How it works
From a first conversation to real ownership.
There's no obligation to look, and nothing is shared until you sign a mutual NDA. Here's the whole path, start to finish — you set the pace.
The path
Four steps, at your own pace.
1 · Apply & talk
Tell us about your practice and we'll reach out for a no-pressure conversation. You learn how the group works and whether it fits before anything else happens.
2 · NDA & deal room
When you're ready to look at real numbers, both sides sign a mutual NDA and your private, encrypted deal room opens. Only then are terms and documents exchanged.
3 · Diligence & appraisal
You assemble a straightforward document set — with help from your accountant and attorney — and an independent appraiser values your practice. No patient records are ever collected.
4 · Join & own
You contribute your practice, receive equity valued at close, and start sharing in group distributions. You keep your team and your clinical judgment.
What changes, what doesn't
You keep the dentistry. You hand off the parts you choose.
You keep
- Clinical autonomy — how you treat and who you hire.
- Your team, your chair, your patients.
- Your name over the door, if you want it.
You can hand off
- HR, payroll, and benefits administration.
- Billing, collections, and insurance credentialing.
- Compliance, purchasing, and vendor contracts.
Inside the deal room
Your financials, handled the way they should be.
The deal room isn't a shared inbox. It's a purpose-built, encrypted workspace with the controls a transaction like this deserves.
Encrypted
Every document is encrypted at rest. Access is scoped to exactly the people you assign.
Auditable
A tamper-evident record logs every view and action — one you can review at any time.
Business only
We collect business records, never patient records. PHI is screened out by design.