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Buying a Dental Practice | Due Diligence Studies

Our Approach

Summit Accounting Solutions comes alongside dentists who are making important decisions about a future practice transition.  We understand the magnitude of this process, as well as the important factors to consider in the purchase or sale of any practice.

Our approach to due diligence analysis is unique in that we have the combined experience of CPAs along with practical experience in the dental industry. Key members of our team have previously worked in highly successful dental offices and understand how accounting procedures work with practice management processes and systems.  We take a comprehensive look at all factors that tell the story of a practice:


We Ask The Questions

We conduct comprehensive interviews to your professional staff.

We Verify the Financials

We provide a full analysis of financial statements and other relevant documents against the proposed financials of a practice’s sales offer.

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financial planning puzzle piece

We Look at The Big Picture

This involves analyzing practice financials in both insurance reimbursement contracts and receivables. It also involves looking at the practice’s internal controls of cash flow.

We Help Dentists Make Wise Decisions

Our accounting team at Summit Accounting Solutions is made up of experienced Certified Public Accountants (CPAs) and Certified Fraud Examiners (CFEs) with direct experience working in and with dental practices.

dental staff