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Dental Tax, Advisory, & Practice Solutions

Dental Practice Startup & Ownership Evolution

Whether you’re ready to start a practice, buy-in, expand, or are preparing for your exit out of clinical dentistry, Aprio’s dental team is here to guide you through every step of the journey.

Startup guidance.

Transitioning ownership.

Expansion planning.

Financing resources.

Aprio helps dental professionals Account for Anything™

Ownership and growth of a dental practice are complex — but Aprio simplifies things with a holistic approach that aligns every part of your practice for success.

From building your own ideal practice and securing financing to planning associate buy-ins or practice expansions, Aprio’s dental team provides a strategic financial guidance, valuation experience, and trusted resources to help you maximize your practice. We deliver the industry acumen and comprehensive services you need to accelerate growth, expedite decision-making, and achieve optimal outcomes.

Our Solutions for Dental Practice Ownership and Expansion

Start-Up & Buy-In Roadmapping

We’ll provide you with clear action plans to support start-up or buy-in efforts, as well as offer guidance on implementation.

Dental-Specific Financing Guidance

Aprio’s dental industry specialists can help you boost profitability and connect with dental industry lenders across the nation.

Strategic & Financial Advisory

Access the insights and specialized resources you need to build and scale your dental practice, with Aprio guiding every step—from associate buy-ins to opening new offices and expanding operations.

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Financial Planning & Analysis

From forecasting software and methodologies to budgeting, cash flow management, and KPI analysis, Aprio provides the financial planning and analysis you need to guide expansion plans and drive growth.

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Practice Valuation Services

Our independent valuation process is driven by rigorous analysis and informed judgement, and we work across practice groups to deliver reliable practice valuations that stand up to even the toughest regulatory scrutiny.

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Succession Planning

If you’re considering retirement or exit, our team will provide the guidance, experience, and confidence you need to embark on your business succession planning journey.

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The Latest from Aprio

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Proven Results

Dental professionals and practice owners trust Aprio to help them navigate all aspects of transition and expansion.

$175M+ Advised in dental transition engagements

“I had heard and expected that a dental transition would be an unpleasant experience, but with Aprio, I experienced none of that.”

Frank Clayton, DDS, Clayton Dental
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See how Aprio helped an oral surgeon grow $2 million in revenue after acquiring a new practice

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Your Dental Practice Specialists

With over 60 years of combined experience serving the dental industry

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Dental Industry Resources

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Frequently Asked Questions

Why is a dental practice valuation important before a ownership transaction?

A dental practice valuation determines the fair market value of your practice. It helps sellers set an appropriate asking price, assists buyers in making informed offers, and provides a basis for negotiating terms. Accurate valuations also identify value drivers that can increase the practice’s marketability.

How can Aprio help owners expand their dental practice?

Aprio’s dental CPAs and advisors guide dentists through expansion planning to grow and scale their operations. We provide financial analysis, specialty tax planning, financing guidance, and advisory support to help clients achieve optimal financial outcomes.

How do I know if my dental practice is ready for an ownership change?

A practice may be ready for an associate buy-in or sale when the owner is planning retirement, seeking new opportunities, looking to pull back their clinical hours, or is ready to realize the financial value built over years of operation. Aprio helps evaluate timing, financial readiness, long-term wealth planning, and strategic considerations to create a smooth and successful practice evolution.

Gain a trusted partner in navigating this new chapter for your dental practice.

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