Succession Planning, Retirement, Selling or Expanding your Business?
The global pandemic has given people time to think about their future, whether that’s getting a better work/life balance, succession
planning, retirement or selling, or the goodwill to provide equity cash for other personal opportunities outside of Dentistry.
Here are some simple questions for Dentists to ponder:
First Step:
You’ll probably 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: Exact 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 proivide you with a valuation appraisal.
Our full service valuation appraisal fee is $2,000+ gst.
View our other fees here.
Contact Lindsay or Bruce for a confidential, no obligation and complimentary consultation to start with.