Next Point Dental

Enjoy the Rewards of
your Life's Work.

General Dentistry • Orthodontics • Pediatric • Endodontics • Oral Surgery • Periodontics • Multi-Specialty

Things to Consider Before

Transitioning Your Practice

Start Early

It’s never too soon to begin planning. As a clinician, the value of your dental practice often depends on your ongoing involvement. With proper planning, you can transition on your timeline and terms. [Learn about the exit process]

Why & What You Want

The first step is to identify your goals. Do you love dentistry but dislike the non-clinical work? How long do you want to work after selling your practice? Defining your priorities will provide clarity and guide your transition.

DIY or Get Help?

Sure, you can try to sell your practice on your own. But should you? Selling a medical practice involves complex challenges and regulatory hurdles. This is your life’s work having experienced professionals can make a huge difference.

Already Have an Offer?

If you have an established practice, chances are you are receiving unsolicited offers. Even if you already have an offer, working with an M&A advisor can ensure you get the best value. A well-marketed process can significantly improve the offer you receive. An advisor who represents only you, not the buyer, can maximize the offer and terms you receive.

DSO Considerations

Transitioning to a Dental Service Organization (DSO) can offer significant benefits but also comes with complexities. When considering a DSO, it's essential to understand the various factors at play, such as overall valuation and deal terms, post-transaction employment, impact on your staff and practice culture, and identifying risks involved in the transaction.

Build a Team

Successful transitions require a collaborative approach involving financial, legal, tax, and wealth planning. Understand the transaction's financial impact on your future income. Will it provide sufficient proceeds to meet your needs? Consult with a wealth advisor to find these answers ensuring you have a cohesive team working in your best interest. Download our Exit Checklist.

We help you get the BEST deal

The best deal isn't just about numbers.
It's about the BEST match and fine print.

Our proven process helps you make informed decisions,
find the right partner, and maximize your sale outcome.

We would love to learn more about your objectives and answer your questions.

Our Repeatable Process

Getting to know you: We take the time to understand your objectives, your valuation goals, and your ideal outcome.

Practice Assessment: We analyze all financial and operational aspects of the business to determine a range of value.

Pitch Development: We build a detailed pitch book that comprehensively demonstrates the value of your business.

Marketed Sales Process: We solicit interest through a broad marketing process that amplifies exposure to maximize your value.

Negotiations and Review: We obtain offers from interested buyers, review and analyze them with you and your legal and accounting team. We help you negotiate price, terms and structure collaborating with your other advisors.

Due Diligence: We build and manage the data room and facilitate the due diligence process.

Closing Support: We work with the seller’s counsel to negotiate a definitive agreement and are with you through the closing and until the wire transfer clears.

Are you ready to find out how Next Point Dental can guide your practice transition?
Contact us today to discuss your options and take the first step toward a brighter future for you and your practice.

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