Follow me on ...

  • facebook
  • twitter
  • linkedin
What is thisddsmatch.com is here to help you find your ideal practice, or partnership or associateship in a practice.

Testimonials

Thanks for all your help with all the practice transitions. Things go smoothly and get done in a timely and efficient manner. It really is such a great aid to have you and your knowledge and contacts involved with the transitions.Dr. Mike Laszynski

Thad, Jan and I can't thank you enough for your diligence  and professionalism during the transition and sale. Selling a practice and transitioning into a new way of life requires guidance and organization. Thad you have provided an individualized map for us to navigate the new waters. The transition was smooth and timely. Thank you again for your help. Dr. Galen Williams, Angola

Thad is always willing to pick up the phone. He will answer any question anytime. Thad has great relationships with every professional group needed along the path of practice transitions. Always a first class operation when dealing with ddsmatch! Jason Flannagan DDS

Thad is always willing to pick up the phone. He will answer any question anytime. Thad has great relationships with every professional group needed along the path of practice transitions. Always a first class operation when dealing with ddsmatch! Jason Flannagan DDS

To Whom it may concern: Thad Miller and D.D.S. Match were an excellent transition resource for my practice. He provided outstanding qualified candidates as well as superior and responsive service. He matched me with the right doctor for my practice, and his help enabled me to achieve the outcome for my practice that I had hoped and planned for. I would highly recommend his services to anyone considering a transition in their practice.Dr. Jennifer Kittle

We closed on the sale of my Dad’s dental practice and equipment this morning. Both my Dad and the buyer were very happy about the sale. It makes me feel very good to know we were able to sell the practice to someone my Dad feels will take excellent care of his patients and staff. Again, I want to thank you for all of your help. You gave me great advice and I will continue to refer any dentists I come in contact with to you.Chuck Hayes, Advisor

Thad, I just wanted to say a big "Thank You" for bringing Dr. Amber to our practice for the transition. She is a delight and I am sure will do very well here in Hartford City - the patients and staff alike have been very accepting of her and she is proving that she has some very fine leadership skills that will just enhance her practice even more. You have done an excellent job of matching our personalities and abilities, and I am so comfortable in telling my patients that they are in "good hands" with her as their new dentist.Dr. Ron Wolf, Hartford City, Indiana

I just wanted to take this opportunity to express my sincere gratitude in having you aid and assist me throughout this entire transition process. I knew from our initial meeting that you were going to take care of me every step of the way and I look forward to working with you again in the future. You are exceptional in what services you provide and I could not be more excited to get going on this next career advancement that you helped facilitate! Dr. Christie Oyler

Thad took all of the anxiety of selling out of the equation and smoothly coordinated everything with banks, accountants, attorneys, the buyer, etc. and made it all seem so easy. He was very responsive to emails and phone calls. If I had to do it all over again, I would definitely choose Thad Miller. Thank You, Thad!!Dr. Doug Eriks, Zionsville

Thad, saying that you have surpassed expectations would be a complete understatement. Thank you! Thank you! Dr. Jeff Canfield

I want to thank you for all your hard work in selling my dental practice. Although, my practice was not large, you still devoted the time and effort needed. Selling the practice in 3 months was very good. The transition was very smooth. You took all the pain out of this process for me. I would recomend you to dentists who are planning to sell.Dr. Gerald Stahl, Columbus Indiana

"Thad, Thanks so much for everything. I was so excited to get everything signed!! Thanks for finding such a good candidate, for finding someone so quick, and helping to make it work. Thanks again."Dr. Kim Alexander, Franklin Indiana

"Ever since I began looking for a practice, ddsmatch was there offering to spend as much time as needed to find the perfect match for me. I would reccomend ddsmatch to anyone buying or selling as they will take care of you the entire way."Dr. David Shock, Noblesville Indiana

The selling dentist and I knew we were a good match for my purchasing his practice when the time was right, but we wanted help with the transition process. We contacted Thad and we are very pleased with that decision. Thad connected us with our individual teams of advisors and coordinated the entire process. As a result, the selling dentist and I have a transition solution in progress that has satisfied both of our interests and left both parties excited for the future.Dr. Jennifer Neise, Pendleton Indiana

Thad's approach was very professional and he was good about explaining each step in the process. He provided more than one candidate and was good about communicating updates in a timely manner. He also had many contacts at his disposal to provide legal and/or financial support if needed. I can strongly recommend Thad Miller as an excellent dental practice broker.Dr. Bob Beckett, Jr, Wabash

ddsmatch is the only Indiana Dental Broker to use Certified Valuation Analysts to perform business valuations which benefit the dentist by having greater confidence that the service they receive. .A primary requirement for becoming a CVA is to hold a valid license as a Certified Public Accountant. CVAs must be professional in quality, adhere to industry standards, and meet a level of expertise the Association deems credible and worthy of one of its certified members.-

In an effort to be of further service to my clients, Thad Miller has recently completed the necessary course work and passed the Indiana Real Estate Exam. He is now able to represent clients in the sale of the practice and their building...all with 100% confidentiality to protect your practice, your staff and your patients in the selling process.-

"I wanted to write a thank you for helping me in the sale of my dental practice. You answered all my questions during the selling process and even replied very promptly to all my phone calls! Those call backs were beyond the call of duty! I was impressed with your knowledge about the total process , from the acquisition of buyers to the transition of the buyer to owner of the practice. The personal sincerity at ddsmatch is miles apart from the other dental brokers." Dr. Dan Hughes, Fort Wayne, Indiana

"Thad is great. From I first contacted him to the conclusion of the sale of my practice, it took only four months; and he sold my practice at the price I asked for. Thad is very efficient, savvy with people, and has great network of buyers and financiers. I know he worked hard for me behind the scene and I appreciate his effort very much. I would recommend Thad to anyone who is thinking about selling a practice." Dr. Ching-Shu Wagner, Anderson, Indiana

"Just a note to thank you for selling my practice in record time. Do you realize that it only took four months from start to finish. Plus we got our asking price. Your idea of an independent appraisal was excellent. I am very happy, I have no regrets and am looking forward to an exciting retirement." Dr. John Wells, West Lafayette, Indiana

"I would highly recommend Thad Miller to new dental school graduates and for anyone looking to sell/buy a practice. He is patient, professional and fair. Thank you, Thad for all your help." Dr. Anne Sy, 2010 Indiana University School of Dentistry Graduate

"Thank you for all you have done over the past year. You have gone above and beyond what could be expected. You do wonderful work and I would recommend you to anyone. If you ever need a reference, please let me know. Thanks again for such a great job." Dr. Mike Kirchner, Jeffersonville, Indiana

Dr Kirchner and myself want to express our deepest thanks to you in making our successful transition a reality. We really appreciate you guiding us every step of the way to have a fair and equitable transition of practice. From our first meeting to discuss the type of successor I was looking for to the final closing and champagne toast, you were there to take care of the details. I just don't see how anyone could do a practice sale without an excellent broker like you walking us through every step. The coordination of buyer, seller, bankers and attorneys requires a person trained and skilled in these details. Thanks again for your high level of service that made this all possible. I would be happy to speak to anyone concerning your services and have already referred a friend who is considering selling his practice. - Dr. Joe Jacobi, Jeffersonville, Indiana

Thad Miller and ddsmatch did a wonderful job in the sale of our dental practice. The time from listing to closing was only about four months. Throughout that time, Thad kept us up to date on all phases of the complex process. We can vouch unequivocally for his skill and knowledge as a practice broker, as well as his pleasant personality. Sincerely, Dean and Dianne Craft, Frankfort Indiana Dr. Dean and Diane Craft, Frankfort Indiana

Signup – ddsmatch.com

Opportunity / Type of Sale








In an effort to serve you our client at the highest level, we ask that you agree to a Confidentiality and Non-Disclosure Agreement. This protects you from the misuse of your personal information and allows ddsmatch to pursue opportunities for you and your practice.
Please call 855.546.0044 if you have questions.
CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT
 
This CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT is made and entered into as of the date of last execution below (the “Effective Date”) by and between Thad Miller D.B.A. ddsmatch ("Broker") and ________________________________________________("Professional").

WHEREAS, Professional is considering engaging Broker to represent Professional in the sale/purchase of a Professional Practice (as defined below), or placement of Professional with a Professional Practice (“Broker’s Services”). Broker is considering providing Broker’s Services to Professional;

WHEREAS, in connection with these matters, Broker and Professional find it necessary or desirable to disclose various aspects of Broker’s Services, Professional’s Professional Practice, and certain third-party Professional Practice(s) which may be confidential and/or proprietary in nature; and

WHEREAS, the Parties desire to assure that Confidential Information is used only for the purposes described herein and that each Party will protect the Confidential Information in accordance with the terms and conditions set forth in this Agreement.

NOW THEREFORE, in order to protect the confidentiality of all such confidential and/or proprietary information, and in consideration of the exchange of such information and of the mutual promises contained herein, the Parties agree as follows:

1. Professional Practice. “Professional Practice” shall mean a business or businesses associated with the provision of professional services, along with the professional activities related to the provision of such professional services.

2. Confidential Information. all, whether oral or in writing (a)related Professional Practice, including a potential seller, buyer, or employer of or related to a Professional Practice and (b) all information, documentation, data, materials, trade secrets, business processes, and intellectual property related to Broker’s Services.

3. Exceptions. The term “Confidential Information” shall not include, and the obligations imposed under this Agreement shall not apply to Confidential Information that is: (a) made public by the disclosing Party; (b) generally available to the public other than by a breach of this Agreement by receiving Party, its employees, agents or contractors; (c) was known to the receiving Party prior to receipt from the disclosing Party; and/or (d) rightfully received from a third person having the legal right to disclose the Confidential Information free of any obligation of confidence. In the event that receiving Party, or any of such Party’s agents, contractor’s or employees, becomes legally compelled to disclose Confidential Information of disclosing Party, receiving Party will provide prompt prior notice to disclosing Party so that it may seek a protective order. In the event that such protective order is not obtained, or that disclosing Party waives compliance with the provisions of this Section, receiving Party will furnish only that portion of the Confidential Information which is legally required and will exercise reasonable efforts to obtain assurances that confidential treatment will be accorded such Confidential Information.

4. Non-Disclosure and Limitation of Use. Professional and Broker each agree that all Confidential Information furnished by one Party to the other Party for the purposes of discussing or performing Broker’s Services under this Agreement is proprietary to the disclosing Party and may be used only for the purposes of discussing and/or performing Broker’s Services. Neither Party will use or disclose to any
third party the Confidential Information of the other Party for any purpose other than to perform its obligations and exercise its rights granted under this Agreement.

5. Return of Materials. Except as expressly permitted in this Agreement, upon termination or expiration of this Agreement, each Party will destroy the other Party’s Confidential Information to the extent reasonably practicable and retention is not required for compliance purposes, provided however, that any such retained Confidential Information shall remain subject to the terms of this Agreement notwithstanding its termination.

6. Standard of Care. Each party agrees to protect the confidentiality of the Confidential Information of the other party in the same manner and utilizing the same safeguards that it protects the confidentiality of its own proprietary and confidential information, in no event using less than reasonable care. Each Party agrees the commitments made in this Agreement are reasonable and necessary for the protection of the Confidential Information and the respective businesses of the Parties.

7. Injunctive Relief. Each Party acknowledges and agrees that any breach or threatened breach of any of the provisions of this Agreement by the other Party will result in immediate and irreparable harm and that any remedies at law in such event will be inadequate. The Parties therefore agree that, in addition to any and all other remedies available at law or in equity, the claimant Party shall be entitled to seek injunctive and other equitable relief, without posting bond.

8. Governing Law and Jurisdiction. This Agreement shall be governed by and construed and enforced in accordance with the laws of the State where which this document is signed. The Parties agree that any dispute regarding a matter regarding, arising out of, relating to, or involving this Agreement will be resolved in state or federal court in the State where which it is signed, and that neither Party will object to the personal jurisdiction of a state or federal court in the State in connection with such action.

9. Miscellaneous. This Agreement contains the entire agreement with respect to the subject matter hereof and shall be construed and enforced in accordance with the laws of the State of Indiana, excluding Indiana's conflict of law provisions. This Agreement shall be binding upon and for the benefit of the undersigned Parties, their successors and assigns, provided that Confidential Information may not be assigned without the prior written consent of the other party. Failure to enforce any provision of this Agreement shall not constitute a waiver of any term hereof.

IN WITNESS WHEREOF, the Parties acknowledge that they have read, understood, and agreed to this terms of this Agreement, and have caused this Agreement to be executed by their duly authorized representatives as set forth below.

ddsmatch "Broker"

                                                      
(Name of Broker)
                                                      
Date:

“Professional”

                                                       
(Name of Professional)
                                                       
Date:
 
In an effort to serve you our client at the highest level, we ask that you agree to a Confidentiality and Non-Disclosure Agreement. This protects you from the misuse of your personal information and allows ddsmatch to pursue opportunities for you.
Please call 855.546.0044 if you have questions.
CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT
 

THIS AGREEMENT is made and entered into as of the ____ day of ___________, 2015, by ddsmatch.com, LLC ("Broker") and ________________________________ ("Professional"). Professional is considering engaging Broker to represent Professional in the sale/purchase of or placement with a professional practice, and Broker is considering representing Professional in such matters, in connection with which Broker hereby agrees as follows: 
 
    1. Broker and Professional plan to discuss certain aspects of professional practice(s). In the course of such discussions, Professional will acquire information which is confidential and proprietary to Broker and the practice. Broker desires to assure that Professional shall use all Confidential Information only for the purposes described below and that Professional will protect the Confidential Information in accordance with the terms and conditions set forth herein. "Confidential Information" shall mean any information relating to potential seller, buyer, employer and/or professional practice, including, but not limited to procedure rates, financial information, business structure and arrangements with regard to the proposed business transactions. 
 
    2. The Confidential Information shall not include, and the confidentiality obligations of Professional shall not apply to, information that Professional can demonstrate (a) is or becomes part of the public domain through no fault of Professional, (b) was known to Professional prior to receipt from the Broker, or (c) is disclosed to Professional by a third party. Professional hereby agrees that all Confidential Information shall be kept confidential by Professional using the same safeguards as customarily used to protect Professional's own confidential information, but at least using reasonable care. 
 
    3. Professional further agrees that the commitments made in this Agreement are reasonable and necessary for the protection of the Confidential Information and the business of the Broker. Professional consents to the jurisdiction of the State and Federal courts sitting in Indiana, for any actions, suits or proceedings arising from or relating to the matters set forth in this Agreement. This Agreement contains the entire agreement with respect to the subject matter hereof and shall be construed and enforced in accordance with the laws of the State of Indiana, excluding Indiana's conflict of law provisions. 
 
EACH PARTY ACKNOWLEDGES THAT ITS REPRESENATIVE HAS READ, UNDERSTOOD AND AGREED TO THE TERMS OF THIS AGREEMENT.

The listing of your practice on ddsmatch.com is a complimentary service to clients, in an effort to attempt to find a partnership, associateship or sell a practice, we ask that you read and agree to an Exclusive Listing Agreement that allows our company to use all of its resources to find the right match for you and your practice.
Please call 317.275.7440 if you have questions.
EXCLUSIVE LISTING AGREEMENT

    This Agreement is entered into effective as of ________________ (the "Effective Date") and is by and between _____________________________________ (hereinafter referred to as "Professional") with its principal place of business at ___________________________________ and ddsmatch.com, LLC with its principal place of business at 12800 North Meridian Street, Suite 400, Carmel, Indiana 46033 (hereinafter referred to as "Broker").

WHEREAS, Professional desires to grant to Broker the exclusive right to market for sale or merger Professional's dental practice, and Broker desires to obtain such exclusive right, all on the terms and conditions set forth herein.

WITNESSETH:
    In consideration of the mutual covenants herein contained the parties hereby agree as follows:

EXCLUSIVE AGREEMENT. Professional hereby grants Broker the exclusive right to offer for total or partial sale or merger (each, a "Potential Transaction"), Professional's dental practice, ________________________________, (the "Practice"). Additionally, Professional grants Broker the exclusive right to recruit to and place at the Practice a dental associate. During the Term of this Agreement, as hereinafter defined, Professional will promptly refer to and notify Broker of all inquiries and offers received by Professional regarding the Practice.

BROKER OBLIGATIONS.
Broker shall undertake to find an interested party (an "Interested Party") for a Potential Transaction with the Practice and assist Professional with such a Potential Transaction. Broker's obligations include:
  1. Include the Practice with the other listings maintained by Broker;
  2. Promptly notify Professional of any Interested Party;
  3. Market the Practice to possible Interested Parties; and
  4. Assist with all documents regarding any Potential Transaction, and the consummation and closing thereof.
Unless otherwise required by law or regulation, Broker shall be responsible for procuring and maintaining, at Broker's expense, all licenses required by any governmental agency for transacting business under this Agreement. Broker shall also be responsible for obtaining an appointment with the Practice. Broker understands and acknowledges that Practice shall pay no compensation on business produced before Broker is appropriately licensed and appointed by the Practice.

Broker agrees to comply with the Practice's policies and procedures as they may be amended from time to time with respect to the conduct of the Practice's business and to comply with the laws and regulations of any jurisdiction to which Broker may be subject.

PROFESSIONAL'S RIGHTS AND RESPONSIBILITIES. Professional may withdraw the Practice from the market at any time and may reject any offer for any reason whatsoever and shall retain the sole right and privilege of approving the terms of any Potential Transaction. No offer shall be considered binding upon Professional unless the contract is signed by the Professional. Professional represents that he/she has the legal right and all necessary power and authority to sell, either in part or in whole, or to consummate a merger with respect to, the Practice.

CONFIDENTIALITY. Professional and Broker agree to be bound by the confidentiality agreement previously signed by both parties, and attached hereto as Exhibit A (the "Confidentiality Agreement").

INDEPENDENT CONTRACTOR. It is expressly understood and agreed that the relationship between Professional and Broker is that of principal and independent contractor and nothing contained herein is intended to or shall be constructed to constitute or establish any other type of relationship. The parties are not joint venturers or partners and there is no employer/employee relationship between the parties. Neither the Practice nor Professional shall exercise any direction or control over the time or activities of Broker or its employees or associates.

LIMITED AUTHORITY.
Broker is not authorized to: (a) make or amend any contract, incur any debt or extend any credit on behalf of the Practice or Professional; (b) alter, waive or modify any of the terms, conditions or limitations of any application for insurance or policy issued; or (c) waive any of Professional's or the Practice's rights or privileges under any agreement made by the Practice or under any of the Practice's policies and procedures. Broker agrees that if Broker obligates the Practice in any manner prohibited by this section, Broker shall be liable to Practice for any loss resulting therefrom, including, but not limited to, costs and attorney fees incurred by the Practice in defending claims asserted by third parties in such cases.

COMPENSATION OF BROKER. As compensation for the services performed by Broker under this Agreement, Professional will pay Broker fees and commissions in accordance with the Schedule of Compensation shown in Exhibit B which is attached hereto and made a part hereof. This commission is Broker's sole compensation from Professional for the services hereunder.

TERM AND TERMINATION. Unless earlier terminated in accordance with the terms and conditions contained herein, the initial term of this Agreement shall commence on the Effective Date and end on the date which is eighteen (18) months after the Effective Date (the "Initial Term"). This Agreement shall automatically renew for consecutive one (1) year terms (each a "Renewal Term"), unless either party delivers written notice to the other party of non-renewal at least thirty (30) days prior to the end of the Initial Term or the then current Renewal Term. The Initial Term and all Renewal Terms are collectively referred to herein as the "Term". Termination shall not effect Broker's right to commissions with respect to business conducted before termination unless Professional terminates this Agreement for cause, in which case no commissions or any other compensation shall be paid or payable. For purposes of this Agreement, "cause" shall mean fraud, malfeasance or material breach of this Agreement not remedied within thirty (30) days of notice.

PROFESSIONAL ADVICE. Professional agrees that in determining the financial soundness of any Interested Party, Professional will rely solely upon Professional's own investigation and evaluation, notwithstanding Broker's assistance in gathering any financial information.

GENERAL PROVISIONS.
  1. All books and records of Broker pertaining to any Potential Transaction and the marketing of the Practice may be subject to inspection by Professional at any reasonable time so long as reasonable prior notification is provided to Broker.
  2. All materials coming into the possession of Broker bearing the name of Professional or the Practice or provided by him/her/it to Broker shall remain the property of Professional and shall be returned to Professional upon request. Broker shall not make use of any materials supplied for any purpose other than seeking a Potential Transaction hereunder. Broker agrees to surrender all such materials immediately upon request to Professional.
  3. Broker represents and warrants that it is in existence as of the Effective Date and operating with the proper authority from whatever State or local jurisdiction is required. Broker further represents and warrants that the signatory of this Agreement on behalf of Broker has the full power and authority to bind Broker.
  4. This Agreement may be altered or amended only in writing by an appropriate amendment to this Agreement, signed by each of the parties.
  5. Professional shall not be responsible for any overhead expenses incurred by Broker including but not limited to, office rentals, overhead expenses, advertising, travel expenses, and state and local license fees. Professional shall be responsible for reimbursing Broker for any appraisal fees, assessment fees, interview fees or associate placement fees incurred by Broker in marketing the Practice and seeking a Potential Transaction hereunder, provided that, in the event that a Potential Practice is actually consummated, the Practice/Professional shall receive a credit against Broker's commission in an amount equal to the total of such fees paid to Broker during the two (2) year period prior to the consummation of such Potential Transaction, as further described on Exhibit B.
  6. Failure of either party to enforce or insist upon compliance with any provision of this Agreement at any time shall not be construed as a waiver of its right to enforce or insist upon compliance with such provisions in the future.
  7. If any court of competent jurisdiction declares any provision or subparagraph of this Agreement invalid, such invalidity shall not affect any other provision or subparagraph, and to that end, the provisions and subparagraphs of this Agreement are deemed severable.
  8. This Agreement shall not inure to the benefit of any successor in interest of Broker nor may Broker assign any interest under this Agreement without Professional's prior written agreement.
  9. This Agreement and the Confidentiality Agreement set forth the entire agreement between the parties and it is expressly understood and agreed there are no promises, agreements or understandings other than those contained herein and therein; that all prior agreements and understandings, other than the Confidentiality Agreement, between Professional and Broker are hereby superseded, whether written or oral; and that no officer, employee or other representative of Practice has any authority to obligate Practice by any terms, stipulations or conditions not expressed in this Agreement or the Confidentiality Agreement unless the same be in writing and attached to and made a part of this Agreement.
  10. Notices under this Agreement shall be given by delivering or mailing a copy to the party entitled to notice. Notice by mail shall be deemed sufficiently given when mailed by certified mail, postage prepaid, addressed to:
       To Professional: 
        Attn: 
        To Broker: ddsmatch.com, LLC
        12800 North Meridian Street
        Suite 400
        Carmel, Indiana 46033
        Attn: Thad Miller
  11. This Agreement shall be construed and interpreted in accordance with, and shall be governed by, the laws of the State of Indiana applying to contracts to be performed entirely within that State without giving effect to the law of conflicts. The parties irrevocably consents to the jurisdiction and venue of the courts sitting in Hamilton County, Indiana for any suits arising out of or relating to this Agreement.

[Signature Page to Follow]
[Signature Page to Exclusive Listing Agreement]
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and year first above written.

  
("Professional")


by:  
  

and

ddsmatch.com, LLC
("Broker")


by:  
 Thaddeus J. Miller
its: Manager
EXHIBIT A
Confidentiality Agreement


EXHIBIT B
Broker Compensation

Under this Agreement, Professional agrees that if the closing of a Potential Transaction occurs prior to the expiration or termination of the Term of the Agreement or for a period of two (2) years thereafter, Professional shall pay to Broker a commission (the "Commission") equal to ten percent (10%) of the total consideration paid in such Potential Transaction. For purposes of this Agreement, "total consideration" shall include without limitation, cash, cash equivalents, the amount of any promissory note or other negotiable instrument and the value of any securities.

Seller shall pay the Commission within five (5) business days of the occurrence of all of the following events:
  1. Broker procures an Interested Party;
  2. the execution and delivery by Professional and such Interested Party of a definitive agreement for a Potential Transaction; and
  3. the closing of the Potential Transaction.
Within ten (10) business days after the end of the Term of this Agreement, Broker will provide Professional a written list of potential Interested Parties (the "List"). If Professional consummates a transaction with any of the Interested Parties on the List at any time after the expiration or termination of this Agreement, notwithstanding any other time limitation contained herein, Professional agrees to pay Broker the Commission in accordance with this Exhibit B.

As agreed upon by the parties, Professional shall also pay to Broker (during the course of the Potential Transaction but prior to any actual closing) certain fees for services performed by Broker on behalf of or for the benefit of Professional, including but not limited to recruitment, appraisal and assessment fees set forth in Schedule I, attached hereto and incorporated herein ("Fees"). Such Fees are non-refundable, but shall be credited toward the Commission for any closing occurring within two (2) years of the performance of such services and owing of the Fees.

SCHEDULE I
The Partnership Match Process

Step One: Vision Discovery Session $3,500 per selling dentist (incorporating Dr. Charles Blair√˘¬ôs Practice Boosters)
Goals: Provide comprehensive interview for determination of needs (Emotional and Financial)
Comprehensive review of current practice opportunities using Practice Booster
Identify Transition Options to Meet Needs
Set objectives and implement a plan to meet objectives
Establish relationship through interview and comprehensive analysis
Provide accounting proforma on financial statement of before/after transition
How it will help the client:
Understand the Practice Transition Options
Provide direction to proceed or stay the course.

Step Two: Partnership Match Process $750
Goals: Unlimited Kolbe Personality Testing for candidates and seller
Coach, organize and shadow interview process
How will it help the client:
80% of associateships fail. Partnerships are more successful outcome. A third party representative will expose dangers, opportunities and strengths of potential match. Build relationship with ddsmatch.com representative and bring candidates to the potential buyer. This service would be unique in the industry.

Step Three: Practice Evaluation Session $3,500
Goals: Determination of Fair Market Practice Value
Identify Market Conditions Relevant to Purchase or sale of a Dental Practice
Identify Limiting Factors in the Value of the practice
How it will help the Client:
Provide realistic and Fair Market Evaluation of a Practice
Inform Client of Current Practice Transition Marketplace
Identification of Practice Dangers, Opportunities and Strengths

Step Four: Vision Alignment Breakthrough (included in Vision Reveal and Match fee)
Goals: Finalize candidate
Finalize offer to candidate
Share potential partnership opportunity
Coach both sides toward win-win arrangement 
How will it help the client:
Create realistic expectations from both parties
Bring confidence to both parties toward a common goal.

Step Five: Vision Reveal and Match Completion (10% of sale price minus costs already paid) 
Goals: Finalization and delivery of win-win partnership or sale
Contracts To be reviewed by individual attorneys
Establish Best Practice Transition Options
Oversee communication with client√˘¬ôs advisors
Assist client in securing financing Assist in creation of promissory note
Oversee the closing process
Provide Systems for Successful Post-Transition Relationships
How it will help the client:
Reduction of Time, Cost and Frustrations associated with Process
Realistic Objective-based transition consulting for both Purchaser and Seller
No open ended fee structure that attorneys would promote

Additional services:
  • Merger if match already located: 10% of sale price
  • Buyer Representation (for out of area clients) $4,500
  • Associateship placement and documentation $7,000 GP/$9,500 Specialty
  • If partnership happens within 2 years, ddsmatch will provide contracts and documentation placement fee will be credited toward practice sale fee.
  • Practice Boosters without assessment $1,750

* Required