The Process

How We Help You Make a Successful Transition

Every dentist’s retirement journey is unique. That’s why our process begins with understanding you - your goals, your concerns, and your vision for life after dentistry, both personally as well as professionally. We want to know not only what you’re leaving behind, but also where you’re heading.

Step 1: Discovery & Alignment – A determination of needs

We start with a relaxed conversation about:

• Your retirement vision and desired timeline
• Expectations for patients, staff, and your legacy
• Possible roadblocks or “deal breakers”
• The personal meaning of this transition for you

This is where we explore both the practical and the symbolic—your financial objectives and your emotional readiness.

Step 2: Assessment & Strategy

We gather key financial and operational data to assess your practice’s current value and its appeal to different types of buyers. Then we provide:

• A clear valuation range as well as suggested tax efficient allocations of the sales price
• Recommendations for increasing value before listing
• A personalized transition plan that addresses both business and personal priorities

Step 3: Preparation & Staging

We work with you to:

• Optimize key performance indicators (KPI)
• Address compliance and documentation gaps
• Prepare staff and patient communication strategies
• Stage the practice for maximum buyer interest

Step 4: Confidential Marketing

Our transition team discreetly approaches vetted buyers—solo practitioners, groups, and DSOs - matching them to your values and goals.

We manage:

• Buyer screening and NDAs (Non-Disclosure Agreements)
• Offer structuring and terms
• Coordination with legal, tax, and financial advisors

Step 5: Closing & Beyond

We guide you through the closing process, then help you navigate your first months after transition. Whether you choose a clean break or a phased exit, we ensure continuity for your team and patients.