Your Dental Practice Deserves a Principled Transition
Your Life's Work Deserves a Lasting Legacy
We prioritize what’s right over what’s quick. Our goal is your success and peace of mind, not just a closing. Our team’s deep background in dental M&A, private equity, and dental practice ownership means we know every angle, and we use this knowledge to your advantage.
Deep expertise in dental-specific M&A transactions and DSO partnerships
Proven track record of maximizing practice valuations for general dentists
Comprehensive understanding of DSO models, equity structures, and earn-out provisions
Guidance on clinical autonomy preservation and staff retention post-transition
Access to a broad network of vetted buyers actively seeking dental practices
Support through every phase, from initial valuation to life after close
Your Journey, Three Phases
Every transition is unique, but the path follows a proven rhythm. Each phase is guided by our 7 Pillars Framework, ensuring no angle goes unexamined. We walk with you so you feel informed, supported, and in control.
- DISCOVER (Steps 1-3)
Understanding Your Goals
Guided by the 7 Pillars Framework, we start by defining success on your terms. We assess your financial value, personal objectives, and risk tolerance to build a clear picture before anything moves forward.
Define your goals and what an ideal transition looks like
Educate you on available options and the current market
Analyze financials, operations, and growth opportunities
- EXECUTION (Steps 4-6)
Finding the Right Partner
With your 7 Pillars assessment complete, we go to market strategically. We evaluate partner fit, quantitative alternatives, and transaction timing to identify buyers and negotiate terms that reflect the full value of what you have built.
Identify partners aligned with your philosophy and vision
Procure multiple offers and create apples-to-apples comparisons
Facilitate a well-structured Letter of Intent
- CLOSE (Steps 7-10)
Closing with Confidence
We stay by your side through due diligence, legal review, and closing. Every pillar of your deal is validated before you sign, and we continue supporting you as you transition into the next chapter of your career and life.
Navigate due diligence with full team support
Partner with your legal team to finalize all documents
Close the deal and guide your post-close transition
Our Proven 10-Step Process
From initial discovery to life after close, here is exactly how we guide you through every stage of your transition.
- DISCOVER (Steps 1-3)
- EXECUTION (Steps 4-6)
- CLOSE (Steps 7-10)
We align on how we define success, understand your goals, and identify what an ideal transition looks like for you.
Education Discovery
We educate you on the process and explore your available options, ensuring the path forward is the best course to achieve your goals.
Analysis Discovery
We gather financial and operational information to analyze trends, growth opportunities, and financial metrics that drive strong offers.
Partner Selection Execution
We explore the qualitative factors that determine whether a potential partner aligns with your philosophy and clinical vision.
Negotiation Execution
We procure multiple offers, create a true apples-to-apples comparison, and ensure maximum value by focusing on terms that matter most.
Letter of Intent Execution
We facilitate the LOI process so you enter into a well-structured agreement that accurately reflects the negotiated deal terms.
Due Diligence Close
Our team helps you navigate due diligence, ensuring the right partner fit and a smooth, timely path to closing.
Legal Review Close
We partner with your legal representatives to memorialize deal terms and help you understand all aspects of the legal documents.
Close Close
The best part: you’ve found the right partner, terms are agreed, contracts finalized, and funds received. Time to celebrate.
Life After Close Close
Our team supports you as you transition into this next exciting phase, answering questions and providing guidance along the way.
Frequently Asked Questions
A Dental Service Organization (DSO) is a company that partners with or acquires dental practices, providing business and administrative support while allowing dentists to focus on clinical care. Many DSOs are backed by private equity and offer structured pathways for dentists to sell a portion or all of their practice while retaining equity or leadership involvement.
DSOs can impact a dental practice in a variety of ways, from taking administrative responsibilities off your plate to providing marketing support, technology upgrades, and operational efficiencies. The specific impact depends on the DSO model and the terms of your agreement.
It’s not a matter of which option is right or wrong. The only answer you should focus on is finding the right one for you. Understanding your goals and knowing the options will help you determine which route is best. 7 Pillars can help lay out your options side by side to truly understand which path fits your unique situation.
The dental M&A market remains active but is becoming more selective, with continued strong interest from DSOs and private equity-backed buyers for high-quality practices. Valuations remain strong for well-run practices with healthy EBITDA and growth potential.
Our Advisory Program provides early-stage guidance, strategic preparation, and actionable insight to help you make informed decisions and achieve the strongest possible outcome. We connect you with our network of trusted partners who support growth with your transition in mind.