Practice Transitions
KAD DENTAL TRANSITIONS
Whether through acquisition, merger or anything in between, practice transitions require expert guidance. The KAD Dental transition team will create an expertly crafted business transition plan that puts the goals, priorities, and strategies in place necessary for a successful transition.
TRANSITION SERVICES
Transaction Structuring/Exit Plan
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Tax Mitigation & Wealth Preservation
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Billing & Financial Forensics
Practice Valuation
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Due Dilligence & Closing
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Appraisals
Business Analysis/Strategic Planning
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Transition Negotiations
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Practice Transition
TELL US ABOUT YOUR TRANSITION
“Every business will face transition, the successful ones are prepared.”
~Haylee Davis, Principal
REASONS & TIMING FOR TRANSITIONS AND APPRAISALS
Many of our clients wonder when and why they will need to consider a transition for their practice. For some, the transition is expected because an owner wants to bring on a partner, bring an adult child or other relative into the business, retire, or otherwise change the dynamic of his or her ownership of the organization. Other times, the transition comes shockingly at the point of a death, disability, or divorce of an owner or other key employee. One o the most crucial elements to a seamless transition is preparation. If you own or manage a closely held practice, you should have a transition plan in place that covers everything from wealth preservation to disaster planning and everything in between.
Growth Planning
Partnership
Disability
Equity Planning
Wealth Preservation
Financing
Divorce
Practice Sale
Retirement Planning
Estate Planning