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:

  • Do I know exactly what my business is worth and what drives it’s 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 it ‘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 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.

Our full service valuation appraisal fee is $2,000+ gst.

Contact Lindsay or Bruce for a confidential, no obligation and complimentary consultation to start with.

Lindsay Dey

Business Advice & Valuations
027 437 0977

Bruce McCormick

Practice Sales
021 777 499