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Deal readiness scorecard

Diligence kills deals. Check the items below honestly — your senior broker will tell you what's missing and how to close the gaps before buyers see anything.

Your info

Your name

State

Target close

Financials

3 years of P&Ls reconciled to tax returnsBuyers and lenders will ask for both.

Add-backs and owner perks documentedNormalizes earnings for the buyer.

Monthly production/collections reports availableTypically from the PMS (Dentrix, Open Dental, Eaglesoft, etc.).

AR aging report current>90-day AR is a diligence red flag if high.

Operations

Staff roster with roles, tenure, compDrives transition planning and retention bonuses.

Fee schedule and payer contracts on fileEspecially PPO contracts and any capitation.

Lease or deed and any equipment financing docsReal-estate terms often drive timing.

Compliance & legal

HIPAA policies and recent risk assessmentTypically annual.

OSHA program and training logsRequested during diligence.

No pending licensure, board, or malpractice issuesDisclose early — hiding kills deals.

Team readiness

Clear post-sale plan (retire, stay on, partner)Buyer structure depends on this.

Key staff told (or not) — plan in placeConfidentiality is standard until LOI.

Family / spouse aligned on timingLate misalignment is a top reason deals die.

Anything you want the broker to know?

Confidential. A senior broker reviews your scorecard and replies within one business day with the gaps that matter most.

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