Do I have to sell to order an appraisal?

No. Most people order it precisely because they are not ready to commit and want the real number first. If you do decide to list with us within 12 months, the $1,499 is credited back in full.

Comprehensive Practice Appraisal — $1,499 · Free With a Listing

This is what $1,499 buys.

Not a calculator printout. A defensible, signed document — every figure traceable to your tax returns, P&Ls, and payroll records.

The signed reportConfidential, prepared for you by name — CA DRE #01926047

Sample appraisal report — adjusted SDE schedule with line-by-line add-backs

The SDE schedule lenders underwrite againstEvery add-back tied to a ledger line your CPA can trace

Sample appraisal report — comparable market range from closed practice sales

Real comparable salesClosed transactions — not survey averages

Sample pages shown with illustrative data. Your report is built exclusively from your practice's actual records.

Nine pages. Zero hand-waving.

The same report format our listing clients take to market — the analysis a buyer's lender sees before approving the loan.

PAGES 1–2

Practice snapshot

The operating profile buyers and lenders read first — patients, payer mix, facility, lease, staffing — completed from your records, not estimates.

PAGE 3

Three-year financials

Collections trend and expense structure populated verbatim from your P&Ls and tax returns. No line is estimated.

PAGE 4

Documented SDE

Full add-back schedule, line by line, each adjustment tied to a ledger or payroll record. This is what underwriting reads.

PAGE 5

Dual-method valuation

Percentage-of-collections (how the market quotes) and multiple-of-SDE (how lenders test). A correct price passes both.

PAGES 6–7

Comps & the number

Real closed comparable sales, a defensible value range, and one recommended number — with the financing math that proves a bank can approve it.

PAGES 8–9

Path to sale & certification

The realistic timeline from engagement to close, plus the signed certification page attorneys and CPAs require.

Who orders this

Any time your number will be seen by someone other than you, this is the version that holds up in the room.

◆

Selling in the next 0–24 months

Know your defensible range before you commit — and walk into the market priced to pass a lender's credit committee.

◆

Partnership buy-ins & buy-outs

Both sides need one documented number they can sign off on — with every adjustment traceable.

◆

Estate & insurance planning

The practice is usually the biggest asset nobody has valued. Your planner and insurer need it in writing.

◆

Bank / SBA financing

Lenders underwrite against a documented SDE schedule — this report is built in the format they expect.

One price. One better answer.

A CPA charges $2,500–$5,000 for this document — and doesn't sell practices for a living. Every comp in your report is a practice that actually changed hands.

Standalone

$1,499

flat · one-time · confidential

The full signed 9-page appraisal
3 years of financials reconstructed
Documented SDE + add-back schedule
Dual-method valuation + real comps
30-minute walkthrough call with Jonathan

Order for $1,499 →

How most doctors get it

With a listing agreement

FREE

included with every listing — full stop

Everything in the standalone appraisal
Sets your defensible list price on day one
Handed to every serious buyer's lender
Plus the full confidential marketing launch
Already ordered it? The $1,499 is credited back when you list

Talk about listing →

Thinking of selling anyway? Don't pay for the appraisal — list, and it's included. Order standalone only if you need the number before you're ready to commit; the fee is credited back in full the day you list.

How it works

No spreadsheets on your side. Phone photos of your returns are fine.

Order below — two minutes.

You'll receive an engagement email and invoice within one business day. Nothing is charged online.

Send your records.

We send a short checklist: three years of tax returns, year-end P&Ls, and a current YTD P&L. Strictly confidential — your staff and colleagues never know.

We build the appraisal.

Full financial reconstruction, documented SDE, dual-method valuation, and comparable closed sales — prepared and signed by a licensed broker.

Your number, explained.

The signed PDF plus a private 30-minute walkthrough call. Selling, staying, or planning — you'll know exactly where you stand.

Order your appraisal

Confidential. No payment online — we confirm the engagement first, then invoice.

Your name

Phone

Practice city & state

Practice type

Timeline

Anything we should know? (optional)

Planning to list with us instead? Submit the same form and mention it in the notes — the appraisal is free with your listing agreement.

Questions doctors ask first

Straight answers before you order.

What if the number comes back lower than I hoped?

Then you found out privately — before a buyer's lender did. A defensible number you can act on beats an optimistic one that collapses in due diligence. The report also shows exactly which levers (collections trend, add-backs, payer mix) move the value, so you know what to fix before you go to market.

Do I have to sell to order this?

No. Most people order it precisely because they're not ready to commit and want the real number first. If you do list with us within 12 months, the $1,499 is credited back in full.

Who sees my financials and my number?

Only you and the broker preparing the report. It's strictly confidential — your staff, patients, and colleagues never know. You decide who else ever sees the finished report.

How is this different from a CPA valuation?

A CPA charges $2,500–$5,000 and values the business in the abstract. This is built by a broker who sells dental practices for a living — every comp is a practice that actually changed hands, and the SDE schedule is formatted the way an SBA lender underwrites. It holds up in the room where the deal is decided.

How long does it take?

Typically a few business days once we have your three years of tax returns, year-end P&Ls, and a current YTD P&L. You get the signed PDF plus a private 30-minute walkthrough call.

How and when do I pay?

Nothing is charged online. You submit the form, we confirm the engagement, and you receive an invoice within one business day. List with us and it's free — credited back in full.

The number other people
can rely on.