Key Benefits:

Company Mission:


Here at Dental Equity Group, we are dedicated to you and all your needs.


Our partners have combined over 60 years of dental, legal, accounting and M&A experience.


Call us at 617-308-5360 for a free consultation



 

  • Using various dental business valuation methods to optimize selling price
  • Seeking out strategic buyers to get the most value out of your business
  • In-house dental professionals who know about your business
  • Reasonable success fees with high quality services
  • Free initial business consultation & valuation


Seller Document Check List:

  • Office Lease and floor plan of the facility (or facilities if multiple location)
  • List of dental equipment and office equipment (with maintenance record)
  • Consolidated Financial Statements (past 3-5 years) Plus month by month P&L over 24 months (plus by office if more than one clinic)
  • Tax Returns (3-5 years)
  • Aged Accounts Receivables
  • Current fee schedule of treatment
  • Number of active patients treated over past 2 years
  • Number of inactive patients, and number of new patients by month over 2-3 years
  • Breakdown of treatment procedures performed over 24 months
  • List of all employees, hours worked, compensation, hire date over 2-3 years.
  • Copy of business insurances, taxes filed, licenses, permits
  • Copy of employment agreement for key personnel

Corporate Dental      Strategy & Advisory  Services

    Our Services:


  • Assist Seller in establishing valuation, we will use common valuation matrix as well as customized method to target specific buyer
  • Develop a strategy and selling pitch, provide deal structuring advice
  • Compile document and data and prepare investment presentation
  • Buyer search and qualification through interviews with decision makers
  • Coordinate negotiation with stakeholders
  • Guide client through the entire process
  • Advise and make recommendations
  • List business for sale and market it to the appropriate channels and ensure client confidentiality