At GUIA, we provide dentists with peace of mind throughout the practice acquisition process and beyond.

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Every dental practice is unique, reflecting the clinical and managerial philosophies of its owner. With extensive experience as a clinician, practice management consultant, and transition expert, I bring a comprehensive perspective to help clients assess whether a practice aligns with their personal and professional goals.

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With my guidance, clients feel more confident, less stressed, and save both time and money, ensuring they make informed decisions they can feel good about.

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While it’s ideal to engage my services before submitting an offer, I can still provide value if the offer is non-binding. Here’s what you can expect when working with me:

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Prior to the Offer-to-Purchase:

• Access to a vetted network of Lenders, Accountants, and Legal Counsel.

• A thorough review of financial documents, including:

  • Practice Management Reports (Production, Collections, Adjustments, A/R, Insurance Mix, Fee Schedule, Active Patients).

  • Lease agreements or real estate appraisals.

• Comprehensive cash flow analysis.

• Strategic discussions to determine if the practice is the right fit for your needs and guidance on crafting an offer, if appropriate.

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After an Offer-to-Purchase:

• Review of all relevant documents as well as additional reports needed to ensure the practice aligns with your expectations.

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