What should you confirm locally?
- Who may own the professional entity and control clinical decisions.
- The buyer’s licensure pathway, facility permissions, and required notices.
- Records retention, custody, patient access, and transfer requirements.
- The treatment of employment and sale-of-business restrictions.
- Brokerage, real-estate, tax, and other requirements handled by the relevant authorities.
- Payer enrollment and contract conditions for the proposed entity and providers.
A dental board is not the sole authority for every business, real-estate or tax question. Use the responsible agency and the appropriate advisor for each topic.
Build your diligence checklist · Prepare to sell · Prepare to buy
Public market research is a starting point for private sale planning. Introduce the opportunity through a blind teaser and obtain an NDA before identifying the practice to a buyer. Set staff-communication timing and a responsible speaker before office visits. Coordinate third-party inquiries with that plan while allowing required notices and approvals to follow their proper timetable.