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Partners LLC
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Our Services
Associate-to-Owner
Resources/Articles
About Us/FAQ’s
Contact Us
Seller Eligibility Assessment
Not all practices qualify
Exit Strategy Partners LLC
Exit Strategy Partners LLC
Home
Our Services
Associate-to-Owner
Resources/Articles
About Us/FAQ’s
Contact Us
Home
Our Services
Associate-to-Owner
Resources/Articles
About Us/FAQ’s
Contact Us
Seller Eligibility Assessment
Value Estimator Questions
Value Estimator Questions
Value Estimator Questions
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Step
1
of 9
Section 1 — Basic Practice Information
Practice Name
Practice address
Address Line 1
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Type of Practice :
General
Ortho
Endo
Perio
OS
Pediatric
Clear Aligners
Sleep Apnea
TMJ
Number of Operatories (total and how many equipped)
*
Owner’s reason for considering a sale
*
Next
Section 2 — Financial Snapshot
Annual collections
(last 12 months)
Annual collections
For each of the previous 2 years
Estimated annual net income or EBITDA
Total business overhead %
Staff payroll total / month
Lab cost / month
Supplies cost / month
Rent amount per month
Remaining years on lease
Asking Price
(if already listed)
What do you believe the practice is worth?
(Owner’s estimate)
Next
Section 3 — Production & Patient Flow
Monthly new patients
Active patient count
(seen in last 18 months)
Doctor production / month
Hygiene production / month
Number of hygienists (FTE)
Number of associate dentists (FTE)
Schedule utilization (approx. %)
Next
Section 4 — Payer Mix
PPO %
Cash %
HMO %
Medicaid %
List the top 5 insurance plans accepted
Next
Section 5 — Operational Details
Days open per week
Hours per day
Major equipment age
(CBCT, chairs, compressor, pano, etc.)
Any known repairs or upgrades needed?
Major technology in the office
(CEREC, scanner, CBCT, digital sensors, etc.)
Is the doctor planning to stay temporarily after sale / transition?
Is any associate planning to leave soon?
Next
Section 6 — Growth & Marketing
Current monthly marketing spend
Main marketing channels used
(SEO, PPC, mailers, None, Other)
New patient sources
(referral / online / insurance)
Are fees at, above, or below local average?
Next
Section 7 — Red Flags & Special Situations
Any lawsuits or compliance concerns?
Major revenue drop in last 24 months?
Staff turnover issues?
Any unusual circumstances (health issues, relocation, burnout, etc.)?
Next
Section 8 — Timeline & Motivation
Staff last sale
Timeline you want to sell
(0–6 months, 6–12, 1–2 years, 2+ years)
How motivated are you to sell?
(Low / Medium / High / Must sell)
Are you open to improving the practice before sale if it increases your exit price?
Next
Section 9 — Seller Contact Information
Full Name
*
First
Last
Email
*
Mobile phone
Best time to contact
Preferred contact method
Call
Text
Email
All
I agree to be contacted with my valuation results.
*
I agree to be contacted with my valuation results.
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