The Trusted Transition Process

Professional Advice

We work in tandem with your CPA, Attorney and Financial Advisors to foster a smooth transition. Thad Miller is a Registered Commercial Real Estate Broker and can also assist with building and land sales. We can discern if a sale, partnership or hiring an associate is best for your practice.

Trusted Process

When the time is right, The Trusted Transition Process provides a clear, consistent path to help you transition your practice, while maintaining the legacy you worked so hard to establish. We offer a complete range of professional services to provide leadership.

Confidential Search

We identify the unique aspects of your practice and share them confidentially and strategically with our extensive network of pre-screened viable candidates. We pair today’s technology through a robust website visited by hundreds of potential buyers with a human touch to determine potential matches.

Respected Appraisals

Third-party business valuations (dental practice appraisals) completed by Blue & Company (a nationally ranked top 50 firm) give transparency and trust to both sides of the transaction. This also gives financial institutions confidence in the practice sale process.

Clinical Opportunity

Using Dr. Charles Blair’s “Practice Booster Clinical Treatment Analyzer” we reveal your practice’s potential in a 70-page report. This blueprint of opportunities detailing production mix and intensity, new patient flow and more can give you direction now as you are winding down and will give potential buyers confidence in their future success.

Final Closing

For the final stage of the process, our team will engage advisors from both sides to provide the necessary documents, including purchase agreements, post-transition employment agreements and building leases to successfully complete the Trusted Transition Process and transfer your legacy to a worthy candidate.


12800 North Meridian Street

Suite 400 Carmel, IN 46032

Please call us if interested

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