How EDC works

A competitive process, run for you.

Alone, you negotiate against a professional acquisition team that buys practices every week. With EDC, qualified buyers bid for your practice while you keep doing dentistry. Here is the whole process, step by step, nothing hidden.

Six steps, one advisor

From first call to final wire

The line on the left fills as you read, the same way the deal-flow bar fills when your deal is live.

1
STEP 01 · NO COST, NO COMMITMENT

Confidential valuation

We analyze your financials, payor mix, and doctor economics, then tell you what the market will actually pay and what would make it pay more. If the honest answer is not yet, you get that answer and a plan, and we refresh the number every year until you are ready.

YOUShare three years of financials under NDA. Keep practicing.
EDCBuild the adjusted EBITDA view and the indicative range, then walk you through it.
2
STEP 02 · PREPARATION

Packaging the practice

Adjusted EBITDA bridge, quality of earnings support, and a CIM built the way DSO deal teams actually read them. Your data room goes live in the EDC Deal Room, indexed to the individual document before a single buyer sees anything.

YOUApprove the story we tell and every number in it.
EDCAssemble the CIM, the teaser, and the data room. Close every gap a buyer would flag.
3
STEP 03 · CONFIDENTIAL MARKETING

The right buyers, quietly

A blind teaser goes to qualified DSO and PE buyers matched to your specialty, geography, and goals. Nobody learns who you are until they sign the NDA, and your team never knows until you decide.

YOUApprove the buyer list. Veto anyone, for any reason.
EDCRun outreach, hold the NDA line, and qualify every party before they enter the room.
4
STEP 04 · STRUCTURED BIDS

Buyers compete, you compare

Indications of interest arrive on our timeline, not the buyer's. We normalize every offer side by side: cash at close, rollover equity, earnout terms, real estate, and what your day two actually looks like.

YOUPick the structure that fits the life you want after close.
EDCPush every bidder to their best terms and translate the fine print.
5
STEP 05 · DILIGENCE, MANAGED

The deal room does the heavy lifting

Diligence is where unrepresented deals die. Every request is tracked, every document is one search away, and the ball-in-court board shows exactly who owes what, so nobody stalls silently.

YOURespond to the short list of items only you can answer.
EDCRun the process, sit on every call, and keep the timeline honest.
6
STEP 06 · CLOSE & TRANSITION

Final wire, and a clean handoff

Definitive agreements, funds flow, and the integration handoff. Our success fee is owed only now, at close, in the standard DSO transition paid by the acquiring group. Nothing has been owed by you along the way, and that has been true since the first phone call.

YOUSign, and decide how you celebrate.
EDCStay through integration handoff, because a deal that closes badly is not a closed deal.

“If the buyer pays your fee, whose side are you really on?”

The fairest question in this business, so here is the plain answer. We are paid only when a deal you accept actually closes. You choose the buyer, you set the floor, and you can turn down any offer, so the only way we ever get paid is by finding terms good enough that you say yes. No retainer, no valuation fee, and in our standard DSO transition no exclusivity and nothing owed if you decline every offer. When a deal calls for us to work for you alone, we do that too, under a written seller representation agreement, so in every deal you know exactly who is paying us before anything is signed. The incentive is a deal both sides are proud of, because our next deal depends on this one closing well.

While the deal runs

You will always know whose court the ball is in

Every live engagement gets a deal-flow bar and a ball-in-court board. When something is waiting on you, the buyer, or us, everyone can see it and nobody stalls silently.

Sample engagement · four-location groupDILIGENCE · DAY 34 OF 90 · ON TRACK
TEASER
NDA
IOI
LOI
DILIGENCE
CLOSE
BALL · BUYERQofE workpapers requested from seller CPA3 days waiting
BALL · SELLER2025 payroll register upload outstanding1 day waiting
BALL · EDCDraft response on payor-mix questiondue today
Fair questions

Asked by almost every dentist we talk to

What does this cost me? +

Nothing to start, and nothing at all unless a deal you accept closes. In our standard DSO transition, the acquiring group pays our success fee at close. When a deal calls for a formal sell-side engagement instead, the fee comes out of the closing proceeds and is agreed in writing before anything starts. Either way: no retainer, no valuation fee, and if no deal closes, nobody pays us anything.

Am I committing to selling by talking to you? +

No. Most first conversations are with dentists who are years away from selling. You get a real number and an honest read on timing, and if the answer is “not yet,” we tell you what would change that and refresh the valuation every year until you are ready.

Will my team or my patients find out? +

Not from us, and not from the process. Buyers see a blind teaser first and sign an NDA before they learn your name. Your team never knows until you decide to tell them.

I already have an offer in hand. Is it too late? +

An unsolicited offer is usually the buyer’s opening number, not their best one. It is exactly the right moment to get a second opinion. Start with the free offer second read, then send it over. We will tell you honestly whether the offer is strong, and if it is, we will say so.

Do you only work with large groups? +

No. We work with single offices and multi-location groups. The process scales to the practice, and the promise is the same either way: nothing upfront, and no fee unless your deal closes.

Do I have to sign an exclusivity agreement? +

Not in our standard DSO transition: no exclusivity, no lock-up period, and nothing owed if you change your mind. A formal seller representation, where we work for you alone, usually includes a defined exclusive period, and we walk through every term in writing before you sign.

Ready when you are

See your number first. Decide everything else later.

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NOTHING UPFRONT · PAID ONLY AT CLOSE · CONFIDENTIAL FROM DAY ONE