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insights for your next chapter

From market trends to step-by-step transition guidance, our blog covers the topics that matter most to practice owners and buyers. Stay ahead with clear, actionable content designed to help you make informed decisions with confidence.

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Are There New Tax Consequences for Buying and Selling a Practice in the Future?

Are There New Tax Consequences for Buying and Selling a Practice in the Future?

Writing this in mid-October, none of us know what the outcome of the November election will be. One of the candidates promises to raise all of our taxes.
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Is the Number of “Active Patient Files” an Important Issue in a Practice Purchase?

Is the Number of “Active Patient Files” an Important Issue in a Practice Purchase?

Active patient count matters when buying a dental practice, but what truly counts is whether the buyer can duplicate the seller's production.
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Why Are Some Practice Transitions Better Than Others?

Why Are Some Practice Transitions Better Than Others?

I recently experienced a practice transition that I could easily use as a case study of what NOT to do during a practice transition: firing most of the staff...
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How Does ‘Goodwill’ Affect the Value of the Practice?

How Does ‘Goodwill’ Affect the Value of the Practice?

The dictionary says goodwill is, “an intangible, salable asset arising from the reputation of a business and its relations with its customers, distinct from ...
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What About a Practice in Which the Doctor Also Owns the Real Estate?

What About a Practice in Which the Doctor Also Owns the Real Estate?

My advise is to speak with your accountant first on whether buying a building with your practice or selling the building with your practice makes financial s...
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In Today’s Rough Economic Climate, Can We Still Get a Loan to Purchase a Practice?

In Today’s Rough Economic Climate, Can We Still Get a Loan to Purchase a Practice?

With all the bad news concerning the banking crisis, many buyers and sellers assume there is no money to borrow.
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