What Documents Are Needed to Sell a Dental Practice?

Proper documentation accelerates sales and maximizes value. Here's the complete checklist of documents buyers and lenders will require.

Financial Documents

• 3 years tax returns (business and personal)
• 3 years P&L statements
• Current balance sheet
• Year-to-date financials
• Production and collection reports (3 years)
• Accounts receivable aging
• Expense breakdown by category

Practice Statistics

• Active patient count
• New patient reports (3 years)
• Hygiene recall statistics
• Procedure code analysis
• Insurance mix breakdown

Legal Documents

• Lease agreement
• Equipment leases
• Loan documents
• Employment agreements
• Non-compete agreements
• Vendor contracts

Operational Documents

• Office procedures manual
• Staff list with tenure
• Equipment inventory
• Software/systems list
• Marketing materials

Clinical Records

• Patient record sample (anonymized)
• Chart audit results
• Treatment planning protocols
• Radiograph inventory

Bottom Line

Organize documents before listing. Digital organization in a data room speeds due diligence and demonstrates professionalism. This alone can save weeks in the sales process.

Document organization help? Contact DentalBridge.