Seller-Side Review

Dental Exit Strategy Review

A practical review for dentists who are 0-36 months from a sale, DSO conversation, private-buyer transition, or broker engagement.

Important: This is educational/operator-side review. It is not legal, tax, valuation, investment, brokerage, or financial advice and does not replace your CPA, attorney, valuation advisor, broker, or financial planner.

Who this is for

  • You are considering selling in the next 0-36 months.
  • You have been contacted by a DSO, broker, or private buyer.
  • You want to know what will compress your valuation before the buyer finds it.
  • You are unsure whether the next step is valuation, operational cleanup, tax/legal structure, or a buyer process.
  • You want practical seller-side questions to take to your attorney, CPA, broker, or transaction advisor.

Review tiers

Fast screen

Valuation Snapshot

$497

Directional valuation range, risk drivers, missing assumptions, and next questions.

Start with calculator

Pre-market

Sale Prep Plan

$3,500

Prioritized 90-day to 24-month plan for owners who need to improve sale readiness before market.

Request plan

What your review covers

Valuation quality

EBITDA, add-backs, doctor compensation, payer mix, hygiene, concentration, real estate, and likely buyer pushback.

Readiness gaps

Books, lease, HR, contracts, associate depth, hygiene systems, data room, and diligence friction.

Exit path

DSO, private buyer, associate transition, recapitalization, timing, process design, and advisor sequencing.

Serious intake

Submit the practice basics

This routes owners toward free triage, the $497 Valuation Snapshot, the $1,500 Exit Strategy Review, or the $3,500 Sale Prep Plan.

Educational only. This site reflects general industry information and the author's personal experience as a practicing dentist who has bought and sold practices. It is not legal, tax, or financial advice. Every transaction is unique — engage a CPA, attorney, and qualified broker familiar with your jurisdiction before acting on any guidance here. We have no commercial relationship with any DSO unless explicitly disclosed on the relevant page.