Strategic Guidance for Buying, Selling, or Expanding Your Dental Practice
A practice transition is one of the most significant financial events in a dentist’s career. Whether you are preparing to acquire your first practice, bring on a partner, expand to a second location, or plan an exit, the financial and tax implications must be carefully structured.
At Peritz Consulting, we provide independent, strategic guidance throughout every phase of the transition process. Our role is to protect your financial interests, maximize value, and ensure the transaction aligns with your long-term goals.
What Our Practice Transition Services Include
We provide comprehensive transitioning support tailored to the unique needs of dental practices, including:
Buying a Practice
Acquiring a practice is more than securing financing, it is an investment decision that will shape your professional and financial future.
We assist buyers with:
- Financial due diligence and risk assessment
- Practice valuation review
- Cash flow and debt service analysis
- Tax impact modeling
- Entity structuring recommendations
- Bank financing coordination
Our objective is to ensure the numbers support the opportunity — not just today, but five and ten years down the road.
Dental Practice Start‑Ups
Launching a dental practice is one of the most exciting — and financially demanding — steps in a dentist’s career. A successful start‑up requires more than a great location and a vision; it demands careful financial planning, tax‑efficient structuring, and a clear path to profitability.
We guide start‑up dentists through every stage of the process, including:
- Business plan and financial feasibility analysis
- Start‑up cost budgeting and cash‑flow projections
- Entity selection and tax‑efficient structuring
- Coordination with lenders, attorneys, and equipment vendors
- Break‑even analysis and production ramp‑up planning
- Compensation modeling for associates and support staff
- Ongoing financial and tax advisory during the first years of operation
Our goal is to help you build a practice that is financially sound from day one — with the structure, systems, and strategy to support long‑term growth.
Selling or Exiting a Practice
A successful transition begins years before the sale. Proper planning can significantly increase enterprise value and improve after-tax proceeds.
We guide sellers through:
- Pre-sale financial preparation
- Valuation analysis and enhancement strategies
- EBITDA and profitability review
- Tax-efficient deal structuring
- Asset vs. stock sale analysis
- Exit timing and retirement alignment
We work to position your practice as an attractive, financially optimized asset — not just an operational business.
Partner Buy-Ins & Buy-Outs
Bringing on an associate or restructuring ownership requires precision and clarity.
Our services include:
- Ownership structure planning
- Equity valuation calculations
- Compensation and distribution modeling
- Tax-efficient transfer structuring
- Multi-owner agreement financial review
We ensure both parties enter the arrangement with transparency and financial alignment.
Valuation & Financial Analysis
Understanding the true value of a practice requires more than applying a generic multiple.
Our valuation approach considers:
- Historical profitability and trend analysis
- Adjusted earnings calculations
- Overhead benchmarking
- Provider production metrics
- Growth sustainability
This provides a realistic assessment of value grounded in financial performance.
Transition Strategy & Long-Term Planning
A transaction should support your broader financial strategy.
We integrate transition planning with:
- Retirement strategy
- Tax planning
- Cash flow projections
- Post-transition income planning
- Wealth preservation strategies
Whether you are building toward expansion or planning an exit, we ensure your transition fits within your overall financial roadmap.
