Selling a dental practice.

Prepare your information

Start with what you have. We’ll help identify what else is needed.

• 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.

Seller form

This form is a reference copy. Ask us whether it is appropriate for your situation and how to share sensitive information securely before completing it.

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.