Buying, selling, starting, retiring — the whole transition. Confidential from the first minute, and every buyer verified and under NDA before they see a number.
Selling? Send me last year’s P&L. Buying? Start here. Or just email me.
The analysis, the buyer matching, the confidential marketing, the lender packages — my systems do in days what used to take months of overhead. I’d rather pass that along and sell more practices than charge like it’s 1995.
What you’re paying me for is the part that can’t be automated: I speak the numbers. The language the banks need, the language the buyers’ CPAs need. I’ll debate any of them on your behalf — that’s the job.
I work with DSOs and their offers as well. And when the building is part of the deal — the lease, the purchase, the landlord — that gets handled inside the transition, not farmed out. The most important decision of your career is who takes over the care of your dental family. Read my reviews, both sides. Then send me last year’s P&L.
What selling with me looks like →I don’t take every listing — and if I’m not the right broker for yours, I’ll tell you straight.
Real doctors, both sides of one transaction, in their own words. I name both.
It runs my deals with me every day. Ask it anything — what the process looks like, what kills deals, what working with me actually buys you. Talk or type, any hour. It talks like me because it learned from me. And when you’re ready to talk numbers, the real me reads every conversation and takes it from there.
One file. I build my questions around it before we talk, and it opens a private page of your own. Confidential from the first minute.
No name, no address, no staff finding out. Every buyer is verified and under NDA before they see a number.
The lender package, the buyer’s CPA, the appraisal call — I carry your file through all of it, in the language they need to hear.
Specialty, geography, timeline, financing. It takes a few minutes and it’s how I match you to practices that never hit a public listing.
Signed online, for the practice you want to see. It opens that practice’s file, and only that one.
Full financials in a secure document vault, and a seat at the table with a lender and a dental attorney.
The next date is being scheduled. A practice broker, a dental lender, and a dental attorney at one table in San Diego. No cost, no pitch. Seats are limited — the people on the list hear the date first.