Practice Stage · Transitioning or Retiring
Coordinate valuation, deal structure, capital gains, succession, and post-sale planning.
A dental practice sale is a once-in-a-career transaction with meaningful tax and estate consequences that outlast the closing itself.
Desired outcomes
What good looks like at this stage.
- Purchase-price allocation reviewed for federal and state tax impact.
- Deal structures modeled — asset vs. entity, installment, earn-out — before you sign.
- A coordinated post-sale plan for cash, estimated payments, and long-term wealth.
Relevant LLI services
- Sale guidance & deal-structure analysis
- Purchase-price allocation considerations
- Capital-gains and depreciation-recapture modeling
- Installment-sale and payment-timing analysis
- Professional-team coordination through closing
- Post-sale tax & estimated-payment planning
Other stages
Starting a Practice
Build the financial, tax, and operational foundation correctly from day one.
Read moreBuying a Practice
Evaluate financial history, financing, valuation, and transaction risk before you commit.
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 moreStart a confidential transition review.
Start with a confidential conversation. We'll listen first, then outline the next practical step.