Due Diligence Review

If you’re considering the purchase of a new practice, you need to know exactly what you’re buying. Far more than simply an office or a list of equipment, a practice is actually a cash flow stream, and its value depends on all the systems and practices in place. To make sure you’re making a wise purchase, you need to have all the essential information, including the practice’s ability to generate sustained, predictable cash flow and its level of risk.

Our Due Diligence Review dives deeply into the revenue and expense trends of a practice to identify strengths, weaknesses, opportunities, and risks: value transfer risk, to be specific. We also review contracts, leases, reduced fee plan commitments, and benefit plans of your target practice. The result is key baseline data that will help you formulate your business strategy for making the acquisition successful.

Read how the Due Diligence Review worked for Thor J. Anderson, DDS.