What is Buyer Due Diligence?

Dental due diligence is a thorough and systematic approach to investigating and analyzing the entire purchase opportunity—not just the financials. It’s about clearly understanding what you are buying and knowing how to use that information to make an informed decision.

No two dental practices are exactly alike. Simply reviewing the seller’s tax returns is not enough to uncover the true nature of a practice. To fully understand a practice’s value and long-term viability, you need a deeper, structured evaluation of both quantitative data and qualitative risk.  Seize the opportunities and avoid the unknown pitfalls.

Why Dental Buyers Hire Us

At the heart of our process is you—the buyer. After working with hundreds of buyers and sellers over the past 20 years, our consultants have developed a highly specialized and proven system to support buyers through one of the most important financial and professional decisions of their careers.

Our Process: Your Buyer Protection

Our Due Diligence Team answers critical questions and helps you address the unique aspects of the specific practice you are considering. We’ve created tools and systems that help bring clarity and control to the decision-making process:

• ✅ The Buyer Protection Checklist
  A proprietary tool designed to guide you and your Due Diligence Team through every element of the practice. It helps identify red flags, uncover hidden opportunities, and assess risks that generic financial reviews often miss.

• ✅ The Buyer Protection Action Plan
  Using the results of the checklist, we create a customized action plan specific to your purchase opportunity. This plan helps you move forward with confidence—whether that means negotiating terms, walking away, or finalizing the deal.

Why Work With Our Team?

• Experience That Matters: With over two decades of consulting experience and hundreds of dental transactions reviewed, we know what matters most in evaluating a practice.

• Beyond the Numbers: We go beyond tax returns and profit & loss statements to analyze patient flow, fee schedules, referral patterns, insurance dependency, lease terms, equipment, staffing, and transition risks.

• Tailored Insight: Every practice is unique. Our recommendations are specific to your goals, your comfort level, and your long-term success.

• A Trusted Partner: We collaborate closely with your attorney, CPA, and lender to streamline communication and avoid common deal-killers.