Starting a Dental Practice

Transaction Management Process

Transaction Management Process

Discover

  • Team formation
  • Interviews
  • Current location evaluation
  • Demographic analysis
  • Benchmarking
  • Financial capacity
  • Requirement summary
  • Preliminary goals & objectives
  • Status quo review & evaluation

Challenge

  • Space programming
  • Macro alternatives
  • Survey of market alternatives
  • Lease vs. buy scenarios

Validate

  • Debt capacity analysis
  • Market tour
  • Project budgets & schedules
  • Intermediate financial analysis
  • Qualitative comparison
  • Interim results & recommendations

Execute

  • Request for Proposal (RFP)
  • RFP evaluations
  • Property/owner evaluation
  • Shortlist of options
  • Test-fits
  • Counterproposal/offer/negotiation
  • Construction bid analysis
  • Final budget & schedules
  • Final financial and quantitative analysis
  • Organizational consensus
  • Board approval
  • Letter of Intent
  • Lease negotiation/execution

Let’s Work Together

One of the oldest and most prestigious dental practice transition firms in Texas.

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