What does working with me look like?
Let me break it down into phases for you!
3-10 BUSINESS DAYS
Here we ask our initial
Should I buy a practice?
How much should I pay?
What does my income look
like after I purchase?
Now we dig a little bit
Am I really going to
purchase this practice?
How do I best plan to make
Once we’ve found our answer
to those questions, we tackle
the hardest question of all:
Am I ready to run this
practice? How do I put my
best foot forward?
PHASE 1: INITIAL
(3-10) BUSINESS DAYS
- Profitability analysis
- Asking price assessment
- Projected cash flows
- Letter of Intent (LOI) preparation
- Attorney selection
- Final negotiations, price and terms
- Lease/building assessment
- Purchase agreement drafted
- Loan analysis and selection
- Purchase price allocation
YOUR ATTORNEY’S TASKS
PHASE 3: PLANNING
- Finalize purchase agreement
- Finalize lease
- Finalize loan
- Place insurance policies
- Begin accounting/planning services
YOUR ATTORNEY’S TASKS
PRICING & FAQ
My engagement is flat-fee, regardless of the
The total fee is $5,000.
$2,000 is due upfront as a retainer.
The remaining $3,000 is billed to your business after you own your practice.
Q: When is the best time to hire you?
A: Most dentists engage me when they have a practice in mind to analyze. But you can reach out to me
before that process, or anytime you need a second set of eyes to validate the numbers and your decision.
Q: What if I don’t buy the first practice I look at? Does your price go up?
A: No. We’ll look at as many practices as needed to find the right practice for you and the fee never
Q: Do you need to be in the same city where I want to practice?
A: I’ve looked at hundreds of practices in all 50 states, and fortunately have been able to help clients all over the U.S. without needing to be physically present.
WHAT OTHERS ARE SAYING
Brian helped me negotiate a sales price of $75,000 less than the asking price. He also
noticed a mistake on the accounts receivable purchase that saved me another $6,300.
His skill more than justified any fee he charged. My favorite part about working with Brian
was his skill in explaining the how and why of everything we did during the transaction. I
loved working with Brian!
Dr. Matthew K.
I had my heart set on two practices that Brian helped talk me out of buying. I bought the
third we looked at seriously and am glad I waited. Now that I’m an owner, I’m so glad he
helped me avoid those practices that weren’t right for me. Brian really knows his stuff. I
would recommend Brian to anyone who is thinking about buying a practice.
Dr. Brooke P.
THANK YOU FOR
MY PASSION IS HELPING DENTISTS LIKE YOU GET FROM WHERE YOU ARE TODAY TO PRACTICE OWNERSHIP. I LOVE HELPING DENTISTS UNDERSTAND THE FINANCIAL IMPACTS OF ONE OF THE BIGGEST DECISIONS IN THEIR LIFE.
REACH OUT TO ME TODAY!