Our Trusted Transition Process

CLEAR. CONSISTENT. COMPLETE. When the time is right, the Trusted Transition Process provides a clear, consistent path
to help you transition your practice, while maintaining the legacy you worked so hard to establish.

Conceptualize Your Transition

We help visualize your future, set achievable goals and devise strategies to start you in the direction of your post-transition dreams, well in advance of your intended transition timeframe to help you transition on your terms.

Strategic Practice Outreach

We identify the unique aspects of your practice and share them strategically and confidentially with our extensive network of pre-screened viable candidates. Our company invests heavily in Google digital marketing to promote our listings. We pair today’s technology with a human touch to determine potential matches.

Trusted Valuation Analysis

Your practice will be analyzed by independent third-party Certified Valuation Analysts with dental industry expertise. Their findings are fair, reliable, and respected by banking institutions. This analysis leads the financial process for all parties. For your building, DDSmatch provides Broker Price Opinions utilizing Modum, a commercial valuation reporting service known for its quality.

Clinical Opportunity Blueprint

DDSmatch will collaborate with Dental Intelligence to analyze your data to reveal your practice’s potential in a detailed report. The Clinical Blueprint Opportunity reveals opportunities, detailing production mix and intensity, new patient flow and more to give potential buyers confidence in their future success.

DDSmatch Interview Alignment

After potential matches are discerned, our advisors will lead an in-depth interview so you can determine the best match for you, your staff and your patients.

Dental Advisory Connection

We work with attorneys, accountants, practice management consultants and financial advisors to foster a smooth transition. We can connect you to local commercial real estate brokers or personally assist in lease negotiation of the building and land sale.

Vision Alignment Completion

For the final stage of the process, our team will engage advisors from both sides to provide the necessary documents, including purchase agreements, post-transition employment agreements and building leases to successfully complete the Trusted Transition Process.

Our Trusted Partnership Process

Conceptual Partnership Experience

We help visualize each person’s future in the practice, set achievable goals and devise strategies to start both dentists in the direction of their post-transition dreams.

Clinical Opportunity Blueprint

Using Dr. Charles Blair’s “Practice Booster Clinical Treatment Analyzer” we reveal your practice’s potential in a 70-page report. This blueprint of opportunities detailing production mix and intensity, new patient flow and more will give you a framework for how to integrate a partner into the practice.

Trusted Valuation Analysis

Your practice will be analyzed by Certified Valuation Analysts with dental industry expertise. Their findings are fair, reliable and respected by banking institutions. This analysis leads the financial process for all parties. Customized pro-formas are added to the report to support the investment and integration of a second dentist.

ddsmatch Partnership Alignment

Finding the right partner can be difficult. We utilize Kolbe personality testing to assess the nuances of the potential partner. Testing is done on both clinicians and key staff memebers to confirm a good match for the practice, your patients and your staff.

Dental Advisory Connection

We work with attorneys, accountants, practice management consultants and financial advisors to foster a smooth transition. Most of our Professionals have a Real eEstate license and can assist with building and land sales.

Preliminary Practice Integration

A timeframe is arranged for the partner to join the practice as an independent contractor. Practice values, work schedulues, dentist and staff expectations are determined. Commitments are made and non-competition agreements are signed to protect the Miller’s patient base and legacy.

Vision Alignment Completion

For the final stage of the process, our team will engage advisors from both sides to provide the necessary documents, including purchase agreements, post-transition employment agreements and building leases to successfully complete the Trusted Partnership Process.