Dental practice transitions · CA DRE #01926047

Confidential practice transitions.I speak the numbers with the banks.

Buying, selling, starting, retiring — the whole transition. Confidential from the first minute, and every buyer verified and under NDA before they see a number.

Selling? Start here. Buying? Start here. Or just email me.

Why I can do this

I rebuilt how a practice changes hands.

The analysis, the buyer matching, the confidential marketing, the lender packages — my systems do in days what used to take months of overhead. I’d rather pass that along and sell more practices than charge like it’s 1995.

What you’re paying me for is the part that can’t be automated: I speak the numbers. The language the banks need, the language the buyers’ CPAs need. I’ll debate any of them on your behalf — that’s the job.

I work with DSOs and their offers as well. And when the building is part of the deal — the lease, the purchase, the landlord — that gets handled inside the transition, not farmed out. The most important decision of your career is who takes over the care of your dental family. Read my reviews, both sides. Call me.

What selling with me looks like

New listing agreements, practices coming to market for the first time. Relistings and complex structures are quoted individually — and if I’m not the right broker for yours, I’ll tell you straight.

Both sides of the same table

The seller said. The buyer said.

Real doctors, both sides of one transaction, in their own words. Nobody else in this business names a client. I name both.

947,206words I’ve said to it
Interview me before you hire me

I built the AI version of me for exactly this.

It runs my deals with me every day. Ask it anything — what the process looks like, what kills deals, what working with me actually buys you. Talk or type, any hour. It talks like me because it learned from me. And when you’re ready to talk numbers, the real me reads every conversation and takes it from there.

Ask AI Jonathan
How it works

Three steps, either side of the table.

For sellers

Selling a practice

  1. 1

    The Walk & Talk

    I come to the office after hours. We walk it, we talk it, and I leave knowing what you built. Confidential from the first minute.

  2. 2

    Confidential marketing to vetted buyers

    No name, no address, no staff finding out. Every buyer is verified and under NDA before they see a number.

  3. 3

    I speak the numbers with the banks

    The lender package, the buyer’s CPA, the appraisal call — I carry your file through all of it, in the language they need to hear.

For buyers

Buying a practice

  1. 1

    Your buyer profile

    Specialty, geography, timeline, financing. It takes a few minutes and it’s how I match you to practices that never hit a public listing.

  2. 2

    One NDA

    Sign it once. It covers every listing you look at with me.

  3. 3

    The vault — and brunch

    Full financials in a secure document vault, and a seat at the table with a lender and a dental attorney.

Next date

The Buyers’ Brunch

The next date is being scheduled. A practice broker, a dental lender, and a dental attorney at one table in San Diego. No cost, no pitch. Seats are limited — the people on the list hear the date first.

Get the date
The toolkit

Everything below is free to use.