Buyer Consulting

Every decision in the buying process counts. What you say and do can determine whether you secure your dream practice at the right price. We're here to coach you every step of the way.

The Process:

Our process is thorough, and we can assist you at any stage of your buying journey. Here are the 12 key steps:

Our Fees

Our consulting fee is $6,000. A third ($2000) is due upfront, and the remaining $4,000 is payable upon closing. This fee applies whether you evaluate one practice or ten. The final $4,000 payment can often be included in your closing costs, reducing your out-of-pocket expenses at closing. We do not provide consulting for new start-up practices, but we can recommend experienced consultants who specialize in this area.

Need a second opinion on a practice you’ve selected? Take advantage of our discounted rates! Simply email us with your details, and we’ll send you a quote promptly.

WHAT WE DO FOR YOU:

The sooner we start working together, the better—we’ll guide you through every stage of the buying process. But if you’ve already found a practice and need a second opinion, we’ve got you covered. No matter your situation, we’re here to help you make a confident, informed decision.

Finding the Perfect Location for Your Practice: Your practice location determines both your professional success and quality of life. We leverage our expertise to guide you toward a community where you can build a thriving practice and enjoy the lifestyle you envision. If you have a general idea of where you want to live but need help refining your options, we’ll provide valuable insights to help you make the best choice for your future.

Mastering Your Site Visit: A strong first impression during a site visit can be the difference between securing your dream practice or losing it to another buyer. Before your visit, we conduct a coaching session to help you ask insightful questions, say the right things, and build a strong rapport with the seller. We also provide a detailed checklist to keep you prepared. In competitive markets, sellers may have multiple offers—our goal is to ensure you’re their top choice!

Practice Analytics: Financials matter, but they don’t tell the whole story. While we meticulously analyze revenue, cash flow, and net income, we also assess other crucial factors—treatment scope, team structure, growth potential, online presence, Google ranking, advertising efforts, and more. With our insights, you’ll be equipped to make a confident, well-informed decision. After all, an educated buyer is the best buyer!

Due diligence: Some brokers may encourage submitting a Letter of Intent (LOI) before conducting due diligence, but we believe it should come first. Why? Because uncovering issues after submitting an offer can lead to unnecessary risks and complications.Since renegotiating a practice’s price post-offer is extremely difficult, we equip you with a detailed worksheet and checklist to ensure you evaluate every critical factor upfront. Once you've completed the process, we’ll meet to review your findings and guide your next steps.

Letter of Intent (LOI): A well-crafted Letter of Intent (LOI) is crucial for setting the stage for a smooth practice transition. At this point, we strongly recommend working with a dental-specific attorney to draft your LOI, rather than relying on a broker’s template. While LOIs are not legally binding, they create a framework that can streamline negotiations and prevent costly complications when finalizing the Purchase and Sale Agreement (PSA). We’re here to guide you through key LOI details, including pricing, accounts receivable, and timelines, ensuring your best interests are protected from the start.

CALL US AT: 541-520-5507