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Increase the Enterprise Value of Your Dental Practice Before You Transition

We advise private practice owners on value acceleration and exit readiness, optimizing EBITDA, reducing buyer risk, and strengthening negotiation leverage years before a future transition.

Most practices planning to sell in the next 3–10 years are 20–40% undervalued due to correctable operational and financial risks identified during buyer due diligence.

A brief, confidential review to identify valuation risks and optimization opportunities.

  • Certified Exit Planning Advisor (CEPA)

  • 34+ Years in Dentistry

  • Focused Exclusively on Private Practice Owners

Valuation and Readiness Assessments

This advisory is designed for private practice owners who:

  • Generate $1M–$5M+ in annual revenue

  • Employ 1–3 associate dentists

  • Plan to transition ownership within 3–10 years

  • Want to maximize enterprise value before going to market

  • Are concerned about buyer discounts tied to EBITDA or provider concentration

Why Practices Lose Enterprise Value

Most enterprise value loss occurs years before a transition due to:

  • Provider concentration risk

  • EBITDA normalization issues

  • Hygiene underperformance

  • Associate contract misalignment

  • Payer mix exposure

  • Inefficient overhead structure

These are the same risk factors buyers discount during due diligence.  Value gaps can be corrected when addressed early.

The Value Acceleration Methodology™ is the strategic framework for creating value for the practice owner while aligning their business, personal, and financial goals. The Value Acceleration Methodology guides the Advisor and Business Owner through three gates (Discover, Prepare, and Decide) toward either advancing to advanced value creation or exiting the business.   

Through Value Acceleration, we move your practice from "average" to "Best-in-Class," typically increasing practice value by 30-50%.

  1.  Identify the "Value Gap" - We start with a comprehensive valuation to identify the gap between what your practice is worth now and what you need it to be worth to fund your dream lifestyle.

  2.  De-Risk the Business -  We document systems, lock in key staff, and reduce owner reliance. This turns your practice into an "unbreakable shield" that generates revenue even when you aren't in the chair.

  3. Maximize EBITDA - We implement strategies to push your margins toward the top-quartile benchmark of 30-39%, ensuring you receive the highest multiples when it's time to sell.

Real-World Results

Consider a recent case study of a mid-career solo owner:

  • Starting Point: Internal buy-in value of $4 Million.

  • The Plan: Implemented an Acceleration Plan focusing on team retention, referrals, and Case Acceptance

  • The Result: Buy-in value jumped to $5.8 Million, with 95% team retention.​


The High Stakes: Why You Cannot Afford to Wait

The Harsh Reality Facing Dentists today
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