Dental Practice Exit Readiness Assessment
Most dentists who want to sell in the next two years are not actually ready to sell. They have messy books, thin documentation, high owner-dependency, or unrealistic price expectations. The sale then drags eighteen-plus months, gets re-traded twice, and closes at 15% below the original asking.
The Exit Readiness Assessment is 16 questions that surface exactly where you are on that spectrum. You'll get a score across four dimensions and a specific action plan for each gap — the things you can fix in the next six to twelve months that materially move your valuation and shorten your time to close.
Financial Readiness
Three years of clean P&Ls and tax returns. Separation of personal and business expenses. Consistent or growing collections. Defensible add-backs for SDE. Buyers and their lenders will ask for all of this. Missing any piece slows the deal or kills it.
Operational Readiness
Can the practice run without you physically there? Staff tenure, documented systems, software transferability, patient retention under associate coverage — these are the things that make a buyer comfortable paying a premium. If the practice is you, you're selling a job. If the practice is a business, you're selling equity.
Personal Readiness
A surprising number of sales fall apart because the seller is not emotionally ready. Timeline clarity, post-sale identity, financial sufficiency of net proceeds, family alignment. If any of these are wobbling, the deal will feel it.
Market Readiness
Your specialty, location, and current buyer appetite in your zip code. A ready seller in a hot DSO-consolidating market closes in four months. The same seller in a saturated rural market waits eighteen.
What You Get
A numerical readiness score (0-100) and a written action plan specific to your gaps. If your books need eighteen months of cleanup, you'll see it. If your staff structure is your biggest liability, you'll see it. If your market is soft right now, you'll know to wait or reposition. Same diagnostic high-end transition consultants charge $2,500 to $5,000 for. Free here.
Frequently Asked Questions
How long does the assessment take?
About five minutes. Sixteen multiple-choice questions, no typing required.
Do I need to be thinking about selling soon?
No. The assessment is most valuable one to three years before you list. That's when you have time to fix the gaps it surfaces.
Will the results pressure me into listing?
No. The report is yours. You can save it, revisit it annually, and list when you're ready — here or elsewhere.
Is my data private?
Yes. No identifying practice information is collected. Results aren't shared.
Can I retake it?
Yes, as often as you want. Many sellers retake it every six months to track progress.
Is this specific to dental?
Yes. Every question and every benchmark is calibrated for dental practices. General business exit frameworks miss the dental-specific issues that matter most.