DENTAL PRACTICE VALUATION
Understand the value before deciding what comes next.
A valuation conversation begins with your practice and the decision you need to make—whether that is a sale, a partnership, or planning ahead.
Start with the purpose.
Tell us how you intend to use the valuation and when you need it. A pricing discussion for a potential sale and a formal appraisal are different assignments. We will discuss the appropriate scope, information, deliverable, and any fee before beginning.
ADS Midwest works with dental practice owners in Missouri, Illinois, Iowa, and Arkansas. Pete Ackerman brings CPA, Certified Valuation Analyst, and Certified Exit Planning Advisor credentials to the team.
Build the financial picture.
Recent financial records are a starting point, alongside the practice’s operations, staffing, facility, equipment, and transition circumstances. A meaningful discussion considers the individual practice rather than relying on one revenue figure alone.
We can explain which records to gather and how to provide them. Begin with our preparation checklist.
From information to a transition plan
Discuss your goals
Explain the decision, intended timing, and what matters to you about the transition.
Gather the right records
Work with us to assemble the financial and operational information needed for the agreed scope.
Review the findings
Discuss the assumptions, questions, and what the analysis means for your plans.
Choose your next step
Use the conversation to guide preparation, a possible sale, or further planning with your advisers.
Thinking about selling?
We represent the seller throughout the brokerage process. Learn how we stay involved from preparation through closing on our seller page, or read the valuation and selling FAQs.
How a sale moves
- PrepareSet goals and gather the records.
- ListPresent the practice to qualified buyers.
- Meet buyersAnswer questions and arrange visits.
- NegotiateReview offers and agree on terms.
- CloseWork through due diligence to closing.
Start with a conversation.
Tell us where you are looking, or what you have in mind for your own dental practice.