transition services
A powerful growth, entry and exit strategy.
Are you ready to create additional opportunities for practice growth throughout your career or an exit strategy for retirement? Our Transition service will guide the way with expert advice, comprehensive planning and the deliverables1 you will need from start to finish.
Complete and Personalized
To set the proper foundation for success, our expert advisors will help you to clarify your vision for a practice transition. This will include a complete analysis of your personal financial situation, and eventually that of your associate, to ensure the transition is aligned with the life goals you both have established.
To provide transparency for the transition, we perform in-depth financial modeling to illustrate the overall feasibility of the transition and the impact to net cash flow for both owner and associate throughout the process. We conduct a complete practice valuation2, guide the negotiation of partnership terms and draft complete transition documents for your legal counsel to review.
Further, we coach you and your associate through each step of the transition process, ensuring that your goals are balanced and accomplished, the value of your practice is enhanced and both you and your associate benefit mutually from the transaction. The final result is a well-planned and executed transition involving accelerated growth, an entry strategy for your associate and an exit strategy for you — the best in the dental marketplace today.
1Select deliverables require a local attorney to customize and execute at the client's expense.
2Valuation is not intended for use in litigation.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
