Practice Ownership Advisors
with Chris Marshall
Practice Ownership · Beginner, Intermediate · Coaching/Program
AI Researched CE Compass Brief
AI Researched Review Brief
Practice Ownership Advisors is a buyer side advisory service built around the question every future owner has to answer: is this practice worth buying? Dr. Chris Marshall evaluates practices from the buyer's side of the table, then works one on one with the dentist through the search, negotiation, and closing.
What makes the experience different:
- Work directly with Dr. Chris Marshall, a Tennessee based dentist who studied accounting before dental school, bought and later sold his own practice, and has evaluated hundreds of practices across the United States and Canada.
- Get independent clinical and operational due diligence from an advisor who works only for buyers and is not a broker.
- Receive a written evaluation for each practice you consider, each ending in a clear verdict to buy, renegotiate, or walk away.
- Choose the level of support that fits: a single evaluation, a one hour strategy call for students and early career dentists, or full support from first listing through closing, with advisory calls at each milestone and email support in between.
- Add an in person site visit to check operatories, equipment, charts, and the schedule against the seller's materials, or post transition consulting that uses your original evaluation to find what to fix first.
Best practical takeaways:
- A clear buy, renegotiate, or walk decision on each practice you consider
- Offer, letter of intent, and negotiation strategy
- Verification of seller and broker claims during due diligence
- A comparison of financing options from competing lenders
- A sense of whether the price fits your expected take home pay
- A closing checklist walked through step by step
- A plan for the early problems that often follow a transition
Program distinction: Practice Ownership Advisors is not a course, a brokerage, or a replacement for your attorney and CPA. Its value is having a dentist with a financial background in your corner, so practice evaluation, due diligence, negotiation, financing, and closing support are all handled from the buyer's perspective in one relationship. Dr. Marshall also shares his approach through the Associate Dentist to Owner Podcast and his book, Buying Freedom: The Dental Practice Purchase Handbook.
Best for: associates and early career dentists who plan to buy a practice within the next year, or who are weighing a specific practice, buy in, or partnership offer and want an independent second look before signing. Dental students and newer dentists still planning their path can start with the strategy call to sort out personal finances, timing, and what to look for.