How to Prepare Your Practice for Sale (Fast)

Quick preparation can increase your sale price by 10-20%. Here's a fast-track plan to get your practice market-ready.

30-Day Quick Wins

• Clean and organize: First impressions matter
• Update website: Fresh photos, current hours
• Review online presence: Google Business, reviews
• Organize financials: 3-year P&Ls ready
• Staff meeting: Share timeline (if appropriate)

60-Day Improvements

• Equipment maintenance: Fix broken items
• Chart cleanup: Complete pending treatment plans
• Recall push: Activate inactive patients
• Update systems: Software current versions
• Document protocols: Create operations manual

90-Day Value Boosters

• New patient campaign: Boost recent numbers
• Hygiene optimization: Increase recall compliance
• Case acceptance: Focus on big cases
• Expense review: Cut unnecessary costs
• Professional valuation: Get formal appraisal

Financial Preparation Checklist

• 3 years tax returns
• 3 years P&L statements
• Current balance sheet
• Production/collection reports
• New patient tracking
• Active patient count

Bottom Line

Even 30 days of focused preparation improves sale outcomes. The most important step: get your financial records organized and accurate. Everything else is secondary.

Preparation guidance? Contact DentalBridge.