CPAs · Consultants · Lenders · Cooperating brokers
The people around the owner. We work with all of them.
Owners ask their CPA first. Then their consultant. Then their banker. We work with each of them.
No fees to advisors. Nothing to disclose.
Dental CPAs: break our valuation
A research program, not a sale. Run client P&Ls through it. Tell us where it is wrong. 10 seats.
- No fee. No referral deal. Nothing to disclose.
- Financial statements only. Read-only access.
- First access to the multi-client workspace.
- Your name on the method, if wanted.
Consultants: check our dollar levers
Overhead. Hygiene. Capacity. Payer mix. Each priced in practice value. Run it on a client. 10 seats.
- A number on the advice you give.
- You lead the transition conversation.
- No fee. No referral deal.
- First access to the workspace.
Lenders: buyers already in diligence
Our buyers come with budget and timeline. Every practice comes with a lender-ready summary.
- Introductions to verified buyers.
- Normalized financials, in your format.
- Pre-approval noted on buyer profiles.
- No exclusivity. No fee to us.
Brokers: we cooperate both ways
Our buyers on your listings. Your buyers on ours. Terms in writing, per deal.
- Buy side: verified, financed, ready.
- Sell side: same NDA and data room.
- Written cooperation agreement first.
- No platform fee. No subscription.
How do you work with dental practices?
Advisors join one at a time. Brokers get terms per deal. We reply within one business day.