Concierge
DentalBridge Elite
A fully managed, white-glove practice transition. You stay focused on patients — our team handles valuation, outreach, diligence, negotiation, and closing.
One engagement, one team, one outcome.
Your Elite deal team runs the entire transition from engagement letter to wire transfer.
Engagement retainer from $15,000
Credited in full against the success fee at close. Success fee starts at 6% of transaction value, tiered down on larger deals.
How an Elite engagement runs
1
Discovery & engagement
60-minute intake call, engagement letter, and a kickoff with your named broker, attorney, and CPA.
2
Valuation & positioning
Full financial review, normalized earnings, and a targeted CIM (confidential information memorandum).
3
Controlled outreach
Named-buyer list reviewed with you. Only double-opt-in intros — no mass-blast.
4
LOIs & negotiation
Structured LOI process, side-by-side comparison, and negotiation support through terms alignment.
5
Diligence & documents
Shared deal room, diligence tracking, and purchase agreement review with your transaction attorney.
6
Closing & transition
Escrow, wire, and staff/patient transition plan. We stay engaged through the first 90 days of post-close handoff.
What's included
- Named senior broker as single point of contact
- Transaction attorney & CPA on the team
- Full valuation and confidential memorandum
- Vetted buyer outreach & LOI process
- Diligence tracking in a private deal room
- Lender & financing coordination
- Commercial real estate (lease or sale) support
- Staff & patient transition plan
- 90-day post-close handoff support