Preparing to sell
Twelve months before market is the right time to set a defensible asking price and identify any value levers worth pulling.
Independent Valuation
What is your practice actually worth — to a buyer with cash and a lender?
A defensible practice valuation is a strategic instrument, not a guess. Our reports are earnings-based, comparable-supported, and produced to the standard expected by Canadian dental lenders and accountants. They are also bound, designed, and delivered like the documents your decision deserves.
What's Included
A bound report, not a spreadsheet.
- Three-year normalised financial analysis. Add-backs, owner compensation adjustments, and one-time items identified and documented.
- Practice profile and clinical mix. Production by category, hygiene contribution, recall, fee-for-service vs assignment ratios.
- Patient base diligence. Active patient counts, new patient flow, attrition, and demographic trends.
- Premises and lease analysis. Term, market-rent comparison, options, and renewal positioning.
- Market comparables. Recent Canadian transactions in comparable geographies, blended with private-market data we maintain in-house.
- Defensible methodology. Earnings-based (DCF / capitalised earnings), supported by asset and market approaches where appropriate.
- Strategic value drivers. The two or three changes most likely to materially move the number, with a frank estimate of effort and timeline.
When To Get One
A valuation is useful long before a sale.
Bringing in a partner
Associate buy-ins and new partner admissions require a defensible value — to your tax structure, your counsel, and the incoming partner's lender.
Estate & insurance planning
Your accountant and life insurance carrier will both ask. A current valuation supports buy-sell agreements, shareholder agreements, and contingency planning.
Strategic tracking
Owners three to ten years from sale benefit from a periodic valuation as a measure of progress — and as a planning tool for the years that remain.
Divorce or partnership dispute
When required for legal proceedings, we deliver a valuation suitable for filing — coordinated with your counsel and accountant.
Refinancing
Canadian dental lenders require defensible value evidence for refinancing and recapitalisation. We produce reports lenders accept.
Begin
A confidential valuation is the first conversation we have with most clients.
Engagements typically complete within three to five weeks of receiving your financials. All information is held in strict confidence under NDA.