Seamless Practice Transitions
Whether you are retiring or strategically divesting a location, we fight for your "After-Tax" number. We protect you from predatory DSO contracts, minimize your post-sale obligations, and structure the deal to ensure you keep the maximum amount of wealth you created.
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Sell on Your Terms, Not Theirs
The highest offer isn’t always the best deal. We help you navigate the “Sell vs. Keep” decision, and if you choose to sell, we scrutinize every clause—from earn-outs to hold-backs—to ensure the deal you sign is the deal you actually get.
- "Sell vs. Keep" Cash Flow Analysis
- After-Tax Net Proceeds Calculation
- DSO Contract & Earn-Out Vetting
- Purchase Price Allocation (Capital Gains)
- Seller Liability & Indemnification Limits
- Post-Sale Transition Strategy
The Seller's Playbook
Protect Your Legacy. Keep Your Wealth.
The "Sell or Keep" Decision
Selling isn't always the answer. We analyze the long-term value of holding a non-strategic location versus divesting it. We provide the hard data—showing you the "Opportunity Cost" of selling—so you can make a decision based on math, not just burnout.
The Deal Defender
DSO contracts are filled with traps. We aggressively negotiate "Earn-Out" clauses and "Equity Rolls" to ensure they are achievable. We fight to limit your post-sale restrictive covenants and indemnification risks, ensuring you are truly free once you sell.
The Tax Shield
It’s not what you sell for; it’s what you keep. We negotiate the Purchase Price Allocation to favor "Capital Gains" (lower tax) over "Ordinary Income" (higher tax). We also structure the sale to avoid "Recapture Tax," maximizing your take-home check.
1
Valuation & Net Proceeds Analysis
e calculate your "Walk Away" number. We determine the market value of your practice and then subtract taxes, broker fees, and debt payoff to show you the exact dollar amount that will hit your bank account.
2
Buyer Vetting & Negotiation
We find the right fit. Whether selling to an associate or a DSO, we vet the buyer's financial strength and negotiate the Letter of Intent (LOI) to lock in key protections before legal drafting begins.
3
Closing & Tax Reporting
e finish strong. We review the final closing statement, ensure funds are wired correctly, and prepare the final tax forms (Form 8594) to report the sale accurately to the IRS, preventing future audit risks.
Why Sellers Choose Us
- We fight for your "After-Tax" proceeds, not just the gross price.
- We expose the hidden traps in complex DSO offers.
- We help you decide strictly on math: Sell vs. Keep.
- We limit your liability after the deal closes.
- We ensure your legacy lands in the right hands.
Dental Practice Transactions & Valuations Services
Proven Results Speak for Us
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Frequently Asked Questions
What is a "hold-back" in a DSO deal?
A hold-back is a portion of the purchase price (often 10-20%) that the buyer keeps for 12-24 months to ensure the practice continues to perform. We negotiate the terms to ensure this money is actually releasable and not lost forever.
How are the proceeds of my sale taxed?
It depends on the allocation. “Goodwill” is taxed at lower Capital Gains rates, while “Covenant Not to Compete” or consulting fees are taxed at higher Ordinary Income rates. We fight for the allocation that minimizes your tax bill.
How long do I have to work after I sell?
It depends on the buyer. Individual buyers often want a short transition (3-6 months). DSOs typically require a longer employment contract (2-5 years) to ensure the production stays high. We negotiate this term to match your desired retirement timeline.
Can I sell a portion of my practice now and the rest later?
Yes. This is common with DSOs (called a “Joint Venture” or “Equity Roll”). You sell ~60-70% now for cash and retain ~30-40% ownership. This allows you to take “chips off the table” while still sharing in the future profits of the business.