Dental Practice Transitions

With our deep experience and proven process in dental practice transitions, we help you secure the best price while finding the best fit.

Your Life’s Work Deserves a Lasting Legacy

We prioritize what’s right over what’s quick. Our goal is your success and peace of mind, not just a closing. Our team’s deep background in dental M&A, private equity, and dental practice ownership means we know every angle, and we use this knowledge to your advantage.

The deal process

We guide you through each phase of the dental transition process, ensuring you feel informed, supported, and in control of every decision.

This first step in the process is the most important. We’ll align on how we define success, understand your goals, and identify what an ideal transition will look like for you.  

Once we understand your goals, we’ll educate you on the process and explore your available options, ensuring the path forward is the best course to achieve your goals. 

We will gather financial and operational information about your practice to analyze trends, top performing areas, growth opportunities, and financial metrics. This analysis serves as the foundation for the quantitative factors potential partners utilize when putting forth a strong offer. 

The partner selection process explores the qualitative factors that determine whether a potential partner aligns with your philosophy. This is where you can determine the right fit for you – before the financial terms cloud the overall picture.

We’ll procure multiple offers, create a true “apples-to-apples” comparison, and ensure maximum value is achieved by focusing on the terms that matter most.

We’ll help facilitate the letter of intent processso you can enter into a well-structured agreementWe’ll confirm that the letter of intent accurately reflects the deal terms negotiated and lays the foundation for transaction success with a potential partner.

Our team helps you navigate the due diligence process outlined by your selected partner. This helps ensure the right partner fit and a smooth and timely path to closing.  

Our team partners with your legal representatives to memorialize the negotiated deal terms and to help you understand all aspects of the legal documents.

The best part! 
You’ve found the right partner for the long-term, the deal terms have been agreed to, the contracts have been finalizedand you’ve received funds from your partner. It’s time to celebrate! 

This next chapter can feel unfamiliar and different. Our team is there to support you and answer questions as you transition into this next exciting phase of life.

Recommended Resources for Dental Practice Owners

Navigating a dental practice transition means sorting through a lot of noise. These resources give you the clarity and context you need to make informed, confident decisions about your future.

common questions from dental practice owners

What is a DSO?

A Dental Service Organization (DSO) is a company that partners with or acquires dental practices, providing business and administrative support while allowing dentists to focus on clinical care. Many DSOs are backed by private equity and offer structured pathways for dentists to sell a portion or all of their practice while retaining equity or leadership involvement.

DSOs can impact a dental practice in a variety of ways, from taking administrative responsibilities off your plate to marketing initiatives. Learn more on the impact here.

It’s not a matter of which option is right or wrong; the only answer you should focus on is finding the right one for you. Understanding your goals and knowing the options will help you determine which route is best for you. 7 Pillars can help lay out your options side by side to truly understand which path fits your unique situation. 

The dental M&A market remains active but is becoming more selective, with continued strong interest from DSOs and private equity-backed buyers for high-quality practices. For quarterly updates on the dental market, subscribe to our podcast, The Advisor’s Table.

Our Advisory Program provides early-stage guidance, strategic preparation and actionable insight to help you make informed decisions and achieve the strongest possible outcome. We connect you with our network of trusted partners who support growth with your transition in mind.

Not Ready to Transition?

Whether you’re still considering your options or don’t feel truly ready, one of the next best steps is surrounding yourself with education and a team to help you prepare.

Our Advisory Program steps in early to help you think strategically, prepare intentionally, and act with confidence, so you’re never guessing your next move. You’ll have access to a network of advisors who support where you are now and help position you for a successful transition later.

Your Next Chapter Starts Here

Let’s have a conversation about the right path to preserving your legacy.