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Articles

Why Clean Accounting Is An Asset

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March 28, 2023
Why Clean Accounting Is an Asset

As a practice owner, the value of your business leans heavily on the accuracy of your accounting records. When courting potential partners for a business transition, the importance of clean financials is critical in maximizing your practice value.

Business transitions can be a complicated process. However, having clean accounting records, and knowing how to leverage them, can make the process smoother for all parties involved. Having well organized and accurate practice financials provides a clear picture of the financial health of your practice, making it easier for potential partners to understand the value of your business.

Potential partners are looking for businesses that understand their practice. These partners will be more inclined to invest in a business with clean and organized financials with consistent reporting, as they will have confidence in the accuracy of the financial information provided and maintain optimism about the business’s future prospects.

Streamlining Due Diligence

Another advantage of good accounting is that they make it easier for potential partners, or any third party quality of earnings groups, to conduct their necessary due diligence. The multiple diligence phases are an essential part of any business transition. It involves a comprehensive review of the business’s financial records, any existing contracts, tax records, employee data, and other relevant information.

By having clean accounting and financials, you can reduce the amount of time and resources required for diligence to take place, which can help make the transition smoother and faster.

Avoiding Costly Mistakes

Understanding your practice financials can also help to avoid costly mistakes or help ensure you don’t overlook profitability that should be added to the EBITDA calculation. Without clean records you may not be able to prove out what expenses were more personal in nature or may not be able to determine why there were fluctuations in expense categories.

Greater Control Over the Process

Finally, consistent and organized accounting can provide you with greater control over the business transition process. By having accurate and up-to-date financial information, you can make informed decisions about the timing and terms of the transition. This can help you achieve your desired outcomes and ensure that the transition is formulated around your terms.


Without a doubt, having clean accounting records is an asset during a practice transition process. They provide a clear picture of your business’ financial health, making it easier for potential partners to understand its true value and can help maximize your EBITDA. As a practice owner, it is crucial to ensure that your accounting records are accurate, up-to-date, and transparent, especially if you plan on transitioning your business.

"Everything I did with 7 Pillars was not only thorough, detailed, and well done, it was enjoyable. I really had a great time working with all of them...The peace of mind that I had knowing that every 'i' was dotted and every 't' was crossed and that I wasn't missing something was huge."
Dr. Kelly Toombs, DDSPractice Owner
Dr. Kelly Toombs, DDS
"I can't even imagine doing this process on my own... not only the negotiations way more than paid for itself, but just the process of due diligence—the way that 7 Pillars walked me through due diligence—I barely had to do anything... I highly recommend 7 Pillars. They were phenomenal."
Dr. Hilton Goldreich, DDSMulti-Location Practice Owner
Dr. Hilton Goldreich, DDS
"7 Pillars made sure that we knew what we were getting into, what to expect, and questions we didn't even know to ask and you know they had the answer before we even knew we needed them...I just couldn't imagine doing it by ourselves. I would recommend 7 Pillars to anybody going through this process."
Dr. Jason Montgomery, DDSPractice Owner
Dr. Jason Montgomery, DDS
"One of the things that really stood out to me was that they were very direct. They were very honest about what the process was going to look like, what our involvement was going to be, and also what to expect."
Alix LaurainCEO
"7 Pillars were not forcing us into the marketplace... they were really willing to value our practice, see if this makes sense for us, and provide us with the information ahead of time. 7 Pillars is to us what we are to our patient... they had the information, I could ask questions, I could do some research on my own if I wanted, but they were the experts."
Dr. Kimber Holmes, DDSPractice Owner
"7 Pillars gave me the whole picture. They understood my practice, they understood the offers, they broke it down to that next level so that I really understood what the deal was. We felt that even towards the end and after our transaction took place that everybody was still there still working to make sure that everything got put to bed... everything was done to a sublime level."
Dr. Joseph GrayPractice Owner
"Once they've got a feel for who you are and what your practice is, they can connect you with the right people. 7 Pillars just went over and beyond what I think anybody else would do to help, and that's what really stands out with them. If I had to do it all all over again, I wouldn't use anybody but 7 Pillars."
Dr. Richard BoatmanPractice Owner
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