Selling your orthodontic practice is a once-in-a-career decision. Ellis and Associates helps you see the full spectrum of sale opportunities.
Our dedicated team prepares your practice for market, so you can proceed through the sale process with clarity. We support owners throughout the whole process – from valuation to buyer outreach, negotiations and closing.
A successful orthodontic practice sale requires going beyond finding the right buyers. It takes significant preparation when done right.
We look at your financial performance, referral relationships, patient demand and growth opportunities. Our mission is to gently guide you through the sale process.
Every detail is under scrutiny when you sell an orthodontic practice. Our specialized team handles the specifics, with decades of expertise built around maximizing your practice value.
That step-by-step process includes the following:
This approach has been proven to minimize uncertainty and optimize outcomes.
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 referral relationships – understand what gives an orthodontic practice value.
Sellers receive support during buyer queries, document review, and closing preparation. This is where deals can, and often do, fall apart.
Orthodontists looking to sell their practice need to consider personal and professional goals, referral continuity, plus patient care. Our team helps owners prepare the practice for sale – evaluate buyers including OSO and DSO platforms – as well as manage negotiations deftly, protecting the brand and referral network you have built.
We have decades of top level 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.
Schedule a consultation with an orthodontic M&A advisor to discuss your goals today.
The right time depends on your goals, financial performance, growth opportunities, market demand and market conditions. A valuation will help you understand where your practice stands before starting the sale process.
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 amount of total value.
Potential buyers may include private equity-backed Orthodontic and Dental Support Organizations (OSOs and DSOs), regional orthodontic groups, strategic healthcare buyers and such. The buyer depends on your practice size, location, case mix and growth potential.
A leading orthodontic M&A advisor helps with valuation, buyer targeting, proposal review, negotiation, due diligence and closing support.