Thinking About Selling Your Dental Practice? Here's What I Tell Every Client First

Selling your dental practice is a big step. Whether you’re thinking about retiring, changing careers, or focusing on something new like a med spa, there’s a lot to consider. I’ve helped many doctors through this process, and I’ve seen what works—and what doesn’t.

Here’s what I tell every client before they sell. These are the key steps that make the difference between a smooth, smart transition and a stressful one.

1. Know Your Why – And Stick to It

The first thing I ask is simple: Why do you want to sell?

Your answer sets the tone for everything else. Maybe you’re ready to retire. Maybe you want more family time. Maybe you’re burned out or moving into a different field. Whatever your reason, you need to be clear about it. Your “why” will help guide your decisions and keep you grounded if things get stressful later.

2. Get a Real Practice Valuation—Not Just a Guess

I’ve met dentists who either overvalue or undervalue their practices—and both can cause problems. You’ve built something great, and it deserves a real valuation. That means looking at your income, expenses, equipment, patient flow, and even the goodwill you’ve created. I work with you to make sure you understand the real worth of your practice so you don’t leave money on the table.

3. Understand the Buyer—Not Just Their Offer

A big number might catch your eye, but I always ask: Who is the buyer?

Is it a DSO or another doctor like you? Are they planning to keep your staff or change things around? You’ve built relationships with your team and your patients. I help you look at more than the offer. I help you find a buyer who fits your values and your vision.

4. Don't Skip Legal Protections and Contracts

Selling a practice involves a lot of paperwork. One wrong move here can cost you later. I guide clients through legal steps like the buy-sell agreement, lease assignments, and restrictive covenants. These things protect your name, your work, and your peace of mind long after the sale.

5. Make Sure the Money Works—for You and the Buyer

Not every buyer can actually buy. We check if they’re pre-qualified and help them understand the deal structure. I also help you plan the sale in a way that reduces taxes and increases what you take home. You’ve worked hard—this is your reward.

6. Keep Your Staff and Patients in Mind

One thing that often gets overlooked is the people. Your staff and patients are part of your legacy. I help with transition strategies that honor those relationships. A thoughtful handoff helps protect what you’ve built and keeps your name strong even after you’ve stepped away.

7. Plan for What Happens After the Sale

Are you walking away completely? Staying on part-time? Starting a new business? I’ve seen all kinds of paths. We sit down and plan what your next steps look like—so nothing catches you off guard after the deal is done.

8. Selling a Med Spa Too? Here's What to Know

If you own a med spa along with your dental practice, we’ll take a careful look. Med spas have different buyers, rules, and price points. Sometimes it makes sense to sell them together, sometimes it’s better to split them. I’ve helped clients do both, and we’ll figure out what’s best for you.

9. Avoid Common Pitfalls with Expert Help

I’ve seen it all—doctors who rushed into a sale, didn’t check the buyer well enough, or ended up with less than they deserved. You don’t need to go through that. With a trusted dental transition experts on your side, you can avoid the common mistakes and feel good about your decision.

10. Ready to Talk? Let’s Plan Your Next Chapter

Whether you're ready to list your practice or just thinking it through, I’m here to help. At Triumphant Transition Partners, we take every step seriously because we know it’s not just a sale—it’s your life’s work.



Contact Info:

Triumphant Transition Partners

Address: 1201 West 6th St., Austin, TX, United States, Texas

Email: info@triumphanttransition.com

Phone: 512-924-8808

Website: https://triumphanttransitionpartners.com/

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