Our Process

The Trusted Transition Process

Clear. Consistent. Complete.

While there are countless factors to consider when it comes to buying and selling dental practices, one of the most important is what happens during the transition. These types of transactions are not only about the dentists doing the selling and the dentists doing the buying. It also affects a building full of employees and a long list of dental patients that would rather not see any major interruptions in their schedules.

For this very reason, ddsmatch has put into place what we call the Trusted Transition Process, which is designed to ensure that even as a practice undertakes a change in ownership, the employees at that practice can still count on a paycheck, and all the patients with forthcoming appointments can count on the new owner of the practice honoring their calendars.

There are many different aspects to the Trusted Transition Process, each of which is designed to make sure the incoming dentist can pick up where the outgoing dentist left off. This can involve ddsmatch helping a new dentist visualize what they want for themselves and their practice moving forward, but it also involves finding the best match possible for those buying dental practices for sale. It even makes sure that current employees don’t see any disruption in their benefits as the practice turns over to ownership. In a nutshell, the Trusted Transition Process exists so only the buyer and seller notice major changes. For everyone else, the transition should be as seamless as possible.

We help visualize your future, set achievable goals and devise strategies to start you in the direction of your post-transition dreams, well in advance of your intended transition timeframe.
We identify the unique aspects of your practice and share them strategically and confidently with our extensive network of pre-screened viable candidates. We pair today’s technology with a human touch to determine potential matches.
Your practice will be analyzed by Certified Valuation Analysts with dental industry expertise. Their findings are fair, reliable and respected by banking institutions. This analysis leads the financial process for all parties.
Using Dr. Charles Blair’s “Practice Booster Clinical Treatment Analyzer” we reveal your practice’s potential in a 70-page report. This blueprint of opportunities detailing production mix and intensity, new patient flow and more will give potential buyers confidence in their future success.
After potential matches are discerned, our advisors will lead an in-depth interview so you can determine the best match for yourself, your staff and your patients.
We work with attorneys, accountants, practice management consultants and financial advisors to foster a smooth transition. Most of our Professionals have a Real eEstate license and can assist with building and land sales.
For the final stage of the process, our team will engage advisors from both sides to provide the necessary documents, including purchase agreements, post-transition employment agreements and building leases to successfully complete The Trusted Transition Process.

The Practice Optimizer Experience
transition on your own terms

Thinking about a future dental transition? ddsmatch has created the Practice Optimizer Experience™, a proven process to help you prepare, plan and prioritize for your future transition. Talk to your ddsmatch Professional to learn how you can get started.

performed by ddsmatch Professional
We help visualize your future, set achievable goals and devise strategies to start you in the direction of your post-transition dreams, well in advance of your intended transition timeframe.
performed by Certified Valuation Analyst
Your practice will be analyzed twice by Certified Valuation Analysts with dental industry expertise. Their findings are fair, reliable and respected by banking institutions and will serve as part of your wealth management planning. The first analysis will be at the beginning of the process, the second when ready to transition in the future as part of The Trusted Transition Process.
HKFS Retirement Check-Up
Financial Review of all Investments and future income to establish security in timing and planning for future transition. This can be done in tandem with your current advisor or a supplement as a third-party opinion toward an ideal future.
Will creation/Review by local Attorney
A personal introduction to a ddsmatch endorsed Attorney to update or create critical legal documents to prepare and protect the practice assets and value in the event of an unforeseen death or disability to the Owner.
Shelley DeGroff Insurance Negotiation Report
Comprehensive and customized consultation with Shelly DeGroff of Integrative Dental Solutions, a PPO Advisor on the current Dental Insurance plans in place in your practice and isolation of new plans to consider or plans to discontinue to achieve your ideal payor mix.
CTA Report from Charles Blair
Using Dr. Charles Blair’s “Practice Booster Clinical Treatment Analyzer” we reveal the Practice’s potential in a 70 page report. This blueprint of opportunities detailing production mix and intensity, new patient flow and more will help isolate opportunities in the practice for growth.
Practice in Your Pocket Ongoing Report:
Customized Practice Reporting conveniently delivered to your phone, tablet or workstation on the critical items to keep your practice producing at a high level. An annual review of the results is included in the Analysis.
Provided by ddsmatch
When the time is right, The Trusted Transition Process provides a clear and consistent path to help you transition your practice, while maintaining the legacy you worked so hard to establish. We offer a complete range of professional services to provide leadership from start to a smooth transition to the right buyer in the transition of your practice legacy.

The Trusted Partnership Process

Clear. Consistent. Complete.

While ddsmatch facilitates the sales of many dental practices each year, we also do great work in matching aspiring dentists with existing practices in need of some help. While hiring an associate dentist can seem like an easy enough process, it can be challenging to find a dentist that is going to work best in the culture of your practice. Knowing that you could spend a good chunk of your career working with this person, is imperative that you get the hire right.

That’s where ddsmatch can help with our Trusted Partnership Experience. We can help existing practices sort through the several dentists looking for associateships through our search engine. There are many ways this process is effective in finding this match, but we often will start by taking stock of what the dentist and the associate dentist want to get out of their careers together, and then we use personality tests to make sure they’ll be a good match.

Sorting through applications, resumes, and references can feel overwhelming, especially when it’s a decision as big as hiring an associate for a practice. Thus using the ddsmatch search to find a potential good pairing and then allowing our experts to make sure the fit really does work is perhaps the best approach to finding the sort of partner who will share your love for dentistry and your vision for where you want the practice to go moving forward.

We help visualize each person’s future in the practice, set achievable goals and devise strategies to start both dentists in the direction of their post-transition dreams. A clear picture of the process is established for both parties.
Using Dr. Charles Blair’s “Practice Booster Clinical Treatment Analyzer” we reveal your practice’s potential in a 70-page report. This blueprint of opportunities detailing production mix and intensity, new patient flow and more will give you a framework for how to integrate a partner into the practice.
Your practice will be analyzed by Certified Valuation Analysts with dental industry expertise. Their findings are fair, reliable and respected by banking institutions. This analysis leads the financial process for all parties. Customized pro-formas are added to the report to support the investment and integration of a second dentist.
Finding the right partner can be difficult. We utilize Kolbe personality testing to assess the nuances of the potential partner. Testing is done on both clinicians and key staff memebers to confirm a good match for the practice, your patients and your staff.
We work with attorneys, accountants, practice management consultants and financial advisors to foster a smooth transition. Most of our Professionals have a Real eEstate license and can assist with building and land sales.
A timeframe is arranged for the partner to join the practice as an independent contractor. Practice values, work schedulues, dentist and staff expectations are determined. Commitments are made and non-competition agreements are signed to protect the Miller’s patient base and legacy.
For the final stage of the process, our team will engage advisors from both sides to provide the necessary documents, including purchase agreements, post-transition employment agreements and building leases to successfully complete the Trusted Partnership Process.