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It explains due diligence to assess whether a target practice fits career objectives, evaluates viability, and lists needed documents. It also covers planning the transition and maintaining production, including staff relations, patient communications, recall improvements, and cash flow management. 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Now, you should be ready to look at practices available for purchase and lay the foundation for a smooth transition to ownership.  \nThis workbook is your guide to the due diligence process that may help you identify the right practice, transition smoothly, and assume leadership. Included are guidelines for maintaining production, establishing business systems, marketing your practice, and monitoring practice performance.  \nHow we can help    \nLike we said before, we want you to be successful.  \nThat’s why we’ve taken our experience working with dentists like you to create tools that guide you through the process of evaluating, purchasing, and transitioning into a practice.  \nWe’re also here to help you through every step of your journey. If there’s something we can’t provide or answer, we’ll help connect you with the resource that can. Call us. Let’s talk about what you need—and figure out how to make it happen.  \nTable of contents  \nActivating your plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1  \nA. The practice acquisition process  \nB. Building your timeline  \nC. Acquisition timeline & checklist  \nD. Working with your acquisition team  \nConducting due diligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5  \nA. Your practice assessment  \nB. Does this practice meet your objectives?  \nC. Is the practice viable?  \nD. Final due diligence  \nE. Documents you need  \nTransitioning the practice ............................................................ 13  \nA. Staff relations  \nB. Patient communications  \nMaintaining production .............................................................. 16  \nA. Sudden impact strategies  \nB. Improving your recall system  \nC. Cash flow management  \nManaging staff ....................................................................... 19  \nA. Practice policies and guidelines  \nB. Healthy communications  \nEstablishing business systems ........................................................ 21  \nA. Team huddles  \nB. Preblocking for production  \nC. Financial arrangements  \nD. Monitoring practice performance  \nMarketing your practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25  \nA. Post-op phone calls  \nB. Asking for referrals  \nC. New patient communication  \nD. External marketing  \nCongratulations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29  \nThis workbook is for information only, and does not constitute, nor is it intended as a substitute for legal, tax, financial, or other professional advice. Any dentist interested in acquiring a practice should consult their personal attorney, accountant, and other financial and professional advisors.  \nActivating your plan  \nNow that you’ve defined your goals, developed your plan, and assembled your team, it’s time to put all that work into action and find your new practice.  \nThe practice acquisition process  \nAs a reminder of where you are now and what to expect next, refer to the flowchart below.  \n Prepare yourself   \nDefine your career path   Select team   Manage your financial profile   \nYou are here  \n Start practice search   \nIdentify practice   \nConduct due diligence   \nPractice assessment  \nReconsider “must haves”  \nDoes it meet your objectiv","cbCairKtrsbp0Gag","https://ap.wps.com/l/cbCairKtrsbp0Gag","pdf",508254,"English","# Table of contents\n## Activating your plan\n## Conducting due diligence\n## Transitioning the practice\n## Maintaining production\n## Managing staff\n## Establishing business systems\n## Marketing your practice\n## Congratulations","[{\"question\":\"What is the purpose of this workbook for dentists?\",\"answer\":\"It serves as a guide to the due diligence process and helps dentists identify the right practice, transition smoothly, and assume leadership.\"},{\"question\":\"What topics are covered during due diligence?\",\"answer\":\"The workbook addresses practice assessment, whether the practice meets objectives, viability, final due diligence, and the documents needed.\"},{\"question\":\"How does the workbook help with planning for ownership?\",\"answer\":\"It outlines activating your plan, building a timeline (typically nine to twelve months), and preparing transition planning, including staff relations and patient communications.\"}]","Acquiring a Dental Practice - Practice Success Series for Dentists | PDF",1790112527]