Protect the value of your dental practice when it is time to transition.
Coordinate valuation, financial due diligence, deal structure, and tax planning before the transaction terms become final.
A dental practice sale is a once-in-a-career event with meaningful tax and estate consequences that outlast the closing. The choices made in the twelve months before a letter of intent — and the structure written into the deal itself — can move the after-tax outcome by significant amounts.
LLI Advisory Group leads the financial and tax side of dental practice transitions. Alongside your attorney, broker, lender, and wealth advisor, we help ensure the terms you're negotiating reflect what you'll actually keep.
A comprehensive look — not a single line item.
Transition readiness
An honest read on whether the practice is prepared for buyer diligence.
Practice valuation
Defensible, dental-specific value analysis — not rule-of-thumb multiples.
Buyer & seller considerations
The financial view from both sides of the table, understood before negotiation.
Asset vs. entity transactions
How the structure changes tax treatment — often by six figures.
Goodwill treatment
Capital-gains characterization vs. ordinary income.
Equipment allocation
How allocation drives depreciation recapture.
Accounts receivable
Post-close AR handling and its tax character.
Installment considerations
Spreading gain across years — when it helps and when it hurts.
Federal & state capital gains
Modeled against your actual personal tax picture.
Estimated tax payments
Planned before the wire hits — not scrambled after.
Professional-team coordination
Attorney, broker, lender, and wealth advisor aligned around one plan.
Post-sale planning
What the year after closing actually looks like — and how to prepare.
A coordinated process from readiness to closing.
Every transition is different, but the sequence is remarkably consistent. Working through it in order — early enough — is what preserves optionality.
- 1Confidential intake and goals conversation
- 2Preliminary transition-readiness assessment
- 3Practice valuation and record normalization
- 4Deal-structure and allocation modeling
- 5Coordination with attorney, broker, lender, wealth advisor
- 6Negotiation & due-diligence support
- 7Closing preparation and post-sale planning
Request a confidential transition review.
Share a few details and we'll respond within one business day to schedule a confidential conversation. Please do not send tax returns, financial statements, account numbers, Social Security numbers, or transaction documents through this form — we exchange those through secure channels once we've spoken.
Prefer to talk first?
Call (908) 358-0500 during business hours, or schedule a consultation online.