Succession Planning, Retirement, Selling or Expanding your Business?

Whether you're looking for a better work/life balance, succession planning, retirement, selling, or the goodwill to provide equity cash for other personal opportunities outside of Dentistry, here are some simple questions for Dentists to ponder:

  • Do I know exactly what my business is worth and what drives its value?
  • Can I cash in that value and keep working?
  • Do I have a succession or exit plan in mind?
  • Do I have the right Associate who is willing and able to take over the business?
  • Is my business attractive to a buyer?
  • Is my practice "sale ready"?
  • What investment is needed to bring it up to 2025 clinical standards?
  • Have my fellow partners considered their options?
  • Is it the right time for us all to exit?

First Step:
You’ll want an up to date valuation of your practice. Our business adviser, Lindsay Dey, has many years of giving invaluable business advice, specifically in the dental sector.

Want to get started?
Fill in your practice summary details on our online form – this will give Lindsay and the team some of your basic details.

You will also need to consider pulling together your latest financial statements, reports showing monthly revenue broken down by clinician and service codes, as well as a schedule of all employees – including their roles, hours and rates of pay and make sure you have an up to date Fixed Asset register. Here's a list of all the information we require to provide you with a valuation.  

Our full service valuation fee is $2,500+ gst, payable in advance. View our other fees here. 

You can contact Lindsay for a confidential, no obligation and complimentary consultation to start with.

Lindsay Dey

Business Advice & Valuations
027 437 0977