When purchasing a practice, it’s critical to build a strong team up front to support you through the process. A dental CPA, a dental attorney, a trusted lender and your CDA analysts are must-have recruits for your acquisition team – along with resources like this toolkit to help them help you.
Use this toolkit to cover key steps in the due diligence process before buying a dental practice. Once the acquisition is underway, the toolkit will guide you through until the purchase is finalized, with actionable items that can be delegated to your new dental team. If you have questions about these resources, please reach out to any CDA analyst.
- Forming a Group or Multi-Owner Dental Practice
- Buyer Due Diligence – Equipment Audit
- Buyer Due Diligence – Financial Audit
- Buyer Due Diligence – Patient Chart Audit
- Starting a Dental Practice Checklist
- Dental Incorporations – What You Need to Know
- Fictitious Business Name
- Writing Your Mission Statement
- Creating Your Practice Vision Statement
- Regulatory Compliance Manual
- Regulatory Compliance Checklist
- Dental Practice Marketing and Advertising 101
- HIPAA and California Health Information Privacy and Protection Laws Q&A
- Employee Manual Resources
- Patient Management Forms
- Legal Reference Guide
- Evaluating Dental Benefit Plans Checklist
- Dental Benefit Plan Handbook
- Required Employee Training
- Communication Protocols: Improve Patient Experience and Increase Case Acceptance