Retaining Patients After a Dental Practice Sale

Retaining Patients is the most critical concern a buyer tackles after buying a Practice. Successful patient retention requires a business plan to be implemented immediately after closing, the duration of which lasts from the initial introduction of the buyer and staff until the selling doctor no longer practices dentistry in the practice.

At USDT, we help buyers chart and implement their plans to transition patients. Contrary to popular belief, almost all transitions of dental practices retain 90% of the active patients if certain procedures are followed. We use the tried and true measures that I have seen work over the past twenty-five years to ensure successful conversions.

For example, the buyer should be introduced to the staff within 1 day of closing. We have strategies for this introduction, as well as for the staff to introduce the new doctor to patients. We also like for the buyer to send a letter to all active patients introducing him/herself as the new owner within 3 days of the closing. And if the selling doctor stays on, we like to coach him/her on how to handle the staff and patients post-sale based on how long the selling doctor will continue to work in the practice.

US Dental Transitions can help protect the seller’s legacy, the buyer’s success, and of course, the patients’ satisfaction. We excel at planning for maximum patient retention.

Bill Adams, DDS, FAGD, Founder

About the Author

  • Founder

    Dr. Bill Adams is the Founder of US Dental Transitions (formerly Southeast Transitions). He practiced general dentistry for 25 years after graduating from Emory in 1969. He founded our company in 1998 to help fellow dentists transition their practices to other dentists who share similar values and philosophies. Over the last 23 years, Dr. Adams has consulted with over 6,000 dentists and transitioned over 600 practices. He is Pankey/Dawson trained, a Fellow in the Academy of General Dentistry (FAGD), and a lifetime member in the Hinman Dental Society.

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