The Practice Valuation Checklist

Gather your important financial documents to ensure an accurate practice valuation.

An Illustration of a dental practice for sale

Know exactly what you'll need for your practice valuation

While there are different methods to valuing a practice, most require the same documents to calculate an accurate price — and the information required goes beyond practice financials. From employee compensation to floor plans, your valuator and buyer will need a lot of information from you to proceed with the sale.

Download this free checklist to help you gather documents pertaining to your practice finances, practice statistics, and practice assets.