Before You Sign: Free Acquisition Risk Checklist | Ideal Practices

Free Download for Associate Dentists

Before You Sign,
Read This.

The Acquisition Hidden Risk Checklist covers 7 due diligence categories most buyers skip. Download it free before you go further on any practice you're evaluating.

  • Used by associate dentists across the country
  • Built from 900+ acquisition and startup consulting engagements
  • Covers the items brokers rarely bring up before the deal is done
Stephen Trutter, CEO of Ideal Practices
Stephen Trutter CEO, Ideal Practices — 900+ practice launches

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What we see every week

A good deal on the wrong practice
is still the wrong decision.

Most buyers evaluate whether the numbers work. That's the wrong starting point. The dentists who end up in trouble didn't necessarily overpay. They bought a practice that was priced fairly and spent years trying to make it fit a vision they had before they signed.

01

The commute they didn't think through

45 minutes each way sounds manageable before you own a practice. Three years in, with a family and a full schedule, it's the thing they mention first when asked what they'd change.

02

Patients who were loyal to the seller, not the practice

The patient count looked healthy at closing. Six months later, the attrition made clear that a significant portion of those relationships belonged to the seller. That revenue doesn't come back quickly.

03

A reputation they inherited but didn't choose

Every practice carries the reputation the previous owner built. If that reputation doesn't match the kind of dentistry you want to practice or the patients you want to attract, you're starting from a deficit.

04

Cash flow that looked solid until credentialing ran out

The practice was profitable. What nobody calculated was the 60 to 120 day window between closing and the first in-network paycheck. For a practice doing real volume, that gap is not a rounding error.

05

Staff who stayed through closing and left within the year

Underpaid staff and seller-loyal team members are post-close turnover waiting to happen. The cost isn't just rehiring. It's patient continuity, culture, and your reputation in the first twelve months of ownership.

The checklist covers what to look for in each of these areas before you're in due diligence and already emotionally committed.

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Stephen Trutter, CEO of Ideal Practices

From Stephen Trutter, CEO

"A good deal and the right practice aren't the same thing. I've seen dentists close on practices that were priced fairly and spend years trying to make them fit a vision they had before they signed. This checklist exists to slow that process down before you're emotionally committed to something that isn't right for you."
Stephen Trutter CEO, Ideal Practices  ·  900+ practice launches  ·  Author, The Startup Dentist
900+ Practice launches
20+ Years in dental consulting
13 Stage process, both paths

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