Selling your orthodontic practice is, for most orthodontists, a once-in-a-career decision.
Ellis and Associates helps you understand the full breadth and depth of your options and prepare your practice for market, so you can confidently go through the sale process with clarity.
Our firm supports owners through valuation, buyer outreach, negotiations and closing.
A successful orthodontic practice sale requires going beyond finding the right buyers. It takes significant preparation when done right. Our dedicated team covers all the bases. We understand the value of your practice to provide you with the leverage you need.
We review your financial performance, referral relationships, patient demand and growth opportunities. That helps owners see their practice the way buyers will before entering the market. We think the old adage measure twice, cut once, applies well here.
The step-by-step process includes the following:
This approach has been proven to minimize uncertainty and optimize outcomes.
It involves more than finding buyers. Every orthodontic practice has unique value drivers, from case-start volume and active treatment pipeline to your aligner and braces mix, technology systems, and the strength of your referring-dentist relationships. Gain a clear understanding of what makes an orthodontic practice valuable.
Orthodontists looking to sell their practice need to consider life goals, financial goals, referral continuity, and patient care. Our team helps owners prepare the practice for sale, evaluate buyers including OSO and DSO platforms, and manage negotiations with a deft touch, protecting the brand and referral network you have built.
We have decades of top-quality experience managing medical practice transactions to give you a competitive edge. We understand how buyers think and how sellers can squander their opportunity without the right preparation.
Yes. Many orthodontists stay involved after closing through an employment agreement, transition role, or equity partnership, and are often required to do so by the buyer. Buyers typically desire 3-5 year stay periods, which can be negotiated and do impact valuation. In OSO and DSO transactions, rollover equity is common and can be a meaningful part of total value.
Potential buyers may include private equity-backed Orthodontic and Dental Support Organizations (OSOs and DSOs), regional orthodontic groups, associates seeking buy-in or first ownership, strategic healthcare buyers and so forth. The buyer depends on your practice size, location, case mix and growth potential.
The timeline can vary based on preparation, buyer interest, diligence, negotiations and closing requirements. Most transactions take 6-9 months.
An experienced orthodontic M&A advisor helps with valuation, buyer targeting, proposal review, negotiation, due diligence and closing support. This lets practice owners avoid common mistakes and maximize returns. Owners are typically economically better off (and often significantly so) and post-deal risk is minimized, so it may be a better question to ask ‘why shouldn’t I work with an orthodontic M&A advisor?’