Your Practice. Your People. Your Legacy.
Navigate your dental practice transition with a peer who protects your life’s work.
We’re Not Your Typical Brokers;
We’re Your Clinical Peers & Advocates
At Legacy Practice Transitions, we look at practice transitions through a different lens. Over 50% of our consulting team carries a DDS or DMD credential. We understand the physical, operational, and emotional realities of the chair because we’ve lived them.
We employ an approach called objectives-based transitions to help match and align the interests of buyers and sellers. But we are not dual-party representatives pushing both sides toward a neutral middle. Instead, our dental practice transition consultants operate as single-agency advocates. We use our deep strategic intelligence to guide you through the intricacies of buying or selling a dental practice, ensuring your interests are fiercely protected with zero conflicts of interest.
Do You Want a Transaction, or Do You Want a Legacy?
Whether you’re looking to step into ownership, expand through mergers or satellite locations, or transition into retirement, Legacy Practice Transitions helps doctors across the country accomplish their goals. Our educational and consultative approach allows you to make an informed decision at every step along the way.
Our team helps you realize your vision while aligning you with like-minded colleagues and industry-specific partners. When working with Legacy Practice Transitions, we implement proven processes with one goal: a transition that feels like a success financially and emotionally. That can look different in different situations, but our consultants understand the intricacies of each transition and are prepared to help walk you through custom transition solutions.
For Sellers: Guarding Your Equity and Your People
When you begin the process of selling dental practice assets, you are often barraged by high-pressure offers from corporate companies that buy dental practices to turn them into clinical assembly lines. While there are situations in which selling your practice to a DSO is the right decision, you need to be aware of all your options. We protect you from the trap of assuming that selling to a DSO is the only option you have. Our extensive reach connects you with a curated pool of serious, like-minded clinicians who will honor your standard of care while maximizing your net-wealth outcome.
For Buyers: Acquiring with Financial Confidence
If you are actively looking to buy a dental practice or browsing listings for a standalone dental practice for sale, you shouldn’t feel like you are “buying a secret.” We eliminate the guesswork by providing clear, market-validated data, defensible valuations, and a strategic vision so you can buy dental practice opportunities that are built to thrive long after the closing table.
Strategic Guidance for Every Stage of Your Career
We replace luck with proprietary, documented systems. Our tailored solutions provide a clear roadmap across all types of dental transitions:
- Preparing for Retirement: Comprehensive exit strategies engineered to capture your sweat equity and secure your staff’s future.
- Mergers & Acquisitions: Calculated growth strategies to scale your footprint, merge independent offices, or absorb satellite locations.
- DSO Advising & Consultation: Objective, single-agency advocacy to help you evaluate and negotiate corporate alignment offers without losing your autonomy.
- Partnerships & Associateships: Structuring clear, non-adversarial agreements that align incoming talent with your long-term vision.
The Legacy Protection Plan: Never Wonder What Your Life's Work is Worth
Your practice is likely your largest financial asset; but many owners leave its protection to chance. The Legacy Protection Plan keeps a finger on the pulse of your equity by providing an annual update to your dental practice valuation at no additional cost.
Whether you are forecasting the ideal timeline to step away or simply need peace of mind for unexpected life events, keeping a real-time view of your practice value allows you to respond proactively to changing market conditions. Our experienced dental transition consultants deliver precise, defensible modeling that your wealth managers, financial planners, and accountants can seamlessly integrate into your overarching retirement strategy.
What Our Colleagues Say
Over our firm’s lifespan, we’ve helped thousands of dentists through the process of practice transition, whether buying or selling, with a portfolio of success stories in excess of $400 million. Here’s what just a few of our clients have had to say:
“Working with Nate was an exceptional experience. He makes you feel like family and wants the best for his clientele! He is extremely knowledgeable in the dental field and puts forth a lot of time in understanding all documentation involved.”
“The Legacy team assisted me through the transition of my practice to another dental practitioner. I found Blake to be very attentive. He was thorough in all aspects of the practice analysis and able to assess both seller and purchaser’s needs. He was a great asset in transitioning my practice demonstrating good communication, honesty, and determination to obtain the best results for both parties.“
“Nathan listened to what I desired to transition my dental practice. Diligently worked to bring prospective dentists to my office. Professionally moderated two doctors and their attorneys to a mutual agreement. I highly recommend Nathan to have the opportunity to help your transition!”
“Prior to my transition, Dr. Joe Massa came to my study club and did a presentation on different types of practice transitions. Several doctors from the study club have since used Joe and Legacy to help guide them in the type of transition they wanted to accomplish. Joe and his team put the purchase contract together and the transfer was seamless. I highly recommend Joe and his group to help with any practice transition and contracts!”
"Nate Courtney was incredibly easy to work with, which made the acquisition process remarkably seamless. His open communication and proactive approach helped us navigate challenges effortlessly, ensuring a smooth transition for everyone involved."
"Choosing to work with Nate, to transition my practice, was the best career business decision I could make. Nate understood the value of my sweat equity, allowing me to receive the best price along with the best tax advantage. Nate is, simply, awesome."
"I just purchased an office with the help of Rod Strickland. He has been very easy to work with and was an excellent communicator throughout the entire process. I've spoken to countless brokers but Rod stood head and shoulders above the rest. I would absolutely recommend him."
"Legacy Practice Transitions handled the sale of my Orthodontic practice. I cannot say enough about Erick and Kim and how comfortable they made the transition. They were always responsive and always available. All questions and issues were handled and resolved. I also appreciate their recommendation of very competent legal representation. In the end I consider them as friends. Highly recommend."
"Rod Strickland was very helpful with selling my practice. He made the whole process very easy and straight forward. He also gave me great advice being a first time seller. I could not have done it without him. He also had a LOI within a week of listing. Highly recommend him."
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Ready to Take the Next Step?
Legacy Practice Transitions offers a full suite of advisory services backed by over 30 years of business stability and 250 combined years of industry experience. Our educational, consultative approach ensures you remain the author of your own career path.
Complimentary Consultation
Legacy Practice Transitions offers a full range of services to support you throughout your dental career — whether you’re buying, selling, partnering, or planning for retirement. With over 30 years in business and more than 250 combined years of industry experience among our consultants, we provide the expertise you need to create a personalized dental practice transition plan.
Our consultative, educational approach ensures you can make informed decisions that align with your goals. Call today to speak with your local Legacy dental broker and take the next step toward a successful transition.
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