The Practice Sale & Succession Playbook
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The Practice Sale & Succession Playbook

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$147.00$499

Before You Sign a DSO Offer — Know What Your Practice Is Actually Worth.


The Practice Sale & Succession Playbook gives dentists a clear, no-jargon walkthrough of practice valuation, DSO deal structure, and the earn-out traps that quietly cost sellers tens of thousands of dollars — so you negotiate from knowledge, not guesswork.


Get the Playbook — $147


One-time purchase. Instant digital download. No subscription.


You've spent 20+ years building your practice. Don't let the exit be the part you didn't prepare for.

Here's what's actually happening right now:

  • 1 in 4 practicing dentists will retire in the next decade
  • 58% of new dental graduates are joining DSOs straight out of school — which means the pool of associates who'd buy your practice the old-fashioned way is shrinking
  • DSOs are actively acquiring practices at record pace, which sounds great — until you're the one reading a 40-page purchase agreement with an earn-out clause you've never seen before

Most dentists go into their biggest financial transaction with less preparation than they'd put into buying a new CBCT machine. You wouldn't sign an equipment lease without reading the fine print. This is a decision worth ten, twenty, fifty times more — and most sellers still walk in blind.



What You'll Actually Learn

  • How practices get valued — the difference between a multiple of collections and a multiple of EBITDA, and which one buyers actually use
  • What moves your multiple up or down — the specific, controllable factors that can shift your final number by a full point or more
  • How a DSO offer is really structured — cash at close, rollover equity, and earn-outs explained in plain language, with what to interrogate in each
  • The 6 most common earn-out traps — and the exact contract language to watch for before you sign
  • A complete decision framework — sell now, wait, or don't sell — built around 5 questions specific to your situation
  • A 24-month pre-sale checklist — month-by-month, so you know exactly what to do and when
  • Who to hire (and when) — the 3 people who should be on your deal team before you sign anything
  • A negotiation playbook — 6 principles for negotiating structure, not just headline price
  • What actually changes after the sale — clinically, financially, and personally — so there are no surprises in year one as an employee-dentist



This Is For You If:

  • A DSO has already approached you (or you expect one to)
  • You're within 5–10 years of wanting to step back
  • You have no internal successor and aren't sure what your real options are
  • You want to understand deal terms before your attorney's clock starts running at $500+/hour



This Is Not For You If:

  • You're more than 15 years from any exit and just browsing (bookmark it for later)
  • You're looking for a state-specific legal contract template (this is a decision and strategy guide, not a substitute for your attorney)

This guide is built on current ADA Health Policy Institute workforce data — not generic business-sale advice repurposed for dentistry. Every framework inside accounts for how dental practices specifically are bought, valued, and structured, including DSO-specific deal mechanics that don't appear in general small-business-sale guides.



What You Get

✅ The complete Practice Sale & Succession Playbook (12 chapters)

✅ 24-Month Pre-Sale Checklist (usable checklist format)

✅ Quick-Reference LOI Checklist — what to confirm before you sign

✅ Glossary of every deal term you'll encounter

✅ Instant download, yours to keep and reference through your entire sale process


Price: $147 one-time. (Less than one hour of most dental M&A attorneys' billable time — spent instead on making that hour with them far more productive.)



Get the Playbook — $147


Frequently Asked Questions

"I already have a broker/attorney — do I still need this?" Yes — this doesn't replace them, it makes you a far more effective client. Understanding the terms and traps before your first meeting means less time (and lower fees) spent on your attorney explaining basics, and more time on your specific deal.

"Is this specific to my state?" The frameworks (valuation, deal structure, negotiation) apply nationally. State-specific items like non-compete enforceability are flagged throughout as things to confirm with local counsel — this guide tells you exactly what to ask, not the answer for your specific state.

"What if I'm not sure I'm even ready to sell?" Chapter 6's decision framework is built specifically for that — it's designed to help you decide whether and when, not just how.

"Is this just going to tell me to hire a broker?" No. It gives you the actual valuation math, deal structures, and red flags so you understand what's happening in your own transaction, whether or not you use a broker.


Your Practice Took Decades to Build. Give the Exit a Few Hours of Real Preparation.


Get the Playbook — $147


Instant digital download. One-time payment, no subscription.



PS: This guide is educational and general in nature. It is not legal, tax, or financial advice. Always engage a dental-specific M&A attorney and CPA before entering into any practice sale agreement.


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