The best exit isn’t the fastest one.
It’s the one you won’t regret.

Dentists today are surrounded by options: DSOs, private buyers, partial sales, joint ventures, and associate partnerships. We help you gain clarity and choose a path that fits your practice and your life.

Dental Practice Transition Advisors

• General Dentistry • Endodontics • Periodontics • Oral Surgery • Orthodontics • Pediatric Dentistry

The hardest part isn’t selling your dental practice.
It’s knowing what that exit should look like for you.

Dentists we work with often tell us:

“My colleagues are selling, and I’m not sure what that means for me.”

“DSOs are calling, but I’ve heard very different stories.”

“I don’t know who to trust or whose advice is unbiased.”

“I want to make a smart decision without rushing into something I’ll regret.”

Whether you’re years away or fielding offers, strategy should come first.

The three questions dentists wrestle with
when considering a transition.

1. What is my practice really worth?

You’ve built a great practice and a strong reputation, but clinical excellence alone doesn’t guarantee a successful exit. Many dentists don’t know what buyers truly value, how their practice will be perceived in a sale, or whether it can achieve the results they hope for.

Without preparation and positioning, even successful practices can fall short.

2. What should my next move be?

DSOs are calling. Colleagues are selling. Stories circulate — some impressive, others unsettling.

That environment can create a sense of urgency without a clear understanding of the tradeoffs involved. It becomes difficult to know what’s real or relevant, or whether now is even the right time to act.

3. Am I getting the right advice?

When every conversation focuses on closing a deal, dentists often pause and wonder: Is this advice or a sales pitch?

With DSOs calling directly, brokers promising “top dollars” and peers sharing selective success stories, it can be hard to know who is giving objective advice, who is incentivized to close any deal, or whose process protects the dentist.

Not every practice needs the same exit.

Our approach starts with understanding your priorities.

A transition this important shouldn’t be rushed, replicated, or driven by someone else’s agenda. There’s more than one way to exit a dental practice, and the right path depends on your goals, your timeline, and what success looks like for you.

Before discussing buyers and deal structures, we focus on a few foundational questions:

• What matters most to you at this stage?
• What are you hoping to achieve through a potential transition?
• Is this the right time to go to market or is preparation the more strategic move?
• What is your practice worth today?
• What valuation would make a transition worthwhile for you?

Considering a DSO, but unsure
how to evaluate it?

Dentists often hear mixed stories about DSOs. Some positive, while others cautionary. Their views are often shaped by colleagues’ experiences and conversations over time. The reality is more nuanced. For some practices, a DSO partnership aligns well. For others, a dentist-to-dentist or associate buy-out makes more sense. And just as importantly, not all DSOs operate the same way; priorities, structures, and expectations can vary widely.

Our role is to help you understand:

Whether a DSO
(or any buyer) is truly a fit

Understand different deal structures and the tradeoffs involved in each

How to protect both value
and autonomy in the process

Our approach.

We help you evaluate your options and determine whether a transaction aligns with
your long-term objectives and, if so, what path makes the most sense.

1. Understand your goals

We start by understanding what you want your next chapter to look like — financially, professionally, and personally.

2. Evaluate your options

DSO affiliation, private sale, partial liquidity, growth partnerships, or waiting — each path has tradeoffs.

3. Prepare and position

When a transition makes sense, we help ensure your practice is positioned to support the outcome you want.

4. Execute thoughtfully

If and when you move forward, we guide the process end-to-end with discipline, experience, and care.

We’re not here to push a particular structure or chase the highest number.
We help you evaluate options, understand tradeoffs, and choose a path that aligns with your goals,
whether that leads to a sale now, later, or not at all.

Completed Transactions

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Years of M&A Experience

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Next Point has guided healthcare owners through complex transitions
across multiple specialties, always with discretion, integrity, and a focus on long-term outcomes.

Done Deals.

In Our Clients’ Words.

Honest input from people (formerly) in your position

“Navigating the M&A process is never easy, but Jui and the Next Point team were with us every step of the way. Their guidance through this complex and lengthy journey was invaluable, helping us maximize value and achieve the outcome we were hoping for. Great experience!”

Dr. Anthony Polit

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“Jui and her experienced team at Next Point provided invaluable education, support, and understanding. More importantly, she was available every time I had questions or concerns about my transaction. She knew all the details and fine print, making sure I was familiar with my situation so that I felt comfortable making decisions and was satisfied with the outcome. Most importantly, she gets you prepared! I highly recommend working with Jui and her team!”

Dr. Shawn Casey

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We work with dentists to bring structure and perspective to complex transition decisions.

If a transition is on your mind, now or in the future, it helps to step back, understand your options,
and define what success looks like before taking action.

Meet the Team.

Equipped to Help

Jui Trivedi

Cathy Willig

Dean "Rocky" Rockwell

Dr. Peter Michael Tan, DDS, MSHS, FACD, FICD

Dr. Angela Isaacs, DDS, MBA

Dr. Grace Harriman

Selling a Practice is Complex. Talking to us isn’t.

Whether you’re evaluating an opportunity, considering next steps, or thinking about how to build your exit strategy, a clear perspective matters. It all starts with a conversation.

FAQs

What is involved in a dental practice transition?

A dental practice transition involves preparing your practice for sale, conducting a dental practice valuation, identifying qualified buyers, structuring the deal, and managing the closing process. A well-planned dental practice transition ensures confidentiality, maximizes value, and allows for a smooth transfer of patients, staff, and operations.

How do I sell my dental practice at the highest value?

To successfully sell a dental practice at maximum value, owners should focus on financial performance, operational stability, patient retention, and growth potential. Working with an experienced dental practice M&A advisor helps position the practice strategically in the market and negotiate favorable deal terms.

How is a dental practice valuation determined?

A dental practice valuation typically considers EBITDA, revenue trends, payer mix, location, specialty focus, and market demand. Buyers evaluate both financial performance and qualitative factors. A professional dental practice valuation ensures the practice is priced accurately and defensibly during negotiations.

Why should I work with a dental practice M&A advisor?

A dental practice M&A advisor specializes in managing confidential sale processes, identifying strategic buyers (including DSOs and private equity-backed groups), structuring competitive bidding environments, and guiding owners through due diligence. Their expertise helps reduce risk and improve transaction outcomes.

What is the best dental exit strategy for practice owners?

The best dental exit strategy depends on your retirement timeline, growth goals, tax considerations, and desired level of post-sale involvement. Some owners pursue full exits, while others structure partial sales or partnerships. A tailored dental exit strategy ensures alignment between financial objectives and long-term lifestyle goals.

The best exit isn’t the fastest one. It’s the one you won’t regret.