Marcum has unique insights and experience on every facet of a dental practice transaction, both from the buyer’s and seller’s perspectives. From the early decision-making and planning stages to the final transition, we will be there to advise and assist you every step of the way.

Our knowledge of the dental industry and practice transitions process makes it possible for us to provide the information and tools buyers and sellers need to analyze options and make informed decisions.

Our focus is and always has been to help our clients achieve their financial goals. While each of the valuable services we provide may involve unique strategy, this is always our primary objective.

Buyers

There are a plethora of things to consider when you’re looking to buy an existing dental practice. Marcum can provide the guidance you need to successfully navigate the purchase process.

One of the most important decisions you will face in your professional career, is to “Buy or not to Buy.” Not every practice you prospect will be the right one for you. Our knowledge of the dental industry and practice transitions will help guide you through the process of this lifelong decision. Although there are no assurances or guarantees as to future performance, we will provide you with the information and tools you need to analyze your options and make an honest and informed decision.

We will assist you performing the following major steps in the process:

  • Review and discuss the purchase price
  • Analyze projected cash flow
  • Compare financial data to industry data
  • Assist with analyzing practice and patient information
  • Analyze and discuss the terms of the purchase and non-compete agreements
  • Provide the names of lenders and attorneys
  • Discuss entity selection and future tax matters

Sellers

There’s far more to selling a practice than simply calculating a value and posting your practice for sale. Marcum can help you optimize your practice for the best value and facilitate a smooth transition for you.

The time has come to enter the next phase of your life. One of the most important decisions you will make is when you will sell your practice. Whatever your personal motivation, our goal is to assist you in maximizing your practice profits and help you plan wisely for the future.

We understand that each transaction is unique and our knowledge of the industry and practice transitions will streamline the process and offer you the security of knowing you have an honest and loyal partner who is committed to assisting you in achieving your goals.

Our experience allows us not only to obtain potential buyers but also supply all parties with the information they need to quickly analyze the transaction and make an informed decision – reducing your time and stress.

For clients with a known buyer, we have designed a program to facilitate every subsequent step in the transition process. Whatever your specific circumstances may be, our team can offer valuable guidance and support.

Transition Services

Buyers and Sellers have unique needs and the team at Marcum understands and will devise a plan to best meet your goals and objectives.

We want to be different. We do not just want to sell your practice. We want to assist you with maximizing your practice profits and achieving the goals you desire for the next phase in your life.

We believe planning in advance is the key to reaching these goals. We also realize you want choices and you do not want a “cookie cutter” program forced on you. You want to be able to make decisions and be as involved in the process as you choose. This goes for buyers and sellers and it’s at the heart of all the services we provide.

For Buyers

We will assist you in finding a practice in the area you desire. We help you analyze risks and opportunities in the practice and help make informed decisions whether it is the best practice for you to acquire the practice based on your goals and desires. It may take you days, It may take you years. However long it takes for you to find the right practice, we’ll be there to assist you.

For Sellers

A goal without a plan is only a wish. Our mission is to assist you with devising a plan that will help you achieve your goals.

Transition Phases

We have divided our services into three phases which provide you with the options and choices you need:

Phase I

We analyze the practice, perform a baseline valuation and provide recommendations to maximize your practice profits, both while practicing and after the sale. Our goal is for you to work smarter not harder!

Phase II

This is the implementation process. You can choose to implement some or all of the changes we recommend, using your internal team or engaging us to assist you with the process.

Phase III

Practice Transition Phase. We will facilitate the process to help you identify a buyer.

After the sale, we will also provide the buyer with a few days of business coaching as they start their new venture.

There were several times throughout the transition process that I had questions/concerns, the answers to which required either one member of the team’s input, or collaboration between team members. In all instances, their answers/input were timely and spot on. My thanks to all team members in navigating what could have been a very difficult process and making it pain free!!

Mine was a particularly difficult process as we’re having a 3 year buyout rather than a one time payment. But we were working with admirable people and the final results have been fabulous. Thank you for all your hard work. It was all greatly appreciated.

I have worked with this team and recommend them to colleagues when I can. It was only natural that when it came time to transition out of my current practice that they took the reins. I am glad I had their support and they have helped to make this an easy process.

Thank you so much. And thanks to you and the team for everything.

Contacts

Select the region to view contacts.

Gerald M. Appel

Gerald M. Appel

Partner

  • Tax & Business
  • Cleveland, OH
Matthew S. Bavolack

Matthew S. Bavolack

Healthcare Services Leader

  • Advisory
  • New Haven, CT
Ray  Brune

Ray Brune

Partner

  • Assurance
  • St. Louis, MO
Maryann  Czarnota

Maryann Czarnota

Partner

  • Tax & Business
  • Deerfield, IL
Bradley R. Gilmore

Bradley R. Gilmore

Office Managing Partner

  • Tax & Business
  • St. Louis, MO
Robert  Mercola

Robert Mercola

Partner

  • Tax & Business
  • Deerfield, IL
Lori  Plescia

Lori Plescia

Partner

  • Tax & Business
  • St. Louis, MO
Robert  Schmidt

Robert Schmidt

Partner

  • Tax & Business
  • St. Louis, MO
Joel  Weltman

Joel Weltman

Partner

  • Tax & Business
  • St. Louis, MO
James  Thomas

James Thomas

Partner

  • Tax & Business
  • St. Louis, MO
Brian D. Tortolano

Brian D. Tortolano

Partner

  • Tax & Business
  • Providence, RI
Justin  Work

Justin Work

Partner

  • Tax & Business
  • St. Louis, MO
Michael   Zepf

Michael Zepf

Director

  • Tax & Business
  • Providence, RI