About Us
Where Operational Strategy Meets Exit Preparation
About Us
What exactly does Exit Strategy Partners do?
We help practice owners strengthen their operations, increase profitability, and raise the overall value of their business before they sell. Our systems are hands-on, practical, and tailored to the specific needs of the practice.
How is this different from hiring a consultant or broker?
Consultants give advice. Brokers list your practice.
We actually implement the changes inside your business so the practice becomes more profitable before it ever hits the market. This results in higher valuations and cleaner, faster sales.
Do you take equity or ownership in the practice?
No. You maintain 100% ownership. We simply help you maximize the practice’s health, performance, and value.
How long does the value-building process take?
This can vary depending on the starting point of your practice. Most offices see noticeable improvements in 3–6 months, but raising the official valuation through a lenders eyes often requires showing those improvements in the next tax filing.
Our agreement is 3 years, with no cancellation in the first 12 months.
This structure is designed for your benefit, not ours. It gives your practice enough time to implement improvements, stabilize those results, and document the increased profitability so lenders will assign a higher valuation when you’re ready to sell.
Additionally, a longer agreement allows us to coordinate with your accountant on certain sale-related tax strategies that may reduce your tax burden by structuring the transition over time rather than all at once. These strategies are highly individualized, but in many cases they allow owners to keep more of what they earn from the final sale.
Are there any upfront costs?
We do not charge you any upfront fees for our service.
However, there are a few necessary expenses involved in preparing your practice to sell for a higher valuation:
Clinical CE Costs (One-Time):
Certain value-boosting services, protocols, or implementing new high-value procedures may require you (and your associate) to take specific CE courses. These are typically one-time expenses and vary depending on the training chosen.Monthly Marketing Budget:
To raise revenue and increase practice visibility, a dedicated marketing budget is necessary. You control the amount, and we guide you on where it will have the biggest impact.Professional Bookkeeping (Required):
Poor or inconsistent bookkeeping is the #1 reason practices appraise far below their potential value.
To protect your valuation, we require the office to use a 3rd-party dental-experienced bookkeeping service. This ensures lenders see clean, trustworthy financials, which directly drives up your sale price. The good news is, we can assist with this cost, just ask us how.
What if I’m not planning to sell immediately?
You don’t need to be ready to sell right away to benefit from our program.
While our model is designed to help you increase valuation before a sale, many owners simply want to stabilize the business, increase profitability, and prepare for a future transition, whether that’s 1 year or 5 years away.
Our contract is 3 years, which works well both ways:
If you choose to sell during the contract, your valuation will be higher and your financials cleaner.
If you choose to sell after the contract, you still benefit from all 3 years of stronger operations, better revenue, and improved long-term positioning.
We support both paths, but our work naturally leads most owners to realize they can sell for much more once the improvements take hold.
Do you guarantee results?
We guarantee the work, not a specific dollar outcome.
Every practice is different. Location, staffing, systems, financial history, and the doctor’s willingness to implement changes all play a role.
What we do guarantee is:
A clear plan tailored to your practice
Hands-on guidance to implement improvements
Clean, lender-friendly financials
A more organized, more presentable, and more profitable practice
If your valuation doesn’t rise, you don’t pay us anything, it’s that simple.
Results depend on collaboration, but our structure ensures you only pay when the value goes up, and that aligns our incentives directly with yours.
What size or type of practices do you work with?
We work with private practices of all sizes — solo, group, startup, or multi-location. Our framework adjusts to your production level and staffing structure.
Will this disrupt my schedule or overwhelm my team?
No. Our goal is to simplify your operations, not complicate them, making your office more efficient with a smoother workflow, this ensures your staff can handle more work when it comes. We implement improvements in a way that supports your team and reduces friction, not increases it. Our goal is to simplify your operations, not complicate them.
We focus on creating a more efficient, streamlined workflow so your team can handle more volume with less friction. Any improvements we implement are designed to support your staff, reduce bottlenecks, and make the practice run smoother, not add burdens.
How do I know if my practice is a good candidate?
The best place to start is our Seller Eligibility Assessment, which gives us a high-level view of your practice and helps determine whether meaningful improvement is possible. You’re also welcome to call us with questions, many owners do.
That said, not every practice is a fit. Our process works best with owners who are open to change, willing to implement improvements, and serious about maximizing their practice’s value. We work with a limited number of practices at a time, and we’re selective about who we partner with to ensure strong results for everyone involved.
