The Dental Practice Acquisition Checklist
Buying a dental practice is not a single decision. It is a sequence of decisions where timing, verification, and coordination matter as much as price. This checklist is designed to keep buyers focused on the right actions at the right moment, before momentum or emotion takes over.
Rather than replacing professional advice, it helps buyers stay organized, avoid missed steps, and recognize when to slow down or move forward with confidence. It reinforces discipline around readiness, financial validation, due diligence boundaries, deal structure, and post-closing stability, the same areas where most acquisition mistakes occur.
Used alongside our Comprehensive Guide to Buying a Dental Practice, the checklist becomes a working reference buyers can return to repeatedly. It helps ensure critical details are addressed, advisors stay aligned, and the transition from evaluation to ownership remains controlled, deliberate, and well-supported.
Download the Dental Practice Acquisition Checklist
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About the Author
Andrea Berk is an entrepreneur and business strategist specializing in dental practice growth, operations, and practice transitions. She is the Founder of The Dental Shop, where she works closely with dentists at every stage of their careers to help them make smarter decisions around buying, selling, scaling, and optimizing their practices. Andrea brings a practical, real-world perspective to complex business challenges facing dental professionals today. Her work focuses on helping practice owners increase efficiency, improve profitability, and build long-term enterprise value—without losing sight of patient care or work-life balance. Andrea regularly publishes insights on dental practice management, business strategy for dentists, practice transitions, and entrepreneurship, offering actionable guidance designed to help owners navigate growth with clarity and confidence. When she’s not advising practice owners, Andrea is focused on building scalable systems and partnerships that elevate independent dental practices nationwide.
