The UPBA Advantage

When you become a UPBA client, we handle the heavy lifting so you can concentrate on what you do best – keeping the practice humming while we work at maximizing your value.

Expert Valuation & “True Profit” Analysis: We don’t just look at tax returns. We develop a cash flow analysis that “recasts” your financials to show the true owner benefit and profit. This figure is almost always significantly higher than what your tax return suggests.

National Reach & Confidentiality: We market to a proprietary database of periodontists nationwide, as well as 30 of the largest DSOs in the country. We require all potential buyers to sign a strict Confidentiality Agreement prior to receiving any sensitive information.

Comprehensive Prospectus: We create a detailed offering memorandum that presents the history, financials, and potential of your practice to serious buyers.

Negotiation & Structure: We field offers, create a competitive environment to get you top dollar, and structure the deal to ensure you get 100% cash at closing.

Transition Success: From allocating the purchase price and defining non-competes to advising on when to tell your staff, we guide you through the minefield of closing.