Transition Services for Dentists

Whether you’re launching a new practice, expanding, or preparing to sell, navigating business transitions can be complicated. Our transition services help dentists at every stage – from finding buyers and sellers to securing financing and structuring deals. With dental industry expertise and a hands-on approach, we guide you through every step to ensure a smooth and successful transition.

Buying a Dental Practice

Acquiring a dental practice is a major investment – one that requires careful planning to ensure long-term success. Our team helps you avoid costly mistakes, leverage proven strategies, and make informed decisions to maximize the value of your purchase. Whether you’re acquiring a single practice or expanding to multiple locations, we provide expert guidance every step of the way.

Why Buy an Existing Dental Practice?

  • Be Your Own Boss â€“ Owning your practice gives you the freedom to shape your career and business the way you want.
  • Start with an Established Patient Base â€“ Acquiring an existing practice means inheriting loyal patients, ensuring steady cash flow from day one.
  • Gain an Experienced Team â€“ A built-in staff means less time spent recruiting and training employees.
  • Maximize Tax Benefits â€“ Purchasing a practice comes with valuable tax deductions that can optimize your financial position.

Selling A Dental Practice

Thinking about selling your dental practice? It’s a big decision that involves more than just finding a buyer. From practice valuation to tax implications, we help you navigate the process to maximize financial gain and ensure a smooth transition.

Why Consider Selling?

  • Reduce Management Responsibilities â€“ Selling doesn’t have to mean retiring – you can stay on as a practitioner while reducing administrative burdens.
  • Bring on a Partner â€“ If your practice is thriving but overwhelming to manage alone, selling a portion of ownership to a trusted partner can help balance the workload.
  • Retirement Planning â€“ If you’re ready to step away, we’ll help you find a buyer who aligns with your vision to ensure continuity for your patients and staff.

We Are Your Financial Experts.

Other CPA Services

Robert Edwards Dental CPA data-lazy-srcset=

Financial Planning

Strategic Financial Planning for Dentists Secure your financial future with expert guidance tailored to dental…

Read More