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Key Considerations for Selling Your Practice Before 2026
By Rod Strickland, DDS | Legacy Practice Transitions
At Legacy Practice Transitions, we understand the complexities of dental practice transitions, and we continue to dedicate personalized guidance through these pivotal moments, including strategic foresight and custom solutions. Given the evolving financial landscape, particularly the expiration of certain provisions of the Tax Cuts and Jobs Act at the end of 2025, we believe it is crucial for dental practice owners who are towards the end of their career to consider the timing of their practice sale carefully. Our experience over the past 30 years has positioned us uniquely to assist you in navigating these changes for an optimal transition.
1. Maximize Capital Gains Tax Benefits: The favorable capital gains tax rates available now are an opportunity to maximize the financial outcome of your practice sale. With rates expected to rise post-2025, acting sooner could significantly benefit your retirement and financial planning.
2. Leverage Lower Income Tax Rates: Selling your practice before the end of 2025 enables you to take advantage of the current lower income tax rates, potentially offering a more advantageous tax treatment of your sale proceeds.
3. Strategic Planning for Your Legacy: Our consultative approach focuses on your unique goals,
including retirement planning, estate considerations, and the legacy you wish to leave. We understand
that your practice is more than a business; it’s a lifetime of work that deserves careful planning to
maximize its value.
4. Benefit from Current Market Dynamics: The demand for dental practices, influenced by both individual buyers and DSOs, creates a favorable selling environment. Our expertise in the market allows us to position your practice advantageously, ensuring a transition that meets your expectations.
5. In the next 5 years there will be more and more dentists retiring. The law of supply and demand will dictate that prices will come down as the supply of dental practices for sale increases.
How We Can Help:
At Legacy Practice Transitions, our team is prepared to offer you a custom transition solution that aligns with your specific needs and goals. As just one example, we offer a Pre-Sale Program where you can sell your practice now, and continue working in it for several years to come if you so choose.
From valuation through to the successful sale of your practice, we’re here to ensure a seamless transition process.
If you are anywhere near considering selling or retirement, we recommend consulting with us as early as possible to begin discussing your transition plan. Together, we can explore how the upcoming tax changes might impact your decision and strategize for the most beneficial outcome.
With over 100 years in the fields of dentistry, practice transitions, consulting, and financial planning, Legacy Practice Transitions is devoted to helping you achieve the best possible dental practice transitions as a buyer or seller. Our Practice Transition Consultants will assist you in determining your personal and professional needs, make sound recommendations on appropriate transition programs, and provide comprehensive support at every step.
For a personalized consultation and to explore your options with seasoned professionals, reach out to Dr. Rod Strickland at (843-501-2030) or via email at Rod@LegacyPracticeTransitions.com
