Practice Transition Consulting

Dental Practice

Transition Consultants

To many patients, a tooth filling seems like a quick, easy, and uncomplicated process, but dentists know it’s not so simple. The process of selling and transitioning a dental practice is much the same — it’s more complicated than it looks to the untrained eye. That’s why USDT is here to help you navigate the process.

Advantages of Working

With a Dental Transition Company

If you’re ready to sell your dental practice, don’t do it alone! You need an experienced dental practice transition advisor on your side to help navigate this important and life changing decision. Dentists are experts at providing outstanding dental care, while dental practice brokers are experts at selling and transitioning practices. The following are just a few advantages of having a dental transition company help you through the selling process.

Dental Transition Consultants Protect Your Privacy

It’s important that your patients and staff learn about the sale of your practice from you, and not through rumors or the idle chatter of an interested buyer. Dental practice transition advisors protect your identity and ensure your privacy through anonymous listings that don’t give away the name of your practice or its exact location.


This confidentiality ensures your staff is not needlessly worried and that you don’t risk losing patients. By working with a broker, any potential buyer must first sign a non-disclosure agreement that enables them to view anonymous volumes of financial information relating to your practice without disclosing your identity.


Accurate Appraisals Garner the Greatest Value for Your Practice

A dental practice appraisal evaluates what a practice is worth based on several sets of criteria, which helps determine the best asking price for selling the dental practice. A dental transition company looks at the practice’s cash flow, marketability, equipment, transferability of staff and patients, and other factors to determine its current market value.



An accurate appraisal eliminates the guesswork of establishing an asking price, and gives dentists the greatest value for their practice. Doing so allows dentists to establish realistic goals and expectations for selling their practice. Without a practice appraisal, selling is a frustrating experience for both the buyer and seller due to setting unattainable goals.

Extensive Market Knowledge

for a Faster Sale

Once a dentist has made the decision to sell a practice, they don’t want to see it languish on the market for an excessive amount of time. Dental practice transition consultants know the ins and outs of the market, including what it takes to sell the practice at the best possible price and how to navigate M&A sales.


They will prequalify all prospective buyers, eliminating tire-kickers who aren’t serious about or capable of making a purchase. Sifting through potential buyers to identify the most qualified prospects saves you time and helps you get the best price for selling your practice. When it’s time to close the deal, dental brokers ensure the sale closes on time at the agreed-upon price, and sees to it that both parties are satisfied with the exchange.

Dental Transition Companies

Guide the Selling Process

Just like a realtor streamlines the progression of selling a home, dental practice transition companies help make selling your dental practice an efficient process. There are difficult but critical items of sale to navigate before signing, including allocation of purchased assets, division of hygiene production, accounts receivables, and the post-sale provider agreements. Once negotiations begin, the dental transition company guides both parties through the process to ensure everything goes smoothly.


From a legal aspect, dental transition consultants help both parties avoid lawsuits by advising language that should be included or avoided in contracts, offsetting the risk of costly disputes. They’ll also support your accountant and attorney with suggestions on how to structure the best tax-advantaged sales, which helps with tax liability.

Experience the US Dental Transitions Difference

The experienced dental transition advisors at US Dental Transitions are both business consultants and dentists, giving you access to unparalleled industry and market insights. We combine our first-hand awareness of the dental profession with keen business savvy to bring expertise on all aspects of a practice sale.


US Dental Transitions specializes in working alongside both buyers and sellers to preserve the unique culture and philosophy of each individual dental practice. This ensures the smoothest possible transition from the seller to the buyer, where both parties are satisfied by the sale. If you’re ready to pass on your legacy to the next generation, get in touch with the team at US Dental Transitions today.

Why CHOOSE USDT

to help guide your transition?

  • Founded by Dr. Bill Adams who practiced for over 25 years
  • Experienced in dental transitions since 1998
  • We align buyers who share similar values and philosophies
  • Over 1,000 successful dental office transitions brokered
  • USDT only represents sellers and never charges buyers
  • Data-driven market analysis to maximize sale value
  • Highly reliable proprietary practice valuation software

How USDT DELIVERS RESULTS for your

sale & transition

  1. Market your practice to a pool of qualified buyers
  2. Qualify prospective buyers
  3. Show your practice only to qualified candidates
  4. Manage the purchase offer process
  5. Negotiate the terms and conditions of the sale on your behalf (price, AR, change of control, work-back period, etc.)
  6. Facilitate the closing
  7. Deliver your check

GUIDING YOUR TRANSITION

USDT ROADMAP

TO SUCCESS

Selling your dental practice is an emotional decision, and the process isn’t as simple as posting a “For Sale” sign. Since 1998, the experts at USDT have been guiding dentists through the complexities of selling their practice. Learn more about our process.

Seller Contacts USDT

Initial information is gathered from the seller, so we know which Transition Advisor to assign. The Advisor schedules a 30-minute consultation to discuss market conditions, learn the seller’s goals, and discuss what to expect the value of their practice to be. To prepare the doctor and the Advisor for the on-site meeting, we will send the doctor a high-level Practice Summary sheet. This information will provide the Advisor some details on what the selling doctor expectations are for the transition. 

On-Site Visit

The on-site visit allows the doctor and the Transition Advisor to meet so the Advisor can tour the office, take photos of the practice, answer any questions, and explain what’s required to take the practice to market. In addition, this is an important time for the doctor to explain their treatment and practice philosophy and discuss the doctor’s team members. Most importantly, the Advisor wants to understand the doctor’s goals, so they can work together to build a transition plan. As an example, is the doctor looking for a short transition or would they like to continue to work in the practice? 

Valuation Process

US Dental Transitions requires a completed Practice Summary packet, 3 years of Tax Returns/Financials, and a Production by Procedure Code report. Once we receive this information, it will take approximately 7 business days to complete the core components of the practice valuation.

Co-Author & Advertising

Your Transition Advisor will draft the advertisement and review the ad with you prior to it being published. Ads are published on various sites/journals. In addition, we will contact doctors who have previously requested information for the area via email, phone calls, and other marketing efforts. We have a database of over 125,000 dentists.

NDQ for Potential Buyer

All buyers are required to sign a non-disclosure questionnaire prior to seeing or discussing any practice data. For larger practices, buyers may need a bank pre-qualification prior to sharing confidential information.

Location Tour & Buyer/Seller Introduction

We will introduce the seller and the buyer, tour the office, and discuss the practice and seller’s philosophy. If the buyer is interested, a Letter of Intent (LOI) is drafted and presented to the seller. If the LOI is accepted, the buyer’s due diligence period begins. Simultaneously, there is a contract term agreement, formal bank approval, and other steps to close the sale.

Closing & Transitioning

Since every practice transition is different, your Transition Advisor will provide recommendations based on your specific situation. You will be guided through this process with suggestions on how to transfer relationships with staff and patients to the new provider to ensure a smooth transition.




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