We support you with your dental practice buying decision!

The goal of our Buyers Advocate ProgramBuyers Advocate Program is to provide objective support for you to understand the dental practice you are considering purchasing in relationship to the revenue and expense history, detailed patient demographic analysis, and future growth and earning potential for your first three years of ownership.

The Transitions team of experts will provide:

• An analytical review of the practice valuation.
• Financing and funding advice if needed.
• A thorough, statistically relevant, random, sample chart
audit of the patient charts.
• A customized interpretation of their findings in the form
of a report for your consideration
• Solutions and recommendations that are customized to the
practice’s success and future
• A 3-4 hour presentation meeting with you and any other
decision maker to discuss the report and practice


Areas covered in the chart audit include:

• Patient age demographics
• Insurance status
• Confirmation of active patient count
• Production breakdown
• Annual revenue per patient
• Case acceptance analysis
• Periodontal program review
• Recall system analysis
• Capacity/facility assessment
• Financial policies
• Future earning potential
• Recommendations for the future

Report of Findings
A comprehensive report of all findings is prepared for your review as a guide to review recommendations on suggested enhancements to meet your goals.