Buying or selling a dental practice can be a rewarding experience. It also requires asking the right questions and carefully examining the answers. This is a consequential decision, one that affects the rest of your life. Our expertise and experience can help you make the right decision, and move  forward with confidence.

At a minimum, the following should be reviewed by our professionals in order to assess the economics and practicalities of a dental practice acquisition or partnership.

STEP 1. 

  • 3-5 years of federal income tax returns and financial statements
  • 3-5 years of annual production, adjustments, collections by provider (Doctor, Hygienist)
  • 3-5 years of annual totals of production by procedure
  • Report of outsourced procedures
  • Patient demographic information (age groupings, zip codes, etc.)
  • New patient report
  • Fee schedule and services offered
  • Space lease contract
  • Employment agreements for associates
  • Employee census information
  • Employee benefit programs
  • Assets: furniture, equipment, computers and software, with age or year of purchase

Buying/selling a dental practice or becoming a partner in an existing practice can be one of the most important milestones in a dentist’s career. Prior to signing a letter of intent, dentists are well advised to consider the items mentioned above.  Along with the right team of professionals, a buyer and/or seller will have the greatest opportunity to purchase/sell a practice in an efficient and cost-effective manner. As we begin the due diligence process, it is possible that either party will be dissuaded from purchasing or selling.  However, it is our job to help you make that decision as early as practical.

STEP 2. 

1. What is being purchased?  Goodwill, Assets, Etc.
2. Location and real estate – purchase or lease?
3. Restrictive covenants? – non-solicitation/non-compete
4. Liabilities; contracts, liens, encumbrances
5. Tax consequences? – Purchase price allocation


  • Structure
  • Operating agreement
  • Buy-Sell agreement
  • Compensation agreements