Saint Clair Shores Dental Practice — SOLD

From Retirement Decision to Closed Transaction: A Confidential Dental Practice Sale

After more than 35 years in dentistry, the owner of an established St. Clair Shores general dental practice decided to step away from private practice. The priorities were clear: protect the patients the practice had served for years, keep the process confidential, and complete the transition within a defined window.

At a Glance

• Practice: Established general dentistry, St. Clair Shores, Michigan
• Seller goal: Confidential exit from private practice
• Buyer: Established area dental practice, strategic acquisition
• Structure: Asset purchase with cash at closing plus an earn out
• Real estate and lease: Not required
• Closed: October 3, 2026

Positioning the Practice

Capital Business Brokerage organized the practice’s management system data into a professional buyer review covering production history, clinical service mix, patient demographics, geographic reach, staffing, and facility details. Every figure was clearly sourced, so qualified buyers could evaluate the opportunity with confidence.

Information was released only after buyers signed confidentiality agreements, protecting the practice’s patients, team, and reputation throughout the process.

Finding the Right Buyer and the Right Structure

Representing the seller, CBB worked alongside its healthcare referral network to engage qualified dental buyers. CBB evaluated more than one buyer and more than one transaction structure before advancing the path that best fit the seller’s goals.

The selected buyer, an established area dental practice, acquired the goodwill, patient records, and practice identity and integrated the patient base into its existing operation. Because no lease assignment or real estate purchase was required, the structure removed one of the most common obstacles to closing and gave patients continuity of care close to home.

Managing Diligence and Negotiation

Throughout due diligence, CBB tracked every buyer request, assembled supplemental information packages, and worked directly with the owner to answer questions quickly and accurately.

When the parties needed to reconcile their views on value, CBB negotiated a structure that worked for both sides: cash at closing plus an earn out tied to patient retention after closing. The seller preserved meaningful upside, and the buyer’s investment was aligned with a successful patient transition.

Coordinating the Details That Close Deals

A practice sale involves far more than a purchase price. CBB coordinated with the parties and closing counsel on:

• Purchased assets, including goodwill, patient records, and selected equipment
• Patient record custody and continuity of care
• Transfer of practice phone numbers and digital assets
• Responsibility for treatment in progress
• Restrictive covenants and seller transition support
• Closing documents and deliverables

The Result

The transaction closed on October 3, 2026. The owner exited private practice as planned, patients gained a clear path to continued care, and the buyer expanded its practice with an established patient base without the cost of opening a new location.

For practice owners, the lesson is simple: the right structure can matter as much as the right price. Thoughtful positioning, careful buyer selection, and disciplined deal management are what turn a retirement decision into a completed transaction.

Planning Your Practice Transition?

Whether you own a dental, medical, or other professional practice, Capital Business Brokerage can help you understand your options, protect confidentiality, and structure a sale around your goals.

Contact our team for a confidential conversation.