Dental Practice Seller's Checklist



This list will help you get started with the process of selling your dental practice.

– Remove any items not included in sale and replace, if necessary

– Check regulatory compliance status lease

– Review and accept offer from Buyer

– Review all Sales Contract documents

– Letter of transfer (introduction to patients) with Buyer’s approval

– Contact Lessor regarding lease-assignment or new lease in Buyer’s name

– Set up meeting between employees and buyer

– Employee issues including:

  1. Prepare statement of benefits due to employees
  2. Avoid giving raises; allow Buyer to give raises
  3. Wind up retirement plan contributions (if applicable) to allow buyer to come with a clean slate
  4. Pay employees for any unused vacation/sick leave

– Determine how Accounts Receivable will be collected

– Pay off any credit balances to patients

– Transfer any contracts relating to the practice to Buyer

– Transfer Seller’s unemployment rate to Buyer if beneficial to Buyer (see CPA) if, after closing date, Seller will not be paying payroll taxes in the State of California

– Prepare a notice to suppliers of transfer

– Transfer utilities into Buyer’s name

– Transfer telephone listing (including any Yellow Page ad) to buyer’s name

– Obtain a copy of certificate of insurance for malpractice or tail policy, if applicable

– Cancel any insurance that will not be needed after the sale

– Notify State Board [Georgia: 404-636-7553]

Want to learn more about selling your practice?

Check out our other helpful pages for potential dental practice sellers!

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