Dental Practice Sale Advisory
Before you hire a broker or speak with a buyer, you need a clear view of what you have, what needs attention, and which path fits your goals. First Move Advisors helps dental practice owners prepare for that decision independently.
We work with solo practices, group practices, and emerging DSOs on the preparation that comes before a transaction. That can include understanding value, normalizing financial information, organizing preliminary diligence materials, and thinking through broker or buyer selection.
What does dental practice sale preparation involve?
A prepared owner can enter the market with fewer unanswered questions. Our work is designed to help you:
- Understand the financial and operational factors that influence buyer interest.
- Separate recurring practice performance from one-time or owner-specific expenses.
- Prepare a preliminary data room so important information is easier to organize and review.
- Evaluate whether a broker, a buyer, or a different next step fits your situation.
- Approach the sale process with a clearer understanding of tradeoffs.
Why work with an independent advisor first?
First Move Advisors is not a broker and not a buyer. We focus on the step before the market engagement, giving you preparation and perspective before you commit to a transaction partner. Our founders bring healthcare industry experience and a buyer-side perspective from reviewing more than 200 M&A deals.
When should a dental practice owner begin?
Preparation can begin well before you are ready to list. Starting 12 to 24 months before a potential sale may give you time to identify questions, improve documentation, and make decisions deliberately rather than under transaction pressure.
Schedule a free consultation for a low-pressure conversation about your dental practice and possible next steps.
What happens next?
We begin with an initial conversation about your goals, timing, practice structure, and questions. If a deeper review makes sense, we can discuss a fixed-fee diagnostic focused on financial normalization, operational benchmarking, and data-room preparation. You retain ownership of the work and decide what happens next.