Acquisition Milestones
Practice Discovered
Feb 12, 2026
Found Sunset Dental via DentalBridge marketplace. 4 ops, 28 years established, Dr. Reyes retiring.
NDA Signed
Feb 14, 2026
Mutual non-disclosure agreement executed. Access to confidential financials granted.
Financials Received
Feb 18, 2026
3-year P&L, tax returns, and production reports received. DentalBridge analysis: Strong EBITDA at 24%.
Initial Offer Submitted $820,000
Feb 22, 2026
Offer submitted at 66% of annual collections. Included earnout provisions and 90-day transition clause.
Offer Negotiation In Progress — Day 8
Started Mar 7, 2026
Seller counter-offer expected. Broker indicated seller may accept $845K with standard transition terms.
Letter of Intent
Pending prior steps
Due Diligence Period (21 days)
Full financial, operational, and legal review
Purchase Agreement
Final definitive purchase agreement drafted and executed
SBA Loan Approval
SBA 7(a) application submitted to First National Bank
Final Walk-Through
Equipment inspection and final condition verification
Closing
Funds transferred, keys exchanged, ownership transferred
Financial Summary
Purchase Price (Offered)
$820,000
Down Payment (10%)
$82,000
SBA Loan Amount
$738,000
Est. Monthly Payment
$8,240
DSCR
1.84x ✓
Breakeven (Monthly)
$68,500
Communication Log
🏢 Broker — Dental Transitions Inc.
Mar 14, 2026
"Dr. Reyes has reviewed your offer. He's inclined to accept $845K with the standard 90-day transition. He also wants to discuss the equipment warranty..."
Open in Secure Messaging →
⚖️ Seller Attorney — M. Thompson, Esq.
Mar 10, 2026
"Please have your attorney review the attached lease assignment provisions. We'll need written consent from the landlord before proceeding..."
Open in Secure Messaging →
🏦 Loan Officer — First National Bank
Mar 7, 2026
"Your SBA pre-approval is confirmed at $900K. We'll need the final purchase agreement and 2025 tax return to begin formal underwriting..."
Open in Secure Messaging →
Your Deal Team
JS
Dr. Jane Smith
Buyer (You)
BA
Brian Anders, Esq.
Buyer Attorney
MT
M. Thompson, Esq.
Seller Attorney
RJ
Rita Johnson, CPA
Buyer CPA
KM
Kevin Mills
Loan Officer, FNB
DT
Dental Transitions Inc.
Broker
Next Actions Required
1
Respond to broker regarding counter-offer at $845K. Deadline: Mar 17, 2026.
2
Have attorney review lease assignment clause (Section 14.2) before responding to seller's attorney.
3
Send 2025 tax return to Kevin Mills (FNB) to initiate formal SBA underwriting.
Deal Documents
Mutual NDA
Signed
Letter of Intent
Draft
Financials Package
Received
SBA Pre-Approval
Complete
Deal Timeline
Estimated Close Date
May 15, 2026
Overall Progress
Start: Feb 12
36% complete
Close: May 15