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Services

Advisory built around oral surgery transitions.

Support is scoped to what you need — preparation, framing, process guidance, or diligence — with claims kept measured and confidential.

Sell-side advisory

Help owners and groups prepare for a confidential process: clarify goals, organize the story of the practice, identify likely buyer types, and stay disciplined through outreach and negotiations.

  • Transition readiness and narrative preparation
  • Process design with an emphasis on discretion
  • Support through buyer conversations and decision points

Buy-side advisory

Assist strategic buyers, DSOs, and expanding oral surgery groups evaluating OMS opportunities with clearer questions, cleaner assumptions, and oral-surgery-specific context.

  • Target and opportunity screening support
  • Deal questions grounded in clinical and operational reality
  • Decision framing before term sheets harden

Valuation & deal framing

Translate practice economics, referral dynamics, and growth assumptions into a practical conversation about value — useful whether you are preparing to sell, buy, or simply understand your options.

  • Structured review of drivers that matter in OMS
  • Clear framing for partners, counsel, or counterparties
  • Measured ranges and scenario thinking — not hype

De novo / start-up business plans

Business planning support for new oral surgery practices and expansion scenarios, including the operating and financial narrative lenders and partners typically expect.

  • Start-up and expansion plan structure
  • Market and operating assumptions review
  • Materials that support financing or partnership discussions

Diligence support

Focused help organizing information requests, anticipating common diligence themes in oral surgery transactions, and keeping the process orderly for both sides.

  • Diligence checklist framing for OMS deals
  • Document organization and response support
  • Issue spotting before small gaps become delays

Not sure which service fits?

Start with a confidential intro. We can map your situation to a focused scope — or tell you honestly if the timing is not right yet.