Full Support Service Details
$9,995 flat fee, paid up front · 12-month term, ending at closing
Buyer-side advisory support through the entire purchase, from your search through closing. One flat fee covers every practice you consider, however many it takes to find the right one.
What the engagement includes
Written evaluation reports
One for every practice you submit, up to one per calendar week.
Five advisory calls
One at each stage of the acquisition, listed below.
Email support
Between the calls, for the full term.
Offer and negotiation guidance
Offer considerations, negotiation strategy, and deal structure.
Post-LOI support
Verification and due diligence support, financing comparison, and closing advisory.
A broker list
Brokers in the states you are searching.
Introductions
On request, to attorneys, lenders, CPAs, and credentialing services who work with dental practices.
A closing checklist
Twelve phases, from the signed LOI through your first thirty days of ownership.
Calls included with Full Support
Five structured advisory calls are included, each held at a defined stage of the acquisition. Outside of these calls, ongoing support is provided by email.
Ownership Strategy Review and Onboarding
This call takes place after you sign. We review your readiness, timeline, and financing considerations, set the plan for your search, and provide a list of brokers in the states you are searching.
Initial Practice Evaluation Review
This call follows your first written evaluation. We review the report in detail and explain the findings, risks, and assumptions. Later evaluations are delivered as written reports, with follow-up by email.
LOI and Negotiation Strategy
This call takes place when you select a practice to pursue. We review offer structure, negotiation strategy, and risk, and prepare you for attorney involvement and the drafting of the letter of intent.
Verification Decision
This call follows acceptance of the LOI and completion of verification. We review the findings and what they mean for your decision to proceed, renegotiate, or withdraw.
Financing Comparison and Closing Readiness
This call takes place once your financing offers are in hand. We compare the terms side by side and review your closing readiness.
What each evaluation report covers
Active patient count
Derived from hygiene procedure counts, cross-checked against radiograph counts.
Collections per patient
Benchmarked against practices we have evaluated.
Hygiene utilization
The recall base against the median.
Production by procedure
Procedure mix against averages, with outliers flagged.
Procedure mix against your skills
Production you are not able to perform, identified.
Fees and payer mix
The fee schedule against averages, and the effect of PPO, fee-for-service, and Medicaid.
Overhead, line by line
Including payroll, family members on payroll, and rent against market.
Cash flow, three ways
Conservative, moderate, and strong production scenarios.
The asking price in context
Against comparable sales, with a working capital plan. This is analysis for your decision, not a valuation or appraisal.
Each report ends in a recommendation: move forward, renegotiate, or pass.
Introductions
On request, we will introduce you to attorneys, lenders, CPAs, and credentialing services who work with dental practices. You select and engage your own advisors, and they are responsible for the legal, tax, financing, and credentialing work on your transaction.
The terms
The fee
$9,995, due in full upon signing, paid by ACH. It is flat, does not vary with the price of the practice, and is non-refundable.
The term
Up to 12 months from the effective date, ending at closing or expiration, whichever comes first.
Practices submitted
Up to one per calendar week, for the full term.
Turnaround
Evaluations are typically delivered two to three days after we receive the complete document set.
Extension
If you have not purchased a practice within the 12-month term, extensions to the service are available at a reduced fee.
Priced separately
In-person verification visits and post-closing advisory support.
The full terms
The service agreement governs the engagement, including the non-refundable fee, limitation of liability, and dispute resolution.
What we need from you
An evaluation begins when the documents arrive. We provide the request list to send to the broker.
The financials
Profit and loss statements and tax returns, two to three years.
The production reports
Procedure-level production for a full year.
The listing package
Prospectus, asking price, staff and pay detail, lease terms, and equipment list.
Your side of it
Licenses, clinical comfort, down payment, debt, and timeline.
Add-on services
Two services are available in addition to Full Support. Neither needs to be decided on today, and we raise both when they become relevant to your deal.
In-person site visit
Financial statements tell you what the practice collected last year. Standing in the office tells you what you will have to spend to keep it collecting. During due diligence we walk the practice with you and check what the seller and the broker put on paper: whether the space actually supports the production the listing claims, where another chair could go, the real age and condition of the equipment and technology, the charts, and how the schedule runs on an ordinary day. We also ask the seller the questions that are difficult to ask face to face. Available as an add-on for an additional fee, arranged after your LOI is accepted.
Post-Transition Consulting
The first year of ownership is where the money is actually made, and where the decisions are hardest to undo. After closing we stay available for the questions that come up in practice: a hygienist quits, payroll looks wrong, the insurance money has not landed, a rep is selling you software you do not need. Because we still have the seller's numbers from your evaluation, we can show you where you are already beating them, where production is leaking, and what to fix first. Pricing is custom, based on the level of support needed.
Frequently Asked Questions
Will you tell me whether I should buy the practice?
Yes. Every evaluation ends in a clear verdict: buy, renegotiate, or walk away. Most people involved in a practice sale are paid only when the deal closes, so nearly everything you hear pushes you to close quickly. Our fee is flat and paid up front. It is the same whether you buy the first practice you send us, the eighth, or none of them, so we are free to say no, and we say it often: of the 500+ practices we have evaluated, we recommended buying only 17%. The first practice you find is rarely the best one available to you. That is why Full Support covers up to one evaluation a week, so you can compare several practices and buy the best one, not just the first one. If it's a bad deal, you'll hear that on the first call.
How is this different from working with a broker?
Brokers represent sellers. Their job is to protect the seller's price and timeline. We represent buyers. Our role is to evaluate the practice from your side of the table and determine what it is actually worth to you as the future owner. A broker shows you what the seller produced. We look at whether you can repeat it.
Do you find practices for me?
No. We are not a broker, we have no practices listed for sale, and we have nothing to sell you. Brokers work for sellers, and they are the ones with practices on the market. We work for buyers. Our role is to analyze the practices already available in your area so you can buy the best one on the market. If you have not selected a practice yet, we help you get there. Strategies for finding practices for sale are a core part of our first advisory call, and we keep a list of practice brokers that we will filter for your location, so your search reaches as many listings as possible.
Do I still need a CPA and attorney?
Yes, but the roles are distinct. An attorney protects you legally and reviews contracts. A CPA reviews financial statements and tax returns. We evaluate the business itself: whether the production transfers, whether the procedure mix matches what you do, and whether the price makes sense against what you'll take home.
When should I reach out? Do I need to have a practice in mind first?
Some clients come in with a practice already in hand and we dive straight into evaluating it. Others reach out before they have one picked out, and we start the search together with our broker list and what to look for. The best time is before you sign an LOI, the letter of intent you sign with a seller, because that is when you have the most negotiating leverage. If you have already signed one, due diligence, verification, and financing are where we help from there.
How do I know this will be worth the fee?
You're about to make a decision worth $500,000 to $1.5 million. If we keep you from overpaying by 5% on a $900,000 practice, that's $45,000. Catch one staffing problem before closing instead of after, that's another $80,000. One avoided mistake usually covers the fee several times over.
How many practices can I evaluate?
Up to one new practice each week, for the length of a full-support engagement. In practice, clients rarely hit that limit. Evaluations after the first one go straight to your inbox so we can move quickly when a good listing appears.
What if the deal falls through?
Walking away from the wrong practice can save you hundreds of thousands of dollars. Some clients will tell you walking away was the best money they spent. A full-support engagement includes multiple evaluations, so if one doesn't work out, you move on to the next at no extra cost.
Do you negotiate with the broker for me?
We don't contact the broker or seller on your behalf. We give you the numbers and the position to take at each step, from first offer to closing. That works in your favor: the seller's side never knows how much analysis is behind your position, and you stay the easy buyer the seller wants to work with.
Does your help end at closing?
Full support runs through your closing day: verification, due diligence, financing comparison, and the closing checklist. After closing, Post-Transition Consulting is available separately if you want us to stay involved once the practice is yours.
What happens if I don't find a practice within the year?
Most clients close well inside the 12 months, typically in five to six. If your search takes longer, we will work with you. A six-month extension is available at a reduced fee, so you never have to start over. Our goal is to make this process as smooth as possible, and we never want a date on the calendar pushing you into the wrong practice.
Full Support is $9,995, flat, for up to 12 months. We review every application personally.
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