Advisory Engagements
One fee. One side of the table. Yours.
Flat-fee, buyer-side advisory across all five stages of a dental practice purchase.
| Service | Essential$7,500 | Most SelectedComprehensive$10,000 | White Glove$15,000 | |
|---|---|---|---|---|
Stage 1Practice Search | Practice Sourcing | |||
| Preliminary Opportunity Assessment | ||||
| Bank & Lender Introductions | ||||
Stage 2Practice Valuation | Full Practice Valuation & Buyer Cash Flow Analysis | 1 practice | Up to 3 | Unlimited |
| Comprehensive Practice Valuation Report | ||||
| Offer Price Recommendation | ||||
| Multi-Practice Comparison & Side-by-Side Analysis | ||||
Stage 3Offer & Deal Team | Dental Attorney Introductions | |||
| Submit/Negotiate Letter of Intent | ||||
| Buyer-Side LOI Term Sheet Support | ||||
Stage 4Due Diligence | Financial Due Diligence & Document Verification | |||
| Dynamic Cash-Flow Model Updates | ||||
| Loan Analysis & Bank Negotiation Assistance | ||||
| In-Person Site Visit | ||||
| Private Deal Debrief Dinner | ||||
Stage 5Post-Close Transition | Mail Letter to Patients | |||
| Transition Plan & Day-1 Operational Kickoff | ||||
| Tax Impact Analysis (5-Year vs 15-Year) | ||||
| S-Corp Creation | ||||
| Tax & Bookkeeping Services from K. Ifedi CPA & Advisors | 1 month free | 3 months free | ||
| Closing Day Ownership Celebration | ||||