Marcum has unique insights and experience on every facet of a dental practice transaction, both from the buyer’s and seller’s perspectives. From the early decision-making and planning stages to the final transition, we will be there to advise and assist you every step of the way.
Our focus is and always has been to help our clients achieve their financial goals. While each of the valuable services we provide may involve unique strategy, this is always our primary objective.
Questions?
Contact Angie Thomas at [email protected].
Dental Resources
Our knowledge of the dental industry and practice transitions process makes it possible for us to provide the information and tools buyers and sellers need to analyze options and make informed decisions.
Transition Services
Buyers and Sellers have unique needs and the team at Marcum understands and will devise a plan to best meet your goals and objectives.
We want to be different. We do not just want to sell your practice. We want to assist you with maximizing your practice profits and achieving the goals you desire for the next phase in your life.
We believe planning in advance is the key to reaching these goals. We also realize you want choices and you do not want a “cookie cutter” program forced on you. You want to be able to make decisions and be as involved in the process as you choose. This goes for buyers and sellers and it’s at the heart of all the services we provide.
For Buyers
We will assist you in finding a practice in the area you desire. We help you analyze risks and opportunities in the practice and help make informed decisions whether it is the best practice for you to acquire the practice based on your goals and desires. It may take you days, It may take you years. However long it takes for you to find the right practice, we’ll be there to assist you.
For Sellers
A goal without a plan is only a wish. Our mission is to assist you with devising a plan that will help you achieve your goals.
Transition Phases
We have divided our services into three phases which provide you with the options and choices you need:
Phase I
We analyze the practice, perform a baseline valuation and provide recommendations to maximize your practice profits, both while practicing and after the sale. Our goal is for you to work smarter not harder!
Phase II
This is the implementation process. You can choose to implement some or all of the changes we recommend, using your internal team or engaging us to assist you with the process.
Phase III
Practice Transition Phase. We will facilitate the process to help you identify a buyer.
After the sale, we will also provide the buyer with a few days of business coaching as they start their new venture.
What Our Clients Say
There were several times throughout the transition process that I had questions/concerns, the answers to which required either one member of the team’s input, or collaboration between team members. In all instances, their answers/input were timely and spot on. My thanks to all team members in navigating what could have been a very difficult process and making it pain free!!
Mine was a particularly difficult process as we’re having a 3 year buyout rather than a one time payment. But we were working with admirable people and the final results have been fabulous. Thank you for all your hard work. It was all greatly appreciated.
I have worked with this team and recommend them to colleagues when I can. It was only natural that when it came time to transition out of my current practice that they took the reins. I am glad I had their support and they have helped to make this an easy process.
Thank you so much. And thanks to you and the team for everything.
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