Investor Screening
- One practice, available evidence
- Risk and data-gap memo
- No certified financial valuation
Investors & groups
Before committing capital,
understand the practice.
For investors, operators and groups evaluating the operating reality behind a dental project.
Request a 30-minute introductory call
Focus
Assumptions.
Evidence.
Risks.
01
Operational screening
Operating model, owner dependency, capacity and data quality.
02
Operational due diligence
Growth assumptions, organisational needs, risks and questions for the deal team.
03
Post-acquisition plan
First 90 days, reporting and location integration.
Engagements
A clear scope from the start.
Operational Diligence
- Agreed scope per target
- Operational report and risk register
- Legal and accounting specialists separate
90-day Plan
- Post-acquisition priorities
- Owners and reviews at 30, 60 and 90 days
- Implementation quoted separately
Each engagement receives a tailored proposal by email, defining scope, deliverables, timing and fees before work begins. Travel and specialist support are agreed separately.
What information is needed?
We start with aggregate data for the last 12 months, capacity and the team; monthly detail is requested only if needed. Do not send patient records or identifiable health information.
What is outside scope?
Tax, legal and statutory audit opinions, individual clinical advice, regulated financial advice and transaction brokerage. Specialist work requires a separate engagement.
Approach
From the question
to the decision.
01
Understand
Define objectives, constraints and required evidence.
02
Evaluate
Assess the operating model and the alternatives.
03
Act
Build priorities, ownership and measurable indicators.
Next step
What is your next decision?
Start with a conversation about your project and define the scope that will help.
Request a 30-minute introductory call