Almost no dentist knows their number until the year they're forced to find out — usually after a health scare or burnout. The Practice Pulse keeps your value current, shows you the levers that grow it, and puts a written "who-to-call" plan on file so your family is never lost. One quiet touch a year, from a licensed California broker.
Your practice is probably the biggest asset you own — and the only one you never check the value of. The dentists who sell well aren't luckier. They just knew their number for years, fixed the two things that were dragging it down, and had a broker who already knew the practice cold when the time came. That's all this is.
Four things, once a year, strictly confidential. Two are done for you automatically; two are a real conversation with a real broker.
An updated, defensible value range for your practice — rebuilt from your latest numbers every year, so you always know where you stand and which way it's moving.
How your practice compares to similar California practices — collections per operatory, overhead percentage, and value-to-collections. See exactly where you're strong and where the money is leaking.
A written continuity plan, on file, naming your broker and the steps your family takes if something happens to you — reviewed and updated each year. The one document nobody has until it's too late.
Once a year, a licensed broker walks you through your number, what moved it, and the single biggest lever for next year. No pressure to sell — ever. Just a straight read from someone who does this for a living.
When a dentist dies or becomes disabled, the practice has to sell within roughly 30 to 45 days — after that, patients drift, staff leave, and the value your family should inherit quietly evaporates. Most families have no idea where to start, who to call, or that the clock is even running.
The Practice Pulse puts a written directive on file so they're never in that position: who to call, what to hand them, and a broker who already knows your practice. It's not a morbid exercise — it's the same reason you carry disability insurance. You hope it's never used. Your family is covered if it is.
Whatever you spend along the way comes off our commission the day you sell with us. The relationship is the product — the fee is just how it starts.
Been a member six years when you sell? That's well over a thousand dollars waiting as a credit at close. We built it that way on purpose — we'd rather be your broker for a decade than make money on a fee.
No spreadsheets on your side. Phone photos of your returns are fine.
Pick The Practice Pulse and join securely online. Coach to Close starts with a call — no charge until we've scoped it together.
A short, confidential checklist — last year's tax return and a current P&L. Your staff, patients, and colleagues never know.
Your valuation, your peer benchmark, and your contingency letter on file — plus your call with Jonathan on the calendar.
Once a year we refresh it all. When you're finally ready to sell, your broker already knows your practice cold — and every dollar you paid comes off the commission.
Confidential. Secure online payment — $199/year, credited back in full when you sell with us.
Straight answers before you join.