Strategic Guidance for Dental Practice Ownership Transitions
Dental practice transitions are high-impact events that affect patients, staff, and long-term financial outcomes. I work directly with dentists to provide independent, confidential advisory support through ownership transitions—before, during, and after change occurs.
My role is not transactional. I help dentists prepare, evaluate, and navigate transitions with clarity, continuity, and confidence.
Transition Planning & Readiness Assessment
Successful transitions begin well before a purchase, sale, or internal transfer. I help dentists assess readiness and identify issues that can impact timing, value, or continuity.
Advisory support may include:
- Practice readiness and stability assessment
- Identification of operational or financial risks
- Transition timeline planning aligned with personal goals
- Patient and team continuity planning
Early planning reduces disruption and protects long-term practice value.
Transitioning into ownership involves far more than acquiring a practice. I help buyers understand what ownership will look like operationally and financially after the transition.
Buyer advisory support may include:
- Operational and workflow evaluation
- Overhead, staffing, and revenue cycle review
- Identification of transition-related risks
- Ownership preparedness and post-transition planning
The goal is informed ownership—not surprises.
Exiting a dental practice requires preparation, coordination, and timing. I help sellers address issues that commonly delay or complicate transitions.
Seller advisory support may include:
- Pre-transition operational assessment
- Identification of value-impacting concerns
- Staff and patient continuity planning
- Coordination with CPAs, attorneys, and other licensed professionals
Thoughtful preparation supports smoother transitions and protects your legacy.
Transitions Involving Facility or Location Changes
Some transitions involve relocation, consolidation, or changes to the physical space. I do not provide real estate services. I help dentists understand how these changes affect transition timing, patient retention, and operational continuity—strictly from an advisory perspective.
Lease Negotiations
Your commercial lease and or renewals are one of the most important documents relating to the ownership of your dental practice.
Dental Practice Transitions
Are you considering and planning a start-up, de novo, adding an associate, buying, selling, or retiring, etc? - We can assist you with your dental practice transition.
Other Dental Practice Transition Services
Additional service options upon request. Just ask!
Let’s Plan Your Dental Practice Transition
If you’re considering a dental practice transition—now or in the future—I can help you assess readiness and prepare strategically.