Free guide for acquisition evaluators

What to ask for that is not in the CIM.

A CIM tells you what the practice earned. A quality of earnings report tells you whether those earnings are real. Neither one tells you whether the operation holds together once the seller stops carrying it. That is the read this guide covers.

9 requests a seller can pull in an afternoon, all from the practice management system
For each one: what a good answer looks like, what a weak answer looks like, and what the weak answer costs
An orthodontic add-on section, because contracted revenue reads differently
A 20-minute version for when you only get one call with the seller
14 pages. No form-fill required after the download.

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Where this comes from

Every request in the guide traces to pre-close operational reviews run on live dental and orthodontic targets, pre-LOI through close. The benchmarks stated as ours come from our own practice reviews. Outside figures carry their source and date.