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Typical buyers
Practice Groups, Private Equity Backed Platforms, Individual Providers
Common valuation basis
Adjusted EBITDA for larger companies, SDE for owner-operated businesses
What buyers study first
Patients, payer mix, providers and compliance
Typical time to close
Six to twelve months once marketed

Industry Overview

The market for medical and dental practices

Medical and dental practices are built on patient trust, and buyers pay for practices where that trust extends beyond one provider. Group practices, investor-backed platforms and individual clinicians all acquire established practices, drawn by loyal patient bases, trained staff and locations that would take years to build from scratch.

Buyers study active patient counts, payer mix, provider productivity and how much of the schedule depends on the selling doctor. Transition planning matters more here than in most industries, since patients and staff need confidence in who will care for them after closing. Compliance, records and licensing are reviewed closely in due diligence.

For owners of medical and dental practices with at least $1 million in revenue, preparation makes the difference. Businesses that can show clean financials, a capable team and customers who stay tend to draw competing offers. We help you get there, then run a confidential process that reaches strategic, investor and individual buyers.

The Buyer Pool

Who is buying medical and dental practices

Reaching several of these buyer groups at once is how a confidential process creates competition, and competition drives price and terms.

Practice Groups

Multi-location groups adding a location, a specialty, or a provider base in a market they want.

Private Equity Backed Platforms

Consolidators active across dental, veterinary, and several medical specialties, typically wanting the provider to stay for a period.

Individual Providers

Practitioners buying their first practice, generally financing through lenders who specialize in healthcare.

Associate Buyouts

An associate already inside the practice buying in, which we value and structure with the same rigor as an outside sale.

What Moves Your Number

What drives value

Two businesses with identical revenue can be worth very different amounts. These are the factors buyers in this sector actually underwrite.

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  • Patient retention and how much is tied to you personally
  • Provider and staff continuity after closing
  • Payer mix, contracts, and reimbursement stability
  • Recurring patients versus one-time procedures
  • Equipment age and technology in the operatories or exam rooms
  • Location, lease terms, and whether the building is owned

Due Diligence

How buyers evaluate medical and dental practices

Expect a serious buyer and their lender to look closely at each of these areas. Preparing them before you go to market shortens the process and protects your price.

Patients

Active patient counts, new patient flow, retention and the mix of services provided.

Payer Mix

Insurance, government and private-pay revenue, contracts and reimbursement trends.

Providers & Staff

Provider productivity, tenure, credentials and the plan to retain key people through a transition.

Compliance & Records

Licensing, privacy and regulatory compliance, and how patient records are maintained and transferred.

Financials

Monthly production and collections, overhead and add-backs with support.

Facility & Equipment

Lease terms, equipment age and condition, and technology.

Before You Go To Market

What quietly lowers your value

None of these are fatal, and every one is easier to address before a buyer finds it than after. That is the case for getting a valuation early rather than late.

  • Patients loyal only to the departing provider
  • Referral relationships that do not transfer
  • Payer concentration or contracts that require consent to assign
  • Compliance or records issues that surface in diligence

Preparing To Sell

A practical timeline

Most owners who sell well start preparing a year or two before they go to market.

01

Build the foundation

24 to 12 months out

Get a professional opinion of value. Transfer client relationships to your team. Document processes and service standards. Strengthen recurring revenue.

02

Prove it

12 to 6 months out

Clean up monthly financials and add-backs. Review licenses, contracts and leases. Plan retention for key people. Reduce your role in daily operations.

03

Run a confidential process

Going to market

Prepare a detailed offering memorandum. Reach strategic, investor and individual buyers. Share client information in stages. Negotiate price, structure and transition.

Common Questions

Common questions from owners

What is my practice worth?

Practice value depends on collections, payer mix, provider dependence, and whether patients stay after you leave. A practice with associates and strong patient retention is valued very differently from a solo practice built entirely on one provider's relationships.

Will I have to stay on after the sale?

Often, yes, and it is usually to your benefit. Many buyers want a transition period so patients stay, and that continuity is frequently what supports the price. Length and terms are negotiable and are part of what we structure.

How is confidentiality handled with staff and patients?

Carefully, because a practice is unusually sensitive to rumor. Buyers see a blind profile first, identity is released only under NDA to qualified parties, and communication to staff and patients is planned deliberately rather than improvised.

Does the real estate get sold with the practice?

It can go either way. Some owners sell both, and many retain the building and lease it to the buyer as retirement income. That decision is worth making early, since it affects both structure and taxes.

Client Reviews

Owners who have been where you are

Trevor was very attentive and consistent throughout the whole process and never gave up. When things got tough, he reassured us that was the process and it was all good in the end. We would highly recommend him and his team.
Woody MetalGoogle Review
He didn’t waste any time starting on the task and was very detailed, confidential, experienced, very patient. I would recommend Trevor to anyone having large or small business.
Gary LambGoogle Review
Trevor was great to work with and did an excellent job guiding us through the sale of our business. As first-time sellers, the process was definitely stressful at times, but Trevor’s attentiveness and steady support made a huge difference.
JT NelsonGoogle Review

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Start Here

Know your number first

A confidential Opinion of Value tells you what your business is worth to a real buyer today and what would move that number. No cost, no obligation, and no one learns you asked.

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