Introducing
Our Guided Transitions program is tailored for buyers and sellers who have already connected but want expert assistance to navigate the complexities of practice transitions for an affordable flat fee.
By offering step-by-step guidance, we ensure your transaction is smooth, efficient, and stress-free.
Our services are designed to cover every aspect of your transition.
As the dedicated agent overseeing Guided Transitions, I bring over 17 years of experience in the dental industry, specializing in practice transitions. My commitment is to ensure a smooth, strategic, and cost-effective process for both buyers and sellers.
Our program presents a distinctive alternative to traditional brokerage services, catering to situations where buyers and sellers are already connected. It allows you to maintain control while benefiting from expert guidance throughout the transaction. Our flexible payment structure ensures that you only invest in services as we reach each milestone, safeguarding your resources while receiving expert guidance throughout the process.
Many sellers perceive transitions as simple transactions, but the reality involves intricate legal, financial, and operational components. Truthfully, in major metropolitan areas finding a buyer can be the easiest part of the process but we like to use the analogy that after you find a buyer, you are only on first base. Getting a deal to close or ‘home plate’ is the difficult part of the process. Think of it this way – You have to get two doctors, two CPAs, two attorneys, two spouses, and one lender to all say: “YES”. This is easier said than done and where we come in to help let everyone know what is normal, customary, and fair to get the deal to the finish line.
Access to professional expertise at a significantly reduced cost. Request a list of satisfied clients in your area or read our reviews.
A transparent, step-by-step approach that ensures clarity and confidence throughout the process.
Custom solutions tailored to meet your specific needs and objectives.
Buyer-Sided Advisory focuses solely on the buyer, often leaving sellers without proper guidance. We act as a transaction broker, ensuring fair negotiations and a transparent process for both parties.
Many advisors offer limited services, leaving buyers and sellers to navigate key steps alone. We provide a comprehensive transition strategy, guiding both parties from initial evaluation to closing due to having over 35 years of experience in the space.
Most buyer-sided representation services do not include a full practice evaluation. With a Guided Transition, we conduct a detailed financial and operational analysis as part of our process and fee.
Instead of requiring large upfront fees, we structure our payments based on key milestones. The initial payment for our service is close to the amount you’d pay elsewhere just for an evaluation, making it a smarter and more valuable investment.
We coordinate with lenders, attorneys, landlords, and all necessary parties to ensure the entire transaction is structured for success.
We work directly with landlords to assist with lease transfers, renewals, or new agreements. If real estate is involved and being sold, we will conduct an opinion of value and help ensure the transaction is structured properly to align with financing and long-term practice goals.
We love to hear from our clients; their feedback is invaluable. Please leave a review and let us know how we did!
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