Transition on stronger terms.
Sale and purchase guidance, deal-structure analysis, and capital-gains modeling — coordinated with your attorney, broker, lender, and wealth advisor.
A practice transition is a once-in-a-career transaction with long-tail tax and estate consequences. The financial and tax work behind it deserves as much attention as the clinical work behind the practice itself.
LLI leads the financial and tax side of transitions — from readiness through valuation, deal-structure modeling, negotiation support, and post-close planning — with the professionals who need to be in the room.
End-to-end transition support.
- Transition-readiness assessment
- Practice valuation
- Deal-structure analysis (asset vs. entity, installment, earn-out)
- Purchase-price allocation considerations
- Capital-gains & depreciation-recapture modeling
- Financial due diligence for buyers
- Negotiation support alongside your broker & attorney
- Post-close tax & estimated-payment planning
The LLI process.
- Step 01
Confidential goals & readiness discussion.
- Step 02
Valuation and financial-record normalization.
- Step 03
Deal-structure modeling with tax impact.
- Step 04
Coordinated support through negotiation, closing, and post-sale.
Common questions.
- When should transition planning begin?
- Ideally two to five years before you plan to transition. The value at closing is largely decided by decisions made in that window.
- Do you replace a broker or attorney?
- No — we work alongside your broker, attorney, and wealth advisor. Our role is the financial and tax analysis that shapes deal structure and post-close outcomes.
- Can you help both buyers and sellers?
- Yes. We work with both sides of dental practice transitions — never on the same transaction.