable or growing patient base and a good reputation. Planning ahead and preparing for a sale a few years in advance is the single most effective way to maximize what your practice is worth.
Start with a professional valuation so you understand where you stand. From there, focus on operational efficiency, financial performance and patient satisfaction. Keep clean financial records and maintain your facilities and equipment.
Anywhere from six months to a couple of years, driven mostly by how prepared the practice is and how quickly the right buyer appears. A practice with clean records and a defensible valuation moves considerably faster than one brought to market in a hurry.
That depends heavily on the buyer, which is exactly why we vet them. Most transitions include a handover period where the seller stays on for a while to introduce patients and steady the team. We plan that period as part of the deal rather than leaving it to be worked out afterwards.
Yes, and it is a priority throughout. Word traveling before you are ready can unsettle staff and patients, so we control carefully what is disclosed and when.
A buyer's representative works exclusively for the buyer rather than the seller. That includes an independent valuation of any practice you are considering, help securing financing, referrals to dental attorneys, CPAs and credentialing specialists, and negotiation on both the purchase price and the real estate or lease terms.
Yes, and this is one of the more useful moments to bring us in. We can value the practice independently of whatever the listing broker is telling you, pressure test the financials, arrange the financing, and negotiate the purchase and lease terms on your behalf. You do not need to have found us first.
Location, the size and loyalty of the patient base, financial performance, reputation, and the condition of the facilities and equipment. Lease terms deserve close attention too, since they often affect long-term profitability more than the purchase price does.
Financing involves securing a loan to fund the purchase, expansion or transition of a practice. Conventional bank loans, SBA lending, seller financing and dental-specific lenders are all options, and each is underwritten differently. The right fit depends on the practice and your financial profile.
Send over a tax return and we will tell you what the practice is worth and whether a bank will finance it. The first read costs nothing.

