Dental Practice Transactions & Valuations
Transactions are the pivot points of your career. Whether you are acquiring a competitor, divesting a practice, or navigating a legal settlement, we provide the forensic due diligence, deal structuring, and valuation expertise to ensure the numbers work in your favor.
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The Intersection of Law, Tax, & Finance
A dental transaction isn’t just a handshake; it’s a complex web of tax code, legal contracts, and operational reality. We are the central hub that coordinates your attorneys, lenders, and brokers, ensuring every piece of the puzzle fits together to protect your wealth.
- Mergers & Acquisitions Structuring
- Practice Sale & Exit Strategyof business and personal wealth goals
- Forensic Due Diligence
- Certified Business Valuations
- Transition Tax Planning
- Legal & Divorce Financial Analysis
The Transaction Playbook
Structure. Verify. Execute.
The Deal Architect
We structure the deal before you sign. For buyers, we design the Asset Purchase Agreement to shield you from liability. For sellers, we negotiate the "Purchase Price Allocation" to minimize taxes. We ensure the legal framework supports your financial goals.
The Forensic Investigator
We verify the reality. We don't trust the brochure; we dive into the Practice Management Software. We uncover hidden risks—from insurance fee drop-offs to staffing issues—giving you the leverage to renegotiate the price or walk away.
The Certified Valuator
We define the value. Whether for a divorce settlement, a partnership buy-in, or a sale, we provide rigorous, defensible valuations. We separate personal goodwill from enterprise value to ensure a fair and equitable outcome in any legal setting.
1
The Strategic Assessment
We define the goal. Are you growing, exiting, or settling? We analyze the specific context of your transaction to determine the best tax structure and valuation methodology required.
2
The Deep Dive
We do the homework. For buyers, we perform forensic due diligence. For sellers, we perform a "Net Proceeds" analysis. For legal matters, we perform a certified valuation. We arm you with the data you need to negotiate.
3
The Execution
We close the deal. We work alongside your legal counsel to finalize the agreements, secure the financing, and execute the tax elections, ensuring the transaction closes on time and on budget.
Why Dentists Trust Us with Their Deals
- We know the difference between price and value.
- We structure deals to minimize your tax liability.
- We uncover the risks hidden in the practice software.
- Our CDFA® certification protects you in legal disputes.
- We ensure the deal works for you, not just the broker.
Dental Practice Transactions & Valuations Services
Proven Results Speak for Us
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Frequently Asked Questions
Do I need a broker if I have you?
We are not brokers; we are financial advisors. While a broker finds the deal, we validate the numbers, structure the tax, and secure the loan. We work alongside brokers but represent your financial interests, not the transaction fee.
How long does a valuation take?
A comprehensive valuation typically takes 2-4 weeks, depending on how quickly we receive the data. We can expedite “calculation of value” reports for specific internal decision-making needs.
How do you charge for transaction services?
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Do you help with the legal contracts?
We advise on the financial terms within the contracts. We work directly with your dental attorney (whom we can refer) to ensure that the Asset Purchase Agreement reflects the tax structure and purchase price allocation we designed.