Dental practice transitions · San Diego

Dental practice transitions, and what happens next.

Over 20 years of sitting across the desk from dentists — before the sale, during it, and in the quiet conversation afterward about what they would have done differently.

Published thinking

Two papers on independent dentistry.

Written for dentists who own their practice and want to understand the ground they are standing on. Free to read in full. Nothing to register for.

I Paper One

The Renaissance of Dentistry

What is actually changing in independent dentistry — consolidation, economics, and why the profession looks different than it did a decade ago.

Read Paper One

II Paper Two

The Roadmap

The practical follow-on: what an owner can do about it, in what order, and how those decisions look years later when it is time to sell.

Read Paper Two

Who I am

Where this comes from.

Over 20 years in dental practice transitions in San Diego.
Several hundred practices bought and sold — and the conversation with the doctor after almost every one of them.
Represented dentists to the California Dental Association, one of the largest dental associations in the world, and worked with dentists on the business side of their practices through its insurance arm, TDIC.
Licensed California broker, DRE #01926047.

Not a coach, not a software founder, not a DSO executive.

Free tools

What is AI going to say about your practice?

Type your own practice's domain and see what's actually findable right now — and what's missing — the way a patient's AI assistant would see it. Free to run. Nothing saved, nothing sold to you.

Run the free AI audit

Free tools

The Pie Calculator.

The arithmetic from Paper Two, made live. Three recoverable lines — hygiene hours, treatment already accepted, and calls that go unanswered after hours. Change every number to yours; the structure holds even if the defaults don't.

Recovered hygiene hours

Hygiene hours recovered per week

Production per hygiene hour ($)

Working weeks per year

Recovered unscheduled treatment

Accepted-but-unbooked cases recovered per month

Average case value ($)

Captured after-hours new patients

New patients captured per month

First-year production per patient ($)

— —

Recovered production, year one —

Illustrative. These are your numbers and your arithmetic — nothing is sent anywhere, nothing is stored, and no signup is required. Defaults are the round, conservative figures used in Paper Two and are not a projection of any particular practice.

Ask Jonathan

A question is welcome.

Buying, selling, an associate arrangement, a lease, or whether the numbers in front of you make sense. Leave a note and you will get a straight answer back.

Answers here are drafted from Jonathan's playbook; he reads every conversation.

Nothing on this page is an appraisal, a valuation, or an opinion of value.

Ongoing work

Month-to-month advisory

For owners who would rather have the numbers looked at regularly than once — a monthly review of the practice's financials and the decisions in front of it. It is a paid engagement, priced plainly, and it begins with a conversation. Ask above if you would like the details.