Dental Practice Transition Checklist: Everything You Need Before Selling

Do not start showing your practice to buyers until you have checked every box. This comprehensive checklist covers the financial, legal, operational, and personal preparation needed for a smooth transition.

Financial Preparation

• 3 years of clean tax returns
• Monthly P&L statements
• Production and collection reports by provider
• Equipment list with purchase dates and condition

Legal Preparation

• Review your lease (assignment clause is critical)
• Check non-compete obligations
• Review associate agreements
• Engage a dental transition attorney