Dental Practice Purchase Checklist

When purchasing a dental practice, the banker and your CPA will be looking at the practice data.

However, do you really know what you are buying?

  • Does any of the equipment need replacing within the next couple of years?
  • Does the office properly diagnose and present treatment? Evaluate at least 50 charts (depending upon the size of the practice).  Does your practice philosophy match the sellers? Do they “under-diagnose” or “overdiagnose”?
  • How much pending treatment is there on the active patients?
  • Do you know how many active patients are in the practice?
  • Where do the patients currently come from primarily? (Is the current doctor heavily involved in a community or religious group that provides a steady stream of new patients?)

Other things to consider include:

  • What outstanding bills for labwork, supplies, or equipment are outstanding?
  • Does the office have any ongoing service contracts with suppliers, Medical waste providers, other service providers, or Yellow Pages, or website companies?
  • Who will handle any “redo’s” on treatment and within what time frame will they cover it?


For a detailed list and help with the practice purchase, call Tanner Management  916-791-2720

or email




JoAnne Tanner of Tanner Management is an excellent practice management consultant for dental practices. Her professionalism, integrity, and dedication are second to none. Most importantly, she truly cares about her client’s success. With each area, whether it is working with the marketing/SEO group to optimize the results, the staff with training them on selling or efficiency, or the business plan and strategy for the next several years, to name a few areas of expertise, JoAnne is very knowledgeable and intuitive. Having worked with many different types of general dental practices and all of the dental specialties over many years, she is very resourceful and the consummate professional.

Gerald M. Marlin, DMD, MSD

JoAnne worked with my team and brought my practice to a level of success I never thought I could achieve. I have increased production and net collections by over 24%. Even in these tough times, JoAnne has shown me success is very attainable.

Paul Fillet, DMD, San Ramon, CA

I wanted to thank you again for our meeting. I think it went really well and it would not have been anywhere as effective without you. I really believe you are, as I thought you would be, the perfect fit for what our needs were and are at this time, not a cookie cutter consultant. I know how important it is to keep the positive momentum going and continually working to make it better. Again, thanks for all your help and expertise.

Anne Becker, DDS, Oakland, CA

Very informative! JoAnne is very enthusiastic and knowledgeable on every aspect of dentistry and success in the office.

Today’s Dental Care, Jerome, ID

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