Dental Practice Sale Checklist

Dental Practice Sale Checklist
Complete this checklist to ensure your dental practice is ready for sale. Please provide details for each key area to facilitate a smooth transaction.
Practice Name
Practice Address
Street Address
Street Address Line 2
CityState / ProvincePostal / Zip Code
Legal Structure of Practice
Are all necessary legal documents (e.g., ownership, licenses, contracts) prepared and available?
Have up-to-date financial statements (e.g., profit & loss, balance sheet, tax returns) been prepared?
Equipment and Asset Inventory
Status of Patient Records Organization
Staff Transition Plan in Place?
Current Lease or Real Estate Status
Estimated Transition Timeline
Additional Comments or Notes
Should be Empty: