Strategy. Execution. Growth.

A dental practice broker represents the practice owner through a sale or transition: establishing a defensible valuation, preparing the practice for market, confidentially identifying and qualifying buyers — private dentists, groups, or DSOs — managing competitive tension between offers, and coordinating diligence, lending, and legal workstreams through to close. The broker's job is to protect your economics and your confidentiality at every step.

It depends on your goals for timing, autonomy, and total proceeds. DSO transactions often deliver a higher headline value and may include equity rollover with a second liquidity event — but typically require a multi-year post-close employment commitment and a change in operational control. A private buyer usually means a cleaner exit and greater continuity for staff and patients, at a value tied more closely to conventional practice multiples. The right answer follows from your timeline to retirement, your appetite for continued clinical work, and how you weigh certainty against upside.

Private-practice transactions are commonly benchmarked against a percentage of annual collections, while group and DSO buyers underwrite to adjusted EBITDA — earnings normalized for owner compensation, non-recurring expenses, and market-rate associate pay. A multiple is then applied, influenced by practice size, growth trajectory, payer mix, provider depth, hygiene production, real estate, and geography. Because the EBITDA adjustments are themselves negotiable, how the financials are prepared and presented materially affects the final number.

Most transitions run roughly four to nine months from engagement to close. Preparation and valuation take several weeks; marketing and buyer qualification a month or two; and the period from signed letter of intent through diligence, financing, and closing another sixty to ninety days. Timelines extend when financials need cleanup, when real estate or lease assignment is involved, or when multiple partners must align.

Yes. Prospective buyers are qualified and bound by non-disclosure agreements before receiving identifying information, and the practice is presented on a blind basis until a serious, vetted party is engaged. Protecting staff stability and patient continuity through the process is central to the outcome — people learn of a transition on your timeline, not the market's.

No. Dental transitions and DSO advisory are a defined specialty, but our brokerage, advisory, and professional services mandates extend across sectors — transaction brokering, strategic partnerships, market entry, and operational consulting for private and institutional clients.