DENTIST WITH PE INTEREST
“The Offer Looks Great… But I Don’t Want to Get Cut Down.”
PE is knocking. You want options—and leverage—not surprises and regret.
LOIs sound simple until diligence begins.
Valuation gets reduced when numbers can’t be defended.
Terms matter as much as price (earn-outs, rollover equity, stay-on time).
If you’ve had PE firms reach out—or even put an offer in hand—it’s tempting to think you’re at the finish line. But you’ve seen how this can go: the headline number gets chipped away, expectations shift, and owners end up stuck in a deal that looks good on paper but feels heavy in real life.
Dr. Anne, a pediatric dentist with a high-performing practice, found herself with multiple DSO firms showing interest. One group even brought a strong offer, and on paper it looked like an irresistible offer. But Anne saw too many colleagues who went through the process. While some did well with what seemed like a solid offer from the outside looking in, Anne knew the process wasn’t ever that simple. She watched one colleague get cut down during diligence. He ended up selling far below the original number he’d expected. Plus, he had to stay on, locked in post-close for years in a deal that felt beyond disappointing.
Anne’s fear wasn’t selling—it was losing leverage because her numbers weren’t telling the true story of her practice clearly enough. She knew exactly which of her little patients wanted stickers in any color but pink yet knew that this level of customer service, however special, wouldn’t seal a deal. She needed to better understand margins, cash flow, and add-backs so she could trust they’d would hold up under a buyer’s scrutiny. She also wanted to know what parts of any deal, beyond the purchase price, actually did matter: earn-out terms, rollover equity, control, expectations, and what “staying on” could really mean.
If you have a practice and suddenly find yourself being courted or perhaps wish you might one day, VISIBILITY helps you walk into such conversations confidently well prepared. We strengthen financial visibility, clarify true profitability and cash flow, and help you understand—well ahead of time—what matters in negotiations beyond price. You move forward with clarity, confidence, and a greater ability to protect all that you’ve built. Whether you sell now, later, or never, you’ll know more about your practice, your goals, and your readiness.
