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Practice Transitions

Valuation and Transition

A complete, comprehensive evaluation package built for dental practices.

Overview

Know What Your Practice Is Truly Worth

Whether you are a recent graduate, a motivated associate looking to buy your first practice, in the midst of a divorce, or retiring and selling all or part of your practice, determining the fair value of your business is both challenging and consequential.

Each dental practice valuation is unique and complex, differing even between specialties. Whether you are buying or selling, it is crucial to work with a firm familiar with both the industry at large and your unique business.

Objective, defensible, and accepted by the banks that finance practice purchases.

PPC preparing a comprehensive dental practice valuation
The Valuation Package

What a PPC Valuation Examines

A complete evaluation that objectively weighs structure, legal, cash-flow, and tax considerations across fifteen critical areas of your practice.

Practice description
Facility design
Demographics & community profile
Services & treatment rendered
Premise lease / ownership
Patient flow, appointment & recall systems
Chart audit
Fees, payment & collection history
Personnel
Revenue analysis (FFS, PPO, HMO)
Analysis of financial statements
Leasehold improvements appraisal
Goodwill analysis (enterprise v. personal)
Supplies & instruments
Equipment & furniture appraisal
When You Need One

A Valuation Supports Every Major Decision

Our complete evaluations provide the comprehensive information required by everyone involved in a transition: vendors, purchasers, accountants, lawyers, and bankers alike.

Financing & growth Buying or selling a practice Incorporation & insurance Financial planning Ownership restructuring Divorce Transition planning
100%
Practice purchase financing

Our dental practice evaluation reports are readily accepted by all of the major banks for up to 100% practice purchase financing, making the lending conversation far simpler for buyers.

PPC guiding a dental practice transition
Dental Practice Transitions

A Personalized Plan, Not Trial and Error

We help dental practitioners with comprehensive transition planning and implementation that minimizes the chaos and disruption major life and practice changes can bring. Instead of guessing, you follow a personalized success plan that leverages the value in your practice for the benefit of every party, so you can concentrate on practicing dentistry and leave the rest to us.

We manage the change process for:

Adding an associate / partner Buying or selling a practice Opening a new practice Growing by acquisition Associate feasibility analysis Retirement planning Shareholder document review
The Process

Here's What to Expect

A clear, guided path from first conversation through a completed transition.

1

Meet

We discuss your goals and ideas and answer the first question: are you ready for a transition?

2

Diagnose

We assess your situation to determine whether the practice itself is ready for a transition.

3

Plan

We present a transition plan, including an analysis of historical results and the approximate value of your practice.

4

Implement

We work hand in hand with the practice to accomplish the agreed-upon goals.

5

Support

As a full-service accounting and consulting firm, we assist with every function related to the sale.

FAQ

Common Questions

What dentists most often ask about valuation and transition with PPC.

Our complete evaluation package examines the full picture of a practice: its description and facility, demographics, services rendered, lease, patient flow and recall systems, chart audit, fees and collections, personnel, revenue mix, financial statements, leasehold improvements, goodwill, supplies, and equipment. The result is comprehensive information every party to a transition can rely on.

Yes. Our dental practice evaluation reports are readily accepted by all of the major banks for up to 100% practice purchase financing, which makes the lending process much smoother for buyers.

A valuation supports many situations: obtaining financing, buying or selling a practice, adding a partner or associate, incorporation and insurance, financial planning, ownership restructuring, divorce, and transition or retirement planning. Whenever the value of the practice matters to a decision, an objective valuation protects you.

It can, significantly. Each dental practice valuation is unique and complex, differing even between specialties, which is why it is crucial to work with a firm familiar with both the industry at large and your specific practice, not a generic business appraiser.

We meet to discuss your goals, diagnose whether you and the practice are ready, present a transition plan with an analysis of historical results and approximate value, implement the plan, and support it through completion. You follow a personalized success plan instead of trial and error.

Yes. As a full-service accounting and consulting company, PPC can assist with all of the functions related to a sale or transition. The valuation flows directly into financing, tax, legal structure, and the handoff itself, all under one roof.

Find Out What Your Practice Is Worth

Start a valuation conversation and get the clear, objective number your next decision depends on.

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