Resources for Dental Entrepreneurs

Most dental entrepreneurs reach the exit conversation without the information they needed three years earlier. These resources exist to close that gap, before you're in the room with a buyer.

What Exit Planning Actually Involves

Selling a dental practice is not a transaction. It is a financial, legal, tax, and identity event that unfolds over years, and the decisions made before any deal conversation begins determine more of the outcome than the negotiation itself. The resources here are organized around the four areas where dental entrepreneurs most often leave value on the table.

What You Keep After the Sale & EBITDA

Understanding how buyers calculate value (and which operational levers move your multiple) is the foundation of any exit strategy. Most dentists don't know their normalized EBITDA until a broker tells them. That's too late to act on it. The number that funds your next chapter is what you keep after tax and deal terms.

Tax Strategy Before the Sale

The window to implement meaningful tax strategies closes before you sign a letter of intent. Entity elections, installment sale treatment, charitable vehicles, and defined benefit plan contributions all require time and coordination, not a call to your CPA the week before closing.

Deal Structure & Buyer Types

DSO, private buyer, associate buyout, or partnership transition: each path has different tax treatment, earnout risk, and post-sale obligations. The right answer depends on what you're optimizing for, modeled after tax, not just headline price.

Life After the Practice

The financial architecture you put in place in the first 12 months after your exit shapes the next 30 years. Most dentists underestimate the tax liability, deploy capital too quickly, and underestimate the identity transition that follows leaving a practice they've spent decades building.