Oral Surgery Practices Demand Expert-Level Advisory
High-Value Practices Deserve High-Caliber Guidance
Oral surgery practices have distinct characteristics that set them apart in the M&A landscape, from hospital privileges and anesthesia protocols to referral network dependencies and surgical facility requirements. We understand these complexities and leverage them to position your practice for maximum value with the right strategic partner.
Deep understanding of oral surgery practice economics and revenue drivers
Experience with specialty-specific buyers and OMS-focused management organizations
Knowledge of facility requirements, equipment valuations, and surgical center considerations
Expertise in navigating referral network preservation during transitions
Guidance on hospital privilege implications and credentialing continuity
Support for complex multi-surgeon group transitions and partnership buyouts
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
Yes, the oral surgery space has seen significant consolidation with several management service organizations (MSOs) and private equity groups specifically targeting OMS practices. These specialty-focused buyers understand the unique operational requirements, higher revenue per patient, and referral-driven business model of oral surgery.
Oral surgery practices typically command higher EBITDA multiples than general dental practices due to their higher revenue per patient, specialized services, and stronger barriers to entry. Factors like case mix, implant volume, sedation capabilities, and referral network strength all influence valuation significantly.
Hospital privileges and surgical center operations are key considerations in any OMS transition. We ensure these elements are addressed in deal negotiations, including credentialing continuity, facility lease terms, and operational control over surgical protocols. The right buyer will value and maintain these critical assets.
Multi-surgeon oral surgery groups are highly attractive to buyers due to their reduced key-person risk and scalability. We help structure transitions that account for associate retention, non-compete considerations, and equity participation opportunities for key team members.
Referral networks are a significant value driver for oral surgery practices. Buyers evaluate the strength, diversity, and sustainability of your referral sources. We help you document and demonstrate the value of these relationships during the transaction process to support a stronger valuation.