The Dental Practice Buyer's Due Diligence Checklist
A practical, confidential resource to help you evaluate a dental practice opportunity before you commit.
Buying a dental practice is one of the most significant decisions in a dentist’s career. The outcome depends heavily on how carefully the opportunity is evaluated before closing, when there is little room to renegotiate.
This checklist walks through the financial verification, operational assessment, and red flags that matter most when reviewing a practice, along with a set of direct questions to ask the seller during the process.
What’s Inside:
- A financial verification checklist covering collections, overhead, receivables, and payer mix
- An operational assessment checklist covering equipment, facility condition, staffing, and systems
- Common red flags worth a closer look, and how to approach them
- A list of direct questions to ask sellers about the numbers, the team, patients, and the transition
Who This Is For:
Associates preparing for their first purchase, existing practice owners evaluating a second location, and any dentist beginning to review a practice opportunity in New England or Upstate New York.
Buying or Selling a Practice?
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