Exit Planning
You built a legacy. Now, let’s secure it. We provide the advanced valuation analysis, tax-minimizing deal structures, and negotiation support you need to sell your practice for maximum value and retire with zero regrets. Exit on Your Terms!
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Maximize Your Exit Value
A profitable exit doesn’t happen by accident; it is engineered. We help you “stage” your financials to command a premium multiple, whether you are selling to a private buyer, an associate, or a DSO
- Business Valuation & EBITDA Analysis
- Tax-Efficient Purchase Price Allocation
- DSO Deal Vetting (Equity vs. Cash)
- Associate Buy-In & Succession Planning
- "Add-Back" Financial Recasting
- Post-Sale Wealth Preservation Strategy
The Exit Strategy Playbook
Finish Strong. Secure Your Legacy.
The Valuation Engine
We don't just tell you what your practice is worth; we increase it. We "recast" your financials to identify every valid "add-back" (like your car, travel, and one-time expenses) to present the highest possible EBITDA to buyers, directly increasing your sale price.
The Deal Architect
The highest offer isn't always the best deal. We analyze the fine print of DSO offers—scrutinizing "earn-outs," "hold-backs," and "equity rolls"—to ensure you actually receive the money you were promised, protecting you from deals that look good on paper but fail in reality.
The Tax Shield
The IRS wants a huge cut of your sale. We fight to keep it in your pocket. We negotiate the "Purchase Price Allocation" to favor Capital Gains (low tax) over Ordinary Income (high tax), potentially saving you hundreds of thousands of dollars at the closing table.
1
Valuation & Gap Analysis
We start with the truth. We perform a professional valuation of your practice today and compare it to your "Freedom Number" (what you need to retire). If there is a gap, we build a strategy to bridge it before you go to market.
2
"Staging" the Practice
We spend 12-24 months polishing your financials. We clean up your P&L, normalize your provider expenses, and stabilize your staff turnover to make your practice irresistible to premium buyers.
3
Deal Execution & Transition
We stand beside you at the negotiating table. We vet letters of intent (LOIs), coordinate with your attorney on the Asset Purchase Agreement, and structure your post-sale transition to ensure a smooth handover for your staff and patients.
Why Retiring Dentists Choose Us
- We find the "hidden EBITDA" that increases your sale price.
- We protect you from predatory DSO deal structures.
- Our tax strategies keep more sale proceeds in your pocket.
- We ensure your legacy is passed to the right successor.
- We plan your life after dentistry, not just the sale.
Business & Practice Advisory Services
Proven Results Speak for Us
Ready to Build Your Wealth Strategy?
Care for your patients, forget about bookkeeping.
Frequently Asked Questions
How far in advance should I start planning my exit?
Ideally, 3 to 5 years. This gives us enough time to “clean up” your financials, normalize your expenses, and demonstrate a trend of growing EBITDA, which significantly increases the multiple buyers are willing to pay.
Can I sell my practice but keep the real estate?
Yes, and we often recommend it. You can sell the practice operations while retaining the building, turning your real estate into a passive income stream where the new practice owner pays you rent for years to come.
What is an "add-back" and why does it matter?
Add-backs are personal expenses (like your car, travel, or one-time legal fees) that we “add back” to your profit to show a buyer the true earning power of the practice. Identifying more valid add-backs directly increases your sale price.
Is it always best to sell to the "highest bidder"?
The terms are often as important as the quoted purcahse price. Many sophistacated buyers (Venture Capitalists) will present you with an attractive “sticker price” but the devil is in the details. We can help you navigate this minefield to make sure you exit on your terms.