Dental 01 — Practice Transition
Transition without losing a day
Buying, selling or restructuring a dental practice touches every system at once. We run the operational side of the transition so patients, staff and cash flow never notice the change.
Capabilities
What the team owns
Pre-transition assessment
Chart volume, payer mix, fee schedules, staffing and technology reviewed before anything is signed.
Ownership structure support
Operational setup for the new entity — you keep 100% ownership and every clinical decision.
Systems migration
Practice management software, imaging, scheduling and documents moved with a tested cutover plan.
Staff continuity
Retention conversations, role mapping and recruitment for the gaps the transition exposes.
Payer continuity
Credentialing and enrollment sequenced so claims keep paying under the new ownership.
First-90-day plan
Production targets, KPI baseline and a weekly cadence for the first quarter of ownership.
Scope
Included in every engagement
Before
- Practice and revenue assessment
- Payer mix and fee schedule review
- Staffing and technology audit
- Transition timeline and risk map
During
- Software and data migration
- Bank, clearinghouse and vendor setup
- Staff onboarding and training
- Patient communication templates
After
- KPI baseline and dashboard
- Weekly operations review
- Denial and AR monitoring
- Quarterly growth planning
Outcomes
What changes for you
No production gap
Schedules stay full through the cutover instead of pausing while systems catch up.
Cash keeps flowing
Credentialing and billing continuity keep claims paying through ownership change.
Full ownership
You retain 100% ownership and clinical independence — we run the back office only.
Planning an acquisition or transition?
Send us the practice details and we will map the operational transition plan week by week.