Retirement & Succession Planning
You Built the Value.
We Protect the Exit.
For most dentists, the practice is the largest financial asset they will ever own. It represents decades of patient relationships, clinical skill, a loyal team, and consistent reinvestment. When it is time to step away, the decisions made in the lead-up to that exit will determine how much of that value you actually receive. Precision Dental Accounting works exclusively in dentistry. We know what buyers look for, how corporate groups underwrite practice acquisitions, and what the difference between a well-prepared and a poorly-prepared exit actually costs in real dollars.
RETIREMENT ADVISORY
The Best Exits Are Built Years Before They Happen.
We work with dentists at every point on the retirement timeline, because the earlier we are involved, the more we can do to maximize what you ultimately walk away with. Whether you are five to ten years out and need to establish a valuation baseline to drive growth, one to three years out and need to clean up the financial narrative, or fielding an active offer from a private equity group today, we help you navigate the process. We ensure you go to the table prepared, stay in control of the conversation, and secure the outcome you have earned.
How We Maximize Your Exit
Our retirement and exit work follows a sequence because the sequence matters. Valuation comes first. Financial preparation follows. Then deal structure and tax strategy, which together determine how much of the headline number you actually keep.
Practice
Valuation
Establish a clear, defensible EBITDA baseline with all appropriate owner add-backs properly documented. You receive a realistic picture of what different buyer types are likely to offer.
Financial
Preparation
Buyers actively look for reasons to reduce what they are willing to pay. We normalize your bookkeeping and document your owner compensation before a buyer ever reviews your books.
Exit Tax
Strategy
The structure of the transaction carries meaningful tax consequences. We model after-tax proceeds so you can compare offers based on what you will actually receive.
Negotiation
Support
We review letters of intent and purchase agreements to identify financial terms that create risk. You should not negotiate alone against professionals who do this every day.
DSO Offer
Analysis
We break down how cash at close, equity rollovers, earnouts, and deferred compensation actually work together in a corporate acquisition structure.
Post-Close
Support
Closing day is not the end. We monitor earnout performance, manage pre-close accounts receivable, and coordinate the final financial close-out of the practice entity.
Client Insights
Endorsements of Excellence.
The Strategic Advantage of Partnering With a Dental-Specific CPA
Discover why transitioning from a general accountant to a specialized dental CPA provides the strategic insight and proactive tax architecture necessary to scale your practice confidently.
Strategic Insights, Delivered.
Join a private network of practice owners receiving our monthly tax and operational briefings.
Why the Firm That Knows Dentistry Gets You a Better Exit.
Most accounting firms that advise on business exits work with dozens of different industries. When your practice goes to market, they will apply a general framework to a transaction that is not general at all.
Dental practice acquisitions have their own valuation conventions, their own deal structures, their own corporate dynamics, and their own tax considerations that differ from a standard retail or medical business.
Precision Dental Accounting works exclusively in dentistry. When we build your valuation, we are applying dental-specific multiples. We know exactly what a dental acquirer is trained to look for, meaning you walk into the most important financial transaction of your career with someone who has been here before.
Your Practice Is Worth More Than You Probably Think.
The right starting point for every retirement conversation is the same: understand what your practice is worth today, and what it would take to make it worth more before you sell. Everything else follows from there.
Schedule a no-pressure conversation with our team. We will walk through your current financial picture honestly, tell you where you stand, and lay out what a thoughtful exit plan could look like for your specific situation.