Within 12 months
You are decided. We move directly to valuation, CIM preparation, and a confidential buyer process. Most engagements at this stage close within six to nine months.
We represent a small number of practice owners each year — dentists who have built something exceptional and intend to exit accordingly. Every engagement begins privately, moves deliberately, and is judged not by the speed of the sale but by the quality of the outcome.
From the day we sign an engagement, you have one principal advisor and a coordinated team of specialists working a single objective: the highest-quality transaction for your practice, in the time frame you set.
Owners who engage two to three years before sale almost always realise materially more than those who engage at the point of decision. We can begin quietly, at any horizon.
You are decided. We move directly to valuation, CIM preparation, and a confidential buyer process. Most engagements at this stage close within six to nine months.
We complete a strategic valuation, identify the two or three levers most likely to compound value, and quietly prepare the practice and its records for a future market.
A value-build advisory engagement. Annual or bi-annual reviews, scenario planning, and successor-readiness work for owners thinking about legacy, not just liquidity.
Not every owner wants a single closing date. We design and run phased transitions — associate-to-partner buy-ins, partnership dissolutions, two-stage exits with continued clinical involvement — coordinating tax structure with your accountant and agreements with your counsel.
Where you own the premises, the structure of the real estate transaction can materially change the after-tax outcome of the practice sale. We advise on the two together — separately marketed, sold together, or held with a long lease back.
We will spend an hour understanding your practice and your timeline. If we are the right firm for you, we will say so. If we are not, we will say that too.