Practice Stage · Buying a Practice
Evaluate financial history, financing, valuation, and transaction risk before you commit.
A broker's cash-flow summary rarely tells the full story. You need an independent read on the target's real profitability, benchmarks, and downside risk.
Desired outcomes
What good looks like at this stage.
- Independent financial due diligence you can defend to your lender and family.
- Practice-value analysis grounded in dental benchmarks — not rules of thumb.
- A purchase structure that supports post-close cash flow and long-term tax position.
Relevant LLI services
- Financial due diligence
- Purchase-price and valuation analysis
- Financing coordination with dental lenders
- Entity structure & purchase-agreement review with your attorney
- Post-close accounting setup and 12-month cash-flow plan
Other stages
Starting a Practice
Build the financial, tax, and operational foundation correctly from day one.
Read moreGrowing a Practice
Use benchmarks, reporting, and proactive advice to improve profitability and performance.
Read morePreparing to Sell
Strengthen financial records, understand value, and plan for transaction-related taxes.
Read moreTransitioning or Retiring
Coordinate valuation, deal structure, capital gains, succession, and post-sale planning.
Read moreEvaluate a practice purchase.
Start with a confidential conversation. We'll listen first, then outline the next practical step.