Selling Your Dental Practice
Selling Your Dental Practice Is More Than Finding a Buyer.
You've spent years building your practice. When the time comes to sell, the decisions you make can significantly affect the price you receive, the taxes you pay and the transition that follows.
Whether you already have an interested buyer or need help finding the right purchaser, Meditax provides the legal, tax and transactional expertise to guide you through the sale.
From preparing your practice and coordinating its valuation to negotiating the transaction and managing the closing, we handle the entire process—or the specific services you need.
Two Ways to Sell Your Dental Practice
Every practice sale is different, but the first question is simple: Do you already have a buyer, or do you need help finding one?
You've Found Your Buyer.
We'll Handle the Transaction.
Perhaps an associate wants to take over your practice, a colleague has expressed interest, or you've been approached directly by a potential purchaser.
You don't need brokerage services. You need experienced legal and tax representation to ensure the transaction is properly valued, structured, negotiated and completed.
At Meditax, we coordinate your dental practice valuation, advise you on the tax implications of the sale, negotiate the offer and prepare the legal documentation through to closing.
Your buyer may already be in place. The important decisions are still ahead.
The Right Buyer.
A Private, Carefully Managed Sale.
If you're preparing to sell but haven't identified a purchaser, Meditax offers a discreet, highly personalized dental practice brokerage service.
We don't publicly advertise your clinic or circulate its details to hundreds of potential buyers.
Instead, we draw on our private network of pre-qualified dentists, personally selecting those whose acquisition criteria, financing readiness and professional objectives make them suitable candidates for your practice.
We analyse your practice's appraisal to prepare our strategy for the sale, manage confidential introductions and practice visits, negotiate the transaction and provide legal and tax guidance through to closing.
Your practice isn't another listing. Finding the right person to take it over deserves a more considered approach.
A Successful Practice Sale Begins Years Before You're Ready to Sell.
Selling your dental practice is one of the most significant financial decisions of your career. Yet many dentists begin preparing for a sale only when retirement approaches or a potential buyer expresses interest.
By then, important opportunities to reduce taxes, optimize the corporate structure or address issues affecting the sale may already be limited.
At Meditax, we encourage practice owners to begin planning several years before their intended sale.
- 01Review your corporate structure
- 02Assess your commercial lease
- 03Identify potential obstacles
- 04Implement the legal and tax planning needed to prepare for a successful transaction
The earlier you prepare, the more options you preserve—and the better positioned you are when the right buyer comes along.
- Equipment
- Leasehold improvements
- Inventory
- Patient goodwill
- Financial performance
- The characteristics that influence what a qualified buyer may be prepared to pay
Much more than annual revenues or profitability.
What Is Your Dental Practice Really Worth?
Before negotiating a sale, you need a clear understanding of your practice's market value.
A professional dental practice valuation considers much more than annual revenues or profitability. It examines equipment, leasehold improvements, inventory, patient goodwill, financial performance and the characteristics that influence what a qualified buyer may be prepared to pay.
At Meditax, we coordinate a comprehensive valuation process involving specialists in the different components of your practice.
The resulting appraisal helps establish a well-supported asking price, provides a foundation for negotiations and plays an important role in the buyer's financing process.
Discuss the Valuation of Your Practice →Could You Sell Your Dental Practice Tax-Free?
The price you negotiate matters. But so does how much of that price you ultimately keep.
With proper advance planning, eligible dentists may be able to use the Lifetime Capital Gains Exemption to shelter a substantial portion—or potentially all—of the capital gain on the sale of their professional corporation's shares.
At Meditax, we assess your corporate structure, identify opportunities for advance tax planning and evaluate whether additional structures, such as a holding company or family trust, should be considered.
Your exit strategy shouldn't begin when you receive an offer.
Explore Selling Your Practice Tax-Free →Depending on the value of your practice and your existing corporate structure, preparing for a tax-efficient sale may require three to five years, or even longer.
From the First Offer to the Final Closing.
Once a buyer is identified, the transaction involves a series of important legal, financial and tax decisions.
Meditax coordinates the process, protects your interests and guides the transaction through to completion.
Offer & Negotiation
Negotiating the purchase price, terms and conditions.
Legal & Tax Structuring
Determining the appropriate transaction structure and its tax implications.
Due Diligence & Financing
Coordinating the required verifications and assisting with the buyer's financing process.
Transition Planning
Negotiating your post-sale involvement, including any associate or transition agreement.
Closing
Preparing the final legal documentation and coordinating the transfer of ownership and funds.
Your Practice.Your Legacy.Experienced Representation.
Selling your dental practice is more than a business transaction. It's the culmination of years of dedication, investment and hard work.
Founded in 2011 by Me Cathy Nehme, a lawyer specializing in corporate, commercial and tax law, Meditax provides personalized representation to dentists navigating the sale of their practices.
Whether you already have a buyer or need assistance finding one, Cathy brings together the legal, tax and transactional expertise needed to protect your interests and carefully manage the sale.