Do I need lender prequalification before I start looking?

Not necessarily before the first conversation, but early lender input helps define a realistic price range and makes an offer more credible. PTI can help you prepare for those conversations and coordinate with a dental lender.

Can PTI help me evaluate a practice I already found?

Yes. We can review the practice information, test the assumptions behind the asking price, identify questions for due diligence, and help you plan the negotiation and transition.

Does PTI represent the buyer or the seller?

That depends on the engagement. Before work begins, PTI explains in writing who it represents, the scope of its role, and any potential conflicts. Buyers should also retain their own attorney and CPA.

Does PTI provide legal, tax, or lending advice?

No. PTI provides transition and transaction guidance and can coordinate with your attorney, CPA, and lender. Those licensed professionals remain responsible for legal, tax, and lending advice.

Buyer and acquisition advisory

Buy the right dental practice with a clear plan

PTI helps first-time and experienced buyers evaluate opportunities, understand the numbers, prepare for due diligence, and coordinate a practical path to ownership.

Discuss Your Acquisition Plan

Make the decision before the deal makes it for you

A promising practice still has to fit your clinical goals, financial capacity, leadership readiness, and long-term plan.

PTI gives you an experienced transition advisor who can help separate a compelling listing from a sound acquisition. We focus on the questions, assumptions, and handoff decisions that affect life after closing.

How PTI supports dental practice buyers

Define the right opportunity

Clarify your clinical goals, preferred market, financial range, timeline, and the kind of practice you are prepared to lead.

Test value and affordability

Review cash flow, normalized expenses, debt capacity, and the assumptions behind the asking price before you commit.

Prepare for diligence

Organize the financial, operational, team, lease, and patient questions your advisors need to investigate.

Plan ownership and handoff

Coordinate the offer, financing, closing workstreams, seller transition, team communication, and first months of ownership.

Questions we help you answer

Does the practice support the income, debt service, and investment the purchase requires?
What is included in the price, and which assumptions still need to be verified?
Is the team, patient base, facility, and location a practical fit for your goals?
What should the offer, seller transition, and first 100 days of ownership address?

What to expect from an engagement

Clear scope, clear responsibilities, and no surprises about how the work is structured.

What you receive

Acquisition criteria and readiness plan
Practice and financial review questions
Offer, diligence, and transition decision support

Timeline and communication

Timing depends on whether you are preparing to search, reviewing a specific opportunity, or already negotiating. PTI confirms the phases and estimated schedule in the written scope.

Your written engagement identifies the PTI lead, milestones, and how progress and decisions will be communicated.

Roles, fees, and outside advice

Before work begins, PTI explains its role, who it represents, potential conflicts, the scope of work, and fees in writing.

PTI can coordinate with your attorney, CPA, and lender. Legal, tax, and lending advice remains with those licensed professionals.

Frequently asked questions

Considering a Practice Purchase?

Start with a confidential conversation about your goals, readiness, and the opportunity in front of you.

Discuss Your Acquisition Plan