FORMS & PREPARATION
Dental practice forms and preparation.
Use these starting points to prepare for a conversation about buying, valuing, or selling a dental practice.
For practice owners
Start with the information you already have. We can help identify gaps and explain the next steps.
- Your goals, preferred timing, and plans after a sale.
- Recent practice financial statements and tax returns.
- Collections, production, and patient activity reports.
- Staffing and benefit information, without unnecessary personal identifiers.
- Your lease or real-estate information and an equipment summary.
For prospective buyers
A focused introduction helps us understand which opportunities could fit.
- The communities or regions you are considering.
- Your clinical interests and ownership experience.
- Whether you want a purchase, partnership, or additional location.
- Your preferred timeline and financing preparation.
- The listing numbers you would like to discuss.
Forms and preparation materials
The existing forms below are available as reference copies. Before completing them, ask us which current materials are appropriate and how to share financial or personal information securely.
For a current letter of direction or materials for planning an unexpected transition, contact Jim. Discuss any legal document with your attorney before using it.
Start with the question on your mind.
Our buying and selling FAQs explain confidentiality, valuation preparation, how to contact us about a listing, and what affects the timing of a sale.
Start with a conversation.
Tell us where you are looking, or what you have in mind for your own dental practice.