Investment Grade Practices: A Dentist Podcast
Investment Grade Practices: A Dentist Podcast
Investment Grade PracticesTM are designed to give you the lifestyle you enjoy today, while building an asset for tomorrow. Victoria Peterson, SsD helps dentists build practices that they love today while building value to secure their future.
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Know Your Value: Navigating Practice Transitions (E.154)

Know Your Value: Navigating Practice Transitions (E.154)

8/5/2025 9:00:00 AM   |   Comments: 0   |   Views: 24

“Know the terrain before you navigate it. Information is power.” – Matt Zolfo

BRIEF OVERVIEW OF THE EPISODE
Selling a dental practice is no longer as simple as getting an offer and handing over the keys. The market is shifting, private equity is holding longer, and consolidation is changing how buyers view value. 

Victoria and Matt discuss the current state of dental transitions, the three to five year peak window for selling, and why understanding your practice’s true worth is essential whether you plan to sell, partner, or prepare for the future.


WHAT THIS EPISODE REVEALS

• The reality of today’s dental practice market and the rise of consolidation
• 
Why timing and structure matter more than chasing the highest multiple
• 
How private equity and DSOs are changing the game for sellers
• 
The costly mistake of selling without proper representation
• 
Why every dentist needs a current prospectus, even if you are years from selling

WHAT YOU’LL LEARN

• How to determine if your practice is truly sellable
• 
The critical steps to maximize practice value before selling
• 
Why exit planning is business planning
• 
How to avoid post-sale remorse with data-driven decisions

IF THIS SOUNDS FAMILIAR

• You have received unsolicited offers or letters from DSOs
• 
You are considering selling but unsure if the timing is right
• 
You want to work less, earn more, or plan your exit strategically
• 
You are concerned about the long-term value of your life’s work

NEXT STEPS

1. Get a prospectus for your practice to know its real market value
2. 
Evaluate where your practice fits in today’s consolidation landscape
3. 
Develop an exit or growth strategy with expert guidance

Learn how at the Clinical Calibration Institute:
https://productivedentist.com/dental-consulting-services/clinical-calibration-institute/


Know Your Value: Navigating Practice Transitions



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