Transition Readiness

Who gets a dental or orthodontic practice transition-ready for a sale?

An owner gets sale-ready by working the operational numbers a buyer prices, starting 16 months to 3 years before going to market. GME Dental Professional Services does this work for orthodontic and dental owners: a read on where value is leaking today, a roadmap built against what a buyer pays for, and quarterly check-ins through the runway to market.

The timing gap

Most owners get ready in the last 90 days. The buyer is pricing the last 24 months.

The late push makes sense. You want the numbers looking their best when you go to market. The value a buyer pays for was built long before the LOI, and the last 90 days only polish what is already there.

Recurring revenue, write-off percentage, documented add-backs, and whether the practice runs on systems or on you. Those trends take 18 to 24 months to build and show clean. None of them turns around in a quarter, and you will not win them back at the table.

What a buyer checks

Four things decide what your practice is worth.

Targets

The numbers to get in range before you list

These are the thresholds a readiness engagement works toward. Each gap between where you sit today and where these land carries a dollar figure, and that figure is what a buyer would otherwise take off the price.

98%
or more of what you are owed, actually collected
<5%
of accounts receivable sitting past 90 days. Past 90, recovery drops sharply
<35%
write-offs against production, above which price tends to slide
97%
or more of contracted revenue collected on an orthodontic book
Two ways to start

Depending on how far out you are.

*Scales with location count and complexity. Travel billed separately at cost.

The window

16 months to 3 years out is the work. Closer than that is triage.

Everything a buyer rewards is something you can build while you still run the practice for yourself. An owner 16 months to 3 years from a sale has room to move a recall number, clean up an aging report, document the add-backs, and hand a system to the team so the practice stops depending on one person.

Closer in, the honest answer is different. There is still value in knowing exactly where you stand before a buyer tells you, and in fixing what can be fixed inside the timeline you have.

Selling to a financial buyer? What private equity diligence reads →

Who runs it

Gretchen M. Estapa spent four years taking practices to market.

As a sell-side broker she brought practices to market, many of them practices she had already helped build on the operations side. She went on to design the operating model behind a franchise-like orthodontic concept, and since 2025 has run operational due diligence for buy-side clients of an investment banking firm. She knows what a buyer discounts, because she has sat in that seat too.

Gretchen leads every engagement. Specialists join based on what the work needs.

$158M
in transactions guided and practices prepared for transaction, pre-LOI through close
30 years
building professional service businesses, 15 of them in dental and orthodontics
320 / 650
practices and locations reached in total, including 120-plus practices across 350-plus offices led directly
Green Belt
Lean Six Sigma in Healthcare, the same discipline hospitals use to remove delay and error
Common questions

Sale readiness, answered

How far ahead of a sale should I start preparing?

16 months to 3 years. The trends a buyer prices, recurring revenue, write-off percentage, and how much of the operation depends on the owner, take 18 to 24 months to build and show clean. An owner who starts 90 days out is polishing what is already there rather than changing it.

What does a buyer check first?

How much of the revenue repeats, what you write off against production, whether your add-backs have documentation behind them, and whether the practice runs on systems or on you and one long-tenured team member. Those four decide the price more than the headline production number does.

What is the difference between the Value Gap Snapshot and Transition Readiness?

The Snapshot is a first read. A practice management system data pull and analysis plus a short discovery and readout call, no on-site observation, starting at $3,900. It surfaces the issues most likely to cost you at the table. Transition Readiness is the roadmap build, starting at $9,250, translating your numbers into a value-readiness plan with quarterly check-ins through the runway. The full Snapshot fee credits toward Transition Readiness if you sign within 45 days.

Do you sell the practice or broker the transaction?

No. GME does the operational work that decides what a buyer will pay. Listing the practice, running the process, and negotiating the deal belong to your broker or advisor, and this work runs alongside them. Gretchen spent four years as a sell-side broker, which is why the readiness work is built around what actually moves price rather than around a checklist.

What if I am already under LOI?

The honest answer changes. At that point the value is in knowing exactly where you stand before the buyer tells you, and in fixing what can be fixed inside the timeline you have. Tell us the timeline and we will say plainly whether the work is worth doing.

What does it cost?

GME's Value Gap Snapshot starts at $3,900 and Transition Readiness starts at $9,250. Both scale with location count and complexity, and travel is billed separately at cost. Quarterly check-ins through the runway are priced separately.

Want to know where you stand?

Start with the free Sale Readiness Self-Check. 7 numbers, one page, scored green, yellow, or red, with the target for each one and what a buyer reads into it. Separate versions for orthodontic and general dental.

Get the self-check