『Closing the Deal: Dental Practice Sales』のカバーアート

Closing the Deal: Dental Practice Sales

Closing the Deal: Dental Practice Sales

著者： Elijah Desmond
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Welcome to Closing the Deal: Dental Practice Sales—the fun, no-BS podcast where we break down the process of selling your dental practice in ways you can actually understand (and enjoy). We’re not your typical, stuffy brokerage firm, we’re here to shake up the world of dental practice sales. Are you a dental practice owner thinking about cashing out? Ready to retire, take on new adventures, or simply move on to the next phase of your life? You’re in the right place. Selling your practice is a BIG deal, and we’re here to help you nail the exit strategy that leaves you smiling—literally and financially. From maximizing your practice’s value to getting top dollar and negotiating the best terms, we’ll walk you through every step of the process with the energy and transparency you deserve. No more confusing jargon or boring sales tactics. We bring you real, honest conversations with industry experts, seasoned brokers, legal pros, and fellow dental practice owners who’ve been through it all. We dive into the nitty-gritty of what makes a great sale, what pitfalls to avoid, and how to make sure you’re not leaving money on the table. What You Can Expect: • Real Talk on Practice Valuation – Get the lowdown on what really affects your practice’s worth and how Buyers value your practice. We'll help you understand the numbers behind practice valuations, so you get the best deal possible when you sell. • Preparing for the Big Exit – Whether it’s cleaning up your books, getting your staff on board, or sprucing up your practice’s image, we’ll show you how to get everything ready for a smooth sale. • Understanding the Sales Process – Get a clear and honest understanding of what it is like to go through the process of successfully selling your practice, what is expected on your end and how long it normally takes from start to finish. • Legal & Tax Stuff You Actually Understand – We know, the legal and financial parts can be a snooze fest. But we’ll break it down for you so that when you’re signing on the dotted line, you know exactly what you’re getting into. • Seller Success Stories – Hear from dental practice owners who’ve been there, done that, and sold the t-shirt (or, well, their practice). They’ll share their best tips, tricks, and lessons learned so you don’t have to make the same mistakes. Who’s Going to Love This Podcast: • Dental Practice Owners Ready to Sell – If you’re itching to make your exit but want to make sure you do it the right way, this show is your roadmap to a successful sale. • Dentists Nearing Retirement – Whether you’re looking to retire and kick back or start a new chapter, we’ll help you get your practice ready for the best possible exit. • Dentists Tired of Running the Business – If you’re a dentist who’s worn out from the day-to-day grind of managing a business and just want to take some chips off the table to focus on the art of dentistry, this podcast is for you. We’ll show you how to make your exit and still leave with a great deal while rediscovering your passion for patient care. • Dentists with 3-5 Years to Plan Their Exit – If you know you’re 3 to 5 years out from considering a sale or retirement, we’ve got you covered. We’ll help you start the planning process early so that when the time comes, you’re ready to make your exit with confidence, and maximize your practice’s value. • Anyone Curious About the Business of Dentistry – From aspiring practice owners to investors, if you want a behind-the-scenes look at what goes into dental practice sales, this podcast is for you. Selling your dental practice doesn’t have to be overwhelming or dull. With Closing the Deal: Dental Practice Sales, we promise to make the process clear, exciting, and dare we say... fun. We’ll give you the confidence to walk away with a deal that works for you and the peace of mind to know you did it right. So, grab your favorite drink, and let’s talk about how you can close the deal with style.Copyright 2026 Elijah Desmond マネジメント マネジメント・リーダーシップ リーダーシップ 出世 就職活動 経済学
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  • BONUS: The Value of Planning Ahead: Creating Choice in a Dental Practice Sale

    BONUS: The Value of Planning Ahead: Creating Choice in a Dental Practice Sale
    2026/08/07
    After nearly four decades of building one of Brevard County's most respected dental practices, Dr. Craig Sater didn't coast into retirement. He made a deliberate, preparation-first decision to sell his practice at full strength and the results speak for themselves.In this conversation with host Elijah Desmond, Dr. Sater pulls back the curtain on what the seller-side process actually looks like from a dentist's perspective. From a serious auto accident that accelerated his timeline, to the discipline of running his practice at full capacity right up to closing, to the bittersweet reality of watching four generations of patients say goodbye, this episode is as honest as it gets.Key ThemesPreparation-first selling: Dr. Sater deliberately kept his practice at full production, protecting EBITDA and ensuring buyers saw the true potential of the practice.Choosing the right buyer path: Dental Pitch sourced multiple qualified candidates including associate dentists, not just DSOs allowing Dr. Sater to select based on clinical philosophy and cultural fit.The real cost of transition: Team dynamics, patient loyalty, and the emotional adjustment of stepping back are challenges that preparation helps, but can't fully eliminate.White-glove advisory experience: Dr. Sater compared Dental Pitch's structured process favorably against other brokerage firms he had encountered over the years.Episode HighlightsOn his walk-on song, Eye of the Tiger:"It sort of represents the tunnel vision I've had throughout my whole career. It's about the grit and the daily discipline required to stay at the top of your game."On his preparation strategy:Dr. Sater watched colleagues slow down in their early 60s and watched their practices devalue accordingly. His approach was different: keep your foot on the gas, all the way to the day of the sale. That discipline protected the numbers and the outcome.On selecting a buyer:From a field of multiple qualified candidates, Dr. Sater chose a female dentist relocating to Florida not because of the price, but because her clinical goals and mindset mirrored the culture he had spent 39 years building.On the team transition:The dental team went from nine members down to one after the sale. Dr. Sater is candid about this: it was hard, but manageable. His advice is to coach your team more intentionally through the change and to never let the finish line mentality show up in your production numbers.On the Dental Pitch process:Dr. Sater raved "You guys seem to have quite a flow chart that really does work. I had talked to a few other brokerage companies over the years, but you guys just have the very best system."What Dentists Will Take Away From This EpisodeSelling at full capacity — not a pre-retirement glide — is how you protect your EBITDA and attract the best buyers.A sell-side firm should be surfacing multiple buyer candidates and guiding you through a structured process, not just listing your practice.Doctor-to-doctor transitions are real. Choose a buyer whose philosophy matches your culture, not just their checkbook.Prepare your team. They are the heartbeat of the office and they need coaching through the change.Timing and preparation together create a smooth exit.Resources Mentioned & RecommendedBest Dental Broker Playbook — Dental Pitch BrokerageDental Pitch's Winning Dental Brokerage Model NationwideHow to Sell Your Practice for More MoneyWhy Buyers Use EBITDA to Compare Dental PracticesUnderstanding EBITDA vs. Net IncomeOptions for Selling Your Dental Practice: A Comprehensive OverviewHow to Maximize the Value of Your Practice SaleThe Art of the Dental Deal — BookS1E1 — It's All About Selling Your Dental Practice the Right Way (Spotify)S1E7 — How to Understand Upside Potential and the Value of Your Practice (Spotify)About Dental Pitch Advisory & BrokerageDental Pitch is a sell-side dental brokerage and advisory firm that helps dentists prepare, position, and sell their practices more strategically. Our process is preparation-driven, EBITDA-focused, and white-glove from start to finish. We help sellers choose the right buyer path. Whether that's a doctor-to-doctor transition or DSO deal, we guide every step of the process.Learn more: dentalpitchbrokerage.com
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    22 分
  • S2E10 - Season 2 Wrap Up: Insights and Takeaways from Successful Sales

    S2E10 - Season 2 Wrap Up: Insights and Takeaways from Successful Sales
    2025/12/18
    Season two of Closing the Deal featured nine guests who've completed the complex process of selling their dental practices. From strategic planning years in advance to managing the unexpected realities of life after the sale, each conversation revealed what it really takes to close a successful deal.Clear themes emerged throughout the season: the importance of early preparation, maximizing practice value before listing, and understanding what buyers actually want. Our guests shared what it’s like selling to DSOs, managing team transitions, and the operational changes that follow a sale. They also shared what they'd do differently, from engaging brokers sooner to preparing for the emotional side of letting go.This finale brings together the most powerful moments from all nine conversations, focusing on how to position your practice for success and the lessons our guests learned along the way. Whether you're considering a sale next year or just thinking ahead, these insights provide a practical roadmap for your own journey from dentists who’ve been through it all.In This Episode:Why mental readiness matters more than you think (Dr Glenn Vo)Tracking your numbers and the importance of transparency with your team (Dr Jeff Buske)Understand what buyers really look for and why scaling to multiple practices might make sense (Dr Uzma Ansari)Approaching the DSO relationship as a partnership, not a battle (Dr Steven Rasner)The value of thinking like a CEO and doing everything with intention (Dr Christopher Hoffpauir)Planning EBITDA better and the critical importance of knowing your contract (Dr Lou Chmura)Working with a team of people through the sale and trusting your gut (Dr Devinn Geeson)Managing your team through the sale and having one-on-one conversations (Christine Diehl)Ignoring outdated stigmas around DSOs and when to call a broker (Dr Tyler Brady)Resources:Listen and connect with Glenn: https://podcasts.apple.com/us/podcast/s2e2-how-dr-glenn-vo-expanded-his-practice-to-land/id1786408189?i=1000716619178Listen and connect with Jeff: https://podcasts.apple.com/us/podcast/s2e5-grow-your-practice-with-passion-reverse/id1786408189?i=1000724938621Listen and connect with Uzma: https://podcasts.apple.com/us/podcast/s2e8-biggest-lessons-from-selling-my-dental-office/id1786408189?i=1000735521278Listen and connect with Steven: https://podcasts.apple.com/us/podcast/s2e4-would-i-do-it-again-a-dentists-honest-take-on-selling/id1786408189?i=1000721911232Listen and connect with Christopher https://podcasts.apple.com/us/podcast/s2e7-life-after-the-sale-a-dentists-journey/id1786408189?i=1000732099725Listen and connect with Lou: https://podcasts.apple.com/us/podcast/s2e3-the-biggest-lessons-learned-from-selling-a-practice/id1786408189?i=1000718783536Listen and connect with Devinn: https://podcasts.apple.com/us/podcast/s2e6-the-emotional-side-of-selling-a-dental-practice/id1786408189?i=1000728345866Listen and connect with Christine: https://podcasts.apple.com/us/podcast/s2e1-everything-changed-overnight-or-did-it/id1786408189?i=1000714616945Listen and connect with Tyler: https://podcasts.apple.com/gb/podcast/s2e9-closing-with-confidence/id1786408189?i=1000739637931Follow Dental Pitch Brokerage on LinkedIn: https://www.linkedin.com/company/dentalpitch/Visit our website: https://dentalpitchbrokerage.com/ Download The Dental EBITDA Handbook: https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb
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    30 分
  • S2E9 - Closing with Confidence

    S2E9 - Closing with Confidence
    2025/12/04

    Dr. Tyler Brady opened Haven Dental in 2018 in Southlake, Texas as a general practice. As he specialized in cosmetic dentistry and built a presence on social media, the practice grew to something he’d dreamed about in dental school. But that growth brought complexity many dentists are all too familiar with.

    In this episode, Tyler shares what led him to consider selling, the mental shift that helped him make the decision, and how he evaluated potential buyers. He talks about what actually changed after selling to Lumio, the financial reality of the transition, and the operational adjustments that came with it.

    He also opens up about what he’d do differently if he could go back, the mistakes he nearly made by going it alone, and how selling created opportunities to pursue teaching cosmetic dentistry and launching his own product line.

    In This Episode:

    • Tyler's background and journey building Haven Dental
    • How cosmetic dentistry and social media shaped his practice growth
    • Why he initially resisted selling and what changed his mind
    • His experience with Lumio so far and what the first month of transition looked like
    • The financial and operational reality after the sale
    • What he'd do differently: calling a broker sooner
    • The risks of selling without professional guidance
    • How his team and patients reacted to the news
    • New opportunities: teaching courses and launching a toothpaste brand
    • His advice for dentists considering a sale

    Resources

    • Follow Haven Dental on Instagram: https://www.instagram.com/haven.dental/
    • Connect with Tyler on LinkedIn: https://www.linkedin.com/in/tyler-brady-30641435/
    • Visit Haven Dental’s website: https://www.haven-dental.com/
    • Follow Dental Pitch Brokerage on LinkedIn: https://www.linkedin.com/company/dentalpitch/
    • Visit our website: https://dentalpitchbrokerage.com/
    • Download The Dental EBITDA Handbook: https://link.dentalpitchbrokerage.com/widget/form/x45Iy9iZhayIriHmfNfb
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    34 分
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