Practice planning
What your practice earns funds your retirement.
The overhead, partner, and sale decisions that shape your retirement, planned alongside your portfolio.
Why it matters
What your practice earns, and when and how you sell it, shape the retirement you are planning for. That is why practice guidance is part of working with us.
Scope
The practice decisions on the table
Overhead comes first: where yours stands against dental-specific benchmarks, and what that does to your take-home. From there, value and timing: an advisory read on what your practice may be worth (not a formal appraisal), and when and how a transition happens, whether a sale, a partner buy-in or buy-out, or associate compensation.
When a DSO offer arrives: an independent read on what it is worth to you, not the acquirer, and whether you are stronger independent.
Total overhead, general practice
- Strong
- Within range
- Needs attention
- Concerning
| Metric | Benchmark |
|---|---|
| Total overhead ratio | 55.0%–65.0% |
The connection
What does your practice have to do with your portfolio?
A practice sale changes your portfolio. Overhead today shapes the proceeds tomorrow. The timing of a transition moves your retirement income. We model these together.
Practice-level guidance is advisory. The firm does not perform formal business valuations, provide legal advice, or broker practice sales.
Common questions
Do you perform a formal practice valuation?
No. The firm gives an advisory read on what a practice may be worth as part of transition planning, not a formal appraisal. If you need a certified valuation, the firm refers you to a qualified valuation professional.
How do you evaluate a DSO offer?
As your advocate: an independent read on what the offer is really worth to you, not the acquirer, and whether you are stronger staying independent. The firm does not represent DSOs.
Is practice-level guidance a separate fee?
No. It is included in the advisory fee. There is no separate charge for practice guidance or financial planning.
What practice decisions does the firm weigh in on?
Overhead against dental-specific benchmarks, an advisory read on value, transition timing, partner buy-ins and buy-outs, and associate compensation.
Connect your practice to the plan
A conversation about what your practice means for your retirement.