An intermediary’s function is designed to make the process of selling and/or buying a dental practice easier and more efficient by:
- Using a comprehensive suite of tools, we streamline the acquisition process and simplify the complexities of the transaction.
- We provide access to a comprehensive database of our dental practices for sale, enabling buyers to quickly and easily identify potential targets.
- We also provide a platform for buyers and sellers to engage in negotiations and execute the transaction.
- And finally, we provide a detailed fair market value financial analysis which includes projections, enabling buyers to make informed decisions and maximize their returns.
Intermediaries also protect confidentiality, which is critical in a dental practice transaction. If staff, patients, or competitors hear about a sale too early, it can create uncertainty and impact revenue. A qualified intermediary helps control how and when information is shared, usually by requiring interested buyers to sign confidentiality agreements before seeing financials.
Another major benefit is buyer screening. Not every person who says they want to buy is financially ready or a good fit. An intermediary can filter unqualified inquiries, confirm proof of funds, and focus only on serious buyers. This saves the seller time and reduces stress.
Intermediaries also help structure the deal properly. For example, they can guide whether the transaction should be an asset sale or another structure, what a reasonable transition period looks like, and how to negotiate items like equipment, leases, and patient records. In many cases, small details can affect the final outcome, so having an experienced intermediary reduces risk and helps both sides reach an agreement faster.
Reducing risk and increasing long term success
A dental practice transaction does not end at signing. Without proper planning, buyers may struggle with patient retention, staff management, or operational continuity. Intermediaries often assist with transition planning, helping both parties define how introductions will occur, how long the seller will stay involved, and how responsibilities will be transferred. This preparation improves stability, protects goodwill, and increases the chances that the practice will continue to perform well after the sale.
