Dental Practice Due Diligence
Dental Practice Transitions
Are You Looking at Buying a Dental Practice?
As your buyer’s agent, JoAnne’s support includes helping you communicate your needs to the owner who is selling his or her practice or to another broker representing the seller.
There are so many nuances to purchasing a dental practice that navigating through the process can be overwhelming for most buyers. Simply understanding the documents that are presented by sellers or other brokers can be a daunting task. JoAnne helps you make sense of this information and can help you determine if a practice opportunity is right for you. She recognizes that this may be one of the most important decisions you ever make.
Even after your purchase, the Tanner Management Team is there for you as a trusted adviser. They will help address those common transitional issues that could seem overwhelming if you try to do it alone.
Call Tanner Management for assistance in dental practice due diligence
- Chart audit including verification of active patients
- Review of Dental Treatments provided
- Recommendations on how to grow the practice
- Evaluating key practice vital signs
- Determining the number of active patient
“We have referred a number of clients to Joanne Tanner for assistance with “due diligence” when contemplating the purchase of a Dental Practice and have been very satisfied with her services. She also has invaluable knowledge with respect to counseling new owners of dental practices with respect to how to preserve goodwill and move the practice in a positive direction. Ms. Tanner is also very knowledgeable and skilled in handling staff, especially when the practice needs some assistance to get everyone on the same page and to pursue the same objectives.” Ron Goldman, Attorney at Law, Goldman Law
“From the beginning of my dental practice acquisition to my 3rd year into my practice now, Joanne from Tanner Management has been with me through every step of the way. Initially when I had reached out to her, she met me at the practice I was interested in purchasing, where she helped me with the process of what to look for and if this practice was the right fit for me. I was clueless. I didn’t know anything about dental insurance, staff management, collections from patients or how to even approach them. I’ve only done dentistry since graduating 14 years ago. She plugged me in with the right people to help me make this strong decision. Now, I appreciate the help of her coaching skills for both my team and I, for helping us understand the business by reviewing our monthly numbers with us, training us on how to increase production and keeping us on track to help us in the areas we need to work on including hiring staff, marketing. Most of all, Joanne believes in me, she believes that I will thrive, and cares about the well being of this practice and me.” Anna Yi, DDS
“JoAnne’s knowledge and experience were essential in guiding me through buying a dental practice. I would highly recommend her to help anyone looking to perform due diligence on a possible practice purchase.” Jordan Lamberton, DDS, Napa, CA
“JoAnne Tanner is one of the dental pros that you need to know!” Haden Werhan, CPA/PFS www.thomasdoll.com
To find out more about how JoAnne Tanner, MBA can help you purchase a dental practice you’ve always wanted or schedule an obligation free dental practice management consultation, please contact us or call us at 916-791-2720.