Tax Planning, Analysis, Contracts, and more In-Depth Services

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Preliminary Analysis
Including preparation of an Opportunity Portfolio that showcases your practice.

Marketing
We advertise available practice opportunities in multiple ways and formats to best address your individual situation.  We are available to show your practice to potential buyers.

Tax Planning
With DG Transitions you have the advantage of working with our dental CPA that understands the best tax strategies in selling a dental practice.

Market Price Assessment
Determining an optimal asking price promotes interest and helps shorten market time and/or maximize your sales price.

Vetting the Buyers
We make sure that you are talking with well qualified buyers that have the resources to complete a purchase.

Contract Preparation and Review
DG Transitions makes sure all the necessary paperwork is moving through the proper channels in a timely manner.

Coordination with legal, insurance and financial professionals
To assure a smooth closing we keep in close contact with all parties involved in the transaction.

Comprehensive Financial and Retirement Planning
Coordinating with our affiliated organization, Dental Wealth Advisors LLC, this critical piece of planning can be integrated into your overall transition design with future goals and retirement income in mind. Dental Wealth Advisors LLC is a Registered Investment Advisory. We are a fee-only and fiduciary advisor.

Fees - Not Commissions
Our fixed project fees for the transition of your practice are often much less than a typical broker’s commission and we are able to provide a much more comprehensive service.