Get the free CONFIDENTIAL PRACTICE TRANSITION WORKSHEET

CONFIDENTIAL PRACTICE TRANSITION WORKSHEET 1. CLIENT INFORMATION Are you the Buyer or the Seller in this transition? 2. ADDRESS OF THE PRACTICE INVOLVED IN THIS SALE: List all telephone numbers into

How to fill out confidential practice transition worksheet

Who needs confidential practice transition worksheet?

1. Dentists or dental practice owners who are planning to transition their practice to a new owner or partner.
2. Dentists or dental practice owners who are looking to bring in a new associate or partner into their practice.
3. Dental practice brokers or consultants who are assisting in the sale or transition of a dental practice.

How to fill out confidential practice transition worksheet:

1. Begin by gathering all the necessary information. This may include financial statements, tax returns, practice statistics, equipment lists, staff information, and any other relevant documents.
2. Start filling out the worksheet by providing basic practice information such as the name of the practice, location, contact details, and the current owner's name.
3. Proceed to fill out the financial section of the worksheet. This may include revenue and expense figures, accounts receivable, accounts payable, and any outstanding loans or liabilities.
4. Include information about the practice's patient base. This may involve providing the number of active patients, patient demographics, and any notable trends or patterns in patient care.
5. Describe the physical assets of the practice, such as dental equipment, furniture, and fixtures. Include details about their condition, age, and estimated value.
6. Provide information about the staff and personnel of the practice. This may involve listing their names, positions, roles, and any relevant contracts or agreements.
7. Include any contractual obligations or agreements related to the practice, such as lease agreements, supplier contracts, or partnership agreements.
8. Fill out the timeline section of the worksheet, outlining the desired timeline for the practice transition. This may include target dates for finding a new owner, completing negotiations, and finalizing the transition process.
9. Lastly, review the completed worksheet for accuracy and completeness. Make sure all relevant information has been included and double-check for any errors or omissions.

Remember, the confidential practice transition worksheet is a vital tool in facilitating the smooth transition of a dental practice. It helps ensure that all necessary information is gathered and organized, allowing for a more seamless and efficient transition process.

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