Billede af showet Closing the Deal: Dental Practice Sales

Closing the Deal: Dental Practice Sales

Podcast af Elijah Desmond

engelsk

Business

Derefter 99 kr. / måned. Opsig når som helst.

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Læs mere Closing the Deal: Dental Practice Sales

Welcome to Closing the Deal: Dental Practice Sales—the fun, no-BS podcast where we break down the process of selling your dental practice in ways you can actually understand (and enjoy). We’re not your typical, stuffy brokerage firm, we’re here to shake up the world of dental practice sales. Are you a dental practice owner thinking about cashing out? Ready to retire, take on new adventures, or simply move on to the next phase of your life? You’re in the right place. Selling your practice is a BIG deal, and we’re here to help you nail the exit strategy that leaves you smiling—literally and financially. From maximizing your practice’s value to getting top dollar and negotiating the best terms, we’ll walk you through every step of the process with the energy and transparency you deserve. No more confusing jargon or boring sales tactics. We bring you real, honest conversations with industry experts, seasoned brokers, legal pros, and fellow dental practice owners who’ve been through it all. We dive into the nitty-gritty of what makes a great sale, what pitfalls to avoid, and how to make sure you’re not leaving money on the table. What You Can Expect: • Real Talk on Practice Valuation – Get the lowdown on what really affects your practice’s worth and how Buyers value your practice. We'll help you understand the numbers behind practice valuations, so you get the best deal possible when you sell. • Preparing for the Big Exit – Whether it’s cleaning up your books, getting your staff on board, or sprucing up your practice’s image, we’ll show you how to get everything ready for a smooth sale. • Understanding the Sales Process – Get a clear and honest understanding of what it is like to go through the process of successfully selling your practice, what is expected on your end and how long it normally takes from start to finish. • Legal & Tax Stuff You Actually Understand – We know, the legal and financial parts can be a snooze fest. But we’ll break it down for you so that when you’re signing on the dotted line, you know exactly what you’re getting into. • Seller Success Stories – Hear from dental practice owners who’ve been there, done that, and sold the t-shirt (or, well, their practice). They’ll share their best tips, tricks, and lessons learned so you don’t have to make the same mistakes. Who’s Going to Love This Podcast: • Dental Practice Owners Ready to Sell – If you’re itching to make your exit but want to make sure you do it the right way, this show is your roadmap to a successful sale. • Dentists Nearing Retirement – Whether you’re looking to retire and kick back or start a new chapter, we’ll help you get your practice ready for the best possible exit. • Dentists Tired of Running the Business – If you’re a dentist who’s worn out from the day-to-day grind of managing a business and just want to take some chips off the table to focus on the art of dentistry, this podcast is for you. We’ll show you how to make your exit and still leave with a great deal while rediscovering your passion for patient care. • Dentists with 3-5 Years to Plan Their Exit – If you know you’re 3 to 5 years out from considering a sale or retirement, we’ve got you covered. We’ll help you start the planning process early so that when the time comes, you’re ready to make your exit with confidence, and maximize your practice’s value. • Anyone Curious About the Business of Dentistry – From aspiring practice owners to investors, if you want a behind-the-scenes look at what goes into dental practice sales, this podcast is for you. Selling your dental practice doesn’t have to be overwhelming or dull. With Closing the Deal: Dental Practice Sales, we promise to make the process clear, exciting, and dare we say... fun. We’ll give you the confidence to walk away with a deal that works for you and the peace of mind to know you did it right. So, grab your favorite drink, and let’s talk about how you can close the deal with style.

Alle episoder

21 episoder

episode S2E10 - Season 2 Wrap Up: Insights and Takeaways from Successful Sales cover

S2E10 - Season 2 Wrap Up: Insights and Takeaways from Successful Sales

Season two of Closing the Deal featured nine guests who've completed the complex process of selling their dental practices. From strategic planning years in advance to managing the unexpected realities of life after the sale, each conversation revealed what it really takes to close a successful deal. Clear themes emerged throughout the season: the importance of early preparation, maximizing practice value before listing, and understanding what buyers actually want. Our guests shared what it’s like selling to DSOs, managing team transitions, and the operational changes that follow a sale. They also shared what they'd do differently, from engaging brokers sooner to preparing for the emotional side of letting go. This finale brings together the most powerful moments from all nine conversations, focusing on how to position your practice for success and the lessons our guests learned along the way. Whether you're considering a sale next year or just thinking ahead, these insights provide a practical roadmap for your own journey from dentists who’ve been through it all. In This Episode: * Why mental readiness matters more than you think (Dr Glenn Vo) * Tracking your numbers and the importance of transparency with your team (Dr Jeff Buske) * Understand what buyers really look for and why scaling to multiple practices might make sense (Dr Uzma Ansari) * Approaching the DSO relationship as a partnership, not a battle (Dr Steven Rasner) * The value of thinking like a CEO and doing everything with intention (Dr Christopher Hoffpauir) * Planning EBITDA better and the critical importance of knowing your contract (Dr Lou Chmura) * Working with a team of people through the sale and trusting your gut (Dr Devinn Geeson) * Managing your team through the sale and having one-on-one conversations (Christine Diehl) * Ignoring outdated stigmas around DSOs and when to call a broker (Dr Tyler Brady) Resources: * Listen and connect with Glenn: https://podcasts.apple.com/us/podcast/s2e2-how-dr-glenn-vo-expanded-his-practice-to-land/id1786408189?i=1000716619178 [https://podcasts.apple.com/us/podcast/s2e2-how-dr-glenn-vo-expanded-his-practice-to-land/id1786408189?i=1000716619178] * Listen and connect with Jeff: https://podcasts.apple.com/us/podcast/s2e5-grow-your-practice-with-passion-reverse/id1786408189?i=1000724938621 [https://podcasts.apple.com/us/podcast/s2e5-grow-your-practice-with-passion-reverse/id1786408189?i=1000724938621] * Listen and connect with Uzma: https://podcasts.apple.com/us/podcast/s2e8-biggest-lessons-from-selling-my-dental-office/id1786408189?i=1000735521278 [https://podcasts.apple.com/us/podcast/s2e8-biggest-lessons-from-selling-my-dental-office/id1786408189?i=1000735521278] * Listen and connect with Steven: https://podcasts.apple.com/us/podcast/s2e4-would-i-do-it-again-a-dentists-honest-take-on-selling/id1786408189?i=1000721911232 [https://podcasts.apple.com/us/podcast/s2e4-would-i-do-it-again-a-dentists-honest-take-on-selling/id1786408189?i=1000721911232] * Listen and connect with Christopher https://podcasts.apple.com/us/podcast/s2e7-life-after-the-sale-a-dentists-journey/id1786408189?i=1000732099725 [https://podcasts.apple.com/us/podcast/s2e7-life-after-the-sale-a-dentists-journey/id1786408189?i=1000732099725] * Listen and connect with Lou: https://podcasts.apple.com/us/podcast/s2e3-the-biggest-lessons-learned-from-selling-a-practice/id1786408189?i=1000718783536 [https://podcasts.apple.com/us/podcast/s2e3-the-biggest-lessons-learned-from-selling-a-practice/id1786408189?i=1000718783536] * Listen and connect with Devinn: https://podcasts.apple.com/us/podcast/s2e6-the-emotional-side-of-selling-a-dental-practice/id1786408189?i=1000728345866 [https://podcasts.apple.com/us/podcast/s2e6-the-emotional-side-of-selling-a-dental-practice/id1786408189?i=1000728345866] * Listen and connect with Christine: https://podcasts.apple.com/us/podcast/s2e1-everything-changed-overnight-or-did-it/id1786408189?i=1000714616945 [https://podcasts.apple.com/us/podcast/s2e1-everything-changed-overnight-or-did-it/id1786408189?i=1000714616945] * Listen and connect with Tyler: https://podcasts.apple.com/gb/podcast/s2e9-closing-with-confidence/id1786408189?i=1000739637931 [https://podcasts.apple.com/gb/podcast/s2e9-closing-with-confidence/id1786408189?i=1000739637931] * Follow Dental Pitch Brokerage on LinkedIn: https://www.linkedin.com/company/dentalpitch/ [https://www.linkedin.com/company/dentalpitch/] * Visit our website: https://dentalpitchbrokerage.com/ [https://dentalpitchbrokerage.com/]                                  * Download The Dental EBITDA Handbook: https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb [https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb]

18. dec. 2025 - 30 min
episode S2E9 - Closing with Confidence cover

S2E9 - Closing with Confidence

Dr. Tyler Brady opened Haven Dental in 2018 in Southlake, Texas as a general practice. As he specialized in cosmetic dentistry and built a presence on social media, the practice grew to something he’d dreamed about in dental school. But that growth brought complexity many dentists are all too familiar with. In this episode, Tyler shares what led him to consider selling, the mental shift that helped him make the decision, and how he evaluated potential buyers. He talks about what actually changed after selling to Lumio, the financial reality of the transition, and the operational adjustments that came with it. He also opens up about what he’d do differently if he could go back, the mistakes he nearly made by going it alone, and how selling created opportunities to pursue teaching cosmetic dentistry and launching his own product line. In This Episode: * Tyler's background and journey building Haven Dental * How cosmetic dentistry and social media shaped his practice growth * Why he initially resisted selling and what changed his mind * His experience with Lumio so far and what the first month of transition looked like * The financial and operational reality after the sale * What he'd do differently: calling a broker sooner * The risks of selling without professional guidance * How his team and patients reacted to the news * New opportunities: teaching courses and launching a toothpaste brand * His advice for dentists considering a sale Resources * Follow Haven Dental on Instagram: https://www.instagram.com/haven.dental/ [https://www.instagram.com/haven.dental/] * Connect with Tyler on LinkedIn: https://www.linkedin.com/in/tyler-brady-30641435/ [https://www.linkedin.com/in/tyler-brady-30641435/] * Visit Haven Dental’s website: https://www.haven-dental.com/ [https://www.haven-dental.com/] * Follow Dental Pitch Brokerage on LinkedIn: https://www.linkedin.com/company/dentalpitch/ [https://www.linkedin.com/company/dentalpitch/] * Visit our website: https://dentalpitchbrokerage.com/ [https://dentalpitchbrokerage.com/]                                  * Download The Dental EBITDA Handbook: https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb [https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb]

4. dec. 2025 - 33 min
episode S2E8 - Biggest Lessons from Selling My Dental Office cover

S2E8 - Biggest Lessons from Selling My Dental Office

Dr. Uzma Ansari has built dental practices with intention. As the first Pakistani female to graduate from the University of Alabama in 1998, she joined the U.S. Air Force before 9/11, then partnered with colleagues to create a successful practice that she eventually sold to Guardian. In this episode, Uzma shares the practical steps she took to maximize her practice value, from optimizing production per chair to understanding what buyers really look for. She talks about what actually changed after selling to Guardian, the support systems that opened up, and the value of meeting with wealth advisors before the sale.  She also opens up about what she'd do differently if she could go back, including exploring the possibility of scaling to multiple practices, and how selling created space for her to pursue coaching and mentoring other dentists. In This Episode: * Uzma's background and journey into dentistry * How she partnered with like-minded entrepreneurs to build her practice * Why she chose to sell to Guardian and what that decision allowed * Key strategies for maximizing practice value before a sale * What she'd do differently: thinking about scale earlier * The operational changes that came with selling to a DSO * Benefits she didn't expect: team growth opportunities and centralized support * Why working with wealth advisors matters when preparing to sell * How the sale opened doors to coaching and consulting work Resources: * Follow Uzma on LinkedIn: https://www.linkedin.com/in/uzma-ansari-b6454938/ [https://www.linkedin.com/in/uzma-ansari-b6454938/] * Visit Lowes Island Dentistry’s website: https://www.lowesislanddentistry.com/ [https://www.lowesislanddentistry.com/] * Visit Guardian Dentistry Partners’ website: https://www.guardiandentistry.com/ [https://www.guardiandentistry.com/] * Visit Smile Concierge Services’ website: https://www.smileconciergeservices.com/ [https://www.smileconciergeservices.com/] * Follow Dental Pitch Brokerage on LinkedIn: https://www.linkedin.com/company/dentalpitch/ [https://www.linkedin.com/company/dentalpitch/] * Visit our website: https://dentalpitchbrokerage.com/ [https://dentalpitchbrokerage.com/]                                  * Download The Dental EBITDA Handbook: https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb [https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb]

6. nov. 2025 - 32 min
episode S2E7 - Life After the Sale: A Dentist’s Journey cover

S2E7 - Life After the Sale: A Dentist’s Journey

Most dentists dream of building a practice they can eventually sell. But Dr. Chris Hoffpauir? He built his practice knowing he'd sell it from day one - and that made all the difference. Chris opened Winning Smiles in 2013 as a scratch startup in rural Texas with just three operatories. Fast forward to 2020, and he sold 70% of his practice to MB2 Dental while producing $1.58 million annually working just three days a week. Chris had three things they couldn't ignore: impeccable systems, sky-high profitability, and a practice built to thrive without him. In this episode, Chris breaks down exactly how he engineered his practice for maximum value, the creative marketing tactics that slashed overhead while boosting patient acquisition, and the honest truth about what it's really like to sell to a DSO. In This Episode: * Doc Hoffpauir’s unconventional path from academic struggles to successful dentist and entrepreneur * Why he built Winning Smiles with an exit strategy from day one * The 2019 white paper that triggered his decision to sell * His formula for practice value: the levers and dials that actually matter * Creative marketing tactics that slashed overhead and boosted referrals * How he produced $1.58 million from three operatories working three days a week * Why MB2 Dental stood out from other DSOs * The $150K mistake sitting in his "closet of regrets" * His top advice: think like a CEO, not just a clinician Resources: * Doc Hoff Investments: https://www.dochoffinvestments.com * Follow Dental Pitch Brokerage on LinkedIn: https://www.linkedin.com/company/dentalpitch/ [https://www.linkedin.com/company/dentalpitch/] * Visit our website: https://dentalpitchbrokerage.com/ [https://dentalpitchbrokerage.com/] * Download The Dental EBITDA Handbook: https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb [https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb]

16. okt. 2025 - 41 min
episode S2E6 - The Emotional Side of Selling a Dental Practice cover

S2E6 - The Emotional Side of Selling a Dental Practice

Building and selling three practices for a 10x multiple in just five years is a gigantic success. By industry standard, Dr. Devinn Geeson aka Dr. G, the CEO of Smiles at Sea, had made it. But the real story of success came after the champagne had been popped and the speeches had been made. It was then that Dr. G discovered the opportunities that lay ahead of her after the deal was closed. She joins this episode to share her story on the emotional rollercoaster that comes with selling a dental practice. Dr. G talks about the identity crisis that hit after the sale, what she’d change if she could go back, and why she coaches others like her on maintaining work-life boundaries. Dr. G's is about how selling her practices ultimately opened doors to new passions and paths she never could have imagined, proving that sometimes the most challenging transitions lead to the most rewarding chapters of our lives. In This Episode: * Devinn gives us the backstory on setting up and growing her practices * Why she decided to sell * Why selling felt like a “breakup” * How to prepare for the emotion of selling * Why she walked away from the final 25% of her selling figure * Her expert advice for anyone selling * How selling ultimately opened up new opportunities Resources * Smiles at Sea: https://smilesatsea.com/ [https://smilesatsea.com/] * The PEP Talk Doc on Instagram: https://www.instagram.com/thepeptalkdoc/?hl=en [https://www.instagram.com/thepeptalkdoc/?hl=en] * Follow Dental Pitch Brokerage on LinkedIn: https://www.linkedin.com/company/dentalpitch/ [https://www.linkedin.com/company/dentalpitch/] * Visit our website: https://dentalpitchbrokerage.com/ [https://dentalpitchbrokerage.com/]                                  * Download The Dental EBITDA Handbook: https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb [https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb]

25. sept. 2025 - 36 min
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