PracticeCFO Transitions exists to disrupt the way independent dental practices are bought and sold. We grew out of a demand from our CPA/Investment clients who wanted a better way of buying and selling dental practices.
Our competitive pricing allows the Seller to keep more of their sale price. See it for yourself here.pricing page
We’re not going to give you an inflated practice value to get your listing only for the listing to languish while the price deflates to what it’s truly worth. We have a certified valuations specialist on our team who will give a rigorously derived value range, and you can decide how much to list it for.
We genuinely care that the quality of patient care you’ve established carries on with a Buyer who shares your ideals and will thrive in the practice. Therefore, we take a ‘win-win’ approach to a practice sale, not adversarial. In addition, we vet Buyers who can likely qualify to buy to avoid costly delays and the ever-prevalent “tire-kickers.”
We want you to be prepared for success. Buyers: Are you financially ready to own? Does the practice fit your financial and personal goals? Is it a good clinical fit? We provide a free readiness assessment to help you find out. Sellers: We create a Retirement Plan and Tax Estimate so you know exactly how much you can expect to net from the transaction and whether the net proceeds can sufficiently fund your retirement. Not ready to sell yet? We can help you evaluate your practice and guide you through operational and financial improvements needed and a realistic timeline to best prepare you for a future sale.
Sellers and Buyers will get honest, complete information and disclosure. We gather all the information up front we know banks and Buyers want to see and make it available in our secure portal. We provide prompt, professional, and non-confrontational communication to all parties.
Call on our years of experience to guide your next move.
Find out if you might qualify for a loan, how to find a good practice, and how much to pay.
Find out what your practice is worth and if now is the right time to sell.
Many brokers will inflate expectation to get your listing; we give you a valuation and you decide the listing price.
PracticeCFO Transitions is a full-service brokerage firm licensed in the state of California (License #02039623). We represent both Buyers and Sellers in the sale of dental practices.
PracticeCFO Transitions is an affiliate of PracticeCFO, a national financial advisory firm to dentists. PracticeCFO began business four years ago as a dental-specific CPA, financial planning, and investment management firm, and now includes valuations and practice management among its services.PracticeCFO