Acquisition / Dental practices
Independent practice advice from Balbir.CA
Bought the practice. Then discovered the problem.
Due diligence belongs before the offer — not after the deal is underway. Balbir.CA gives dentists an independent read on the practice, the price, and the risks before they commit.
The decision window
Due diligence must happen before you make an offer — while you can still review the appraisal, test the price, and decide whether the practice is worth pursuing.
01 / The risk
The price is not the whole risk.
A dental practice can look like a strong opportunity and still carry a price or operating reality that deserves a closer look. Three things matter before you put in an offer:
- 01
Seller’s market, real pressure.
It is currently a seller’s market for dental practices. The pressure to move quickly can make overpaying feel like the price of entry — and overpaying is a real, common danger.
- 02
The brokerage represents the seller.
Listing brokerages represent the seller and earn fees on the sale price. Their interest is a high price, not your protection as the buyer.
- 03
Your leverage shrinks after the offer.
Once an offer is submitted, your leverage and options shrink. Before you submit an offer is the only time you can meaningfully assess value and decide what you are prepared to pay.
That is why a buyer needs independent guidance. Balbir.CA helps you evaluate what is being presented and what the numbers, patients, equipment, lease, and transition arrangements really mean for you.
02 / What we review
A buyer’s review, before the offer.
We examine the information that shapes both the value of the practice and the reality you will take over:
- Appraisal review.A careful read of the appraisal and the assumptions behind the proposed value.
- Financial statements & tax history.The financial information supporting the purchase price, reported performance, and tax history.
- Quality & recurrence of patient revenue.How durable, repeatable, and well-supported the patient base and revenue really are.
- Equipment & condition.The age, condition, and relevance of the equipment you will inherit.
- Lease & obligations.The lease terms and related obligations that affect your operating costs and flexibility.
- Fee schedule & payer mix.The current fees and mix of payers behind the practice’s revenue.
- Staff & seller transition/support.The staff setup and what the seller will do to support continuity for patients, staff, and your first stage of ownership.
03 / Your next step
Make the offer with a clearer view.
A dental practice is more than a listing price. It is a patient relationship, a revenue model, a physical space, an operating setup, and a transition from one owner to another.
Contact Balbir.CA to run due diligence before making an offer. We will help you understand the opportunity, identify the questions that need answers, and make a more informed decision.
Before you put in an offer
Run due diligence while it can still help you.
Get an independent view of the dental practice before you make an offer.
Start your due diligence