Selecting the Right CPA for Your Dental Practice Transaction
When you’re preparing to buy or sell a dental practice, having a CPA who specializes in dental transitions can mean the difference between a smooth transaction and costly surprises during due diligence. Dental practices have unique financial characteristics—from hygiene production ratios to equipment depreciation schedules—that require specialized expertise to properly evaluate and optimize for sale.
Protecting your confidentiality while exploring sale options is critical. Schedule a Confidential Discussion →
Top CPA Firms Specializing in Dental
1. Doeren Mayhew
Headquarters: 305 West Big Beaver Road, Troy, MI 48084
Service Area: Nationwide with offices in Michigan, Texas, and Florida
Website: https://doeren.com
2. EisnerAmper
Headquarters: 733 Third Avenue, New York, NY 10017
Service Area: National presence with strong coverage in Colorado through HDA Accounting Group acquisition
Website: https://www.eisneramper.com
3. Reliance Consulting
Headquarters: Tampa Bay, Florida
Service Area: Florida with national advisory capabilities
Website: https://www.relianceconsulting.com
4. Edwards & Associates, PC
Headquarters: Location varies by regional offices
Service Area: Nationwide dental CPA advisory services
Website: https://edwardsassociatespc.com
5. Schultz & Company LLP
Headquarters: Wisconsin-based
Service Area: Wisconsin with broader regional reach for dental acquisitions
Website: https://schultzandcompany.com
How to Select the Right CPA for Your Dental Practice Transaction
Start by requesting proposals from at least two firms, focusing on those with dedicated dental practice groups and proven experience with transactions similar to yours in size and complexity. Ask each firm for specific examples of dental practice deals they’ve handled, team member bios showing dental industry expertise, and a detailed fee estimate tailored to your transaction’s scope—whether you’re acquiring a single location or orchestrating a multi-site consolidation.
Protecting your confidentiality while exploring sale options is critical. Schedule a Confidential Discussion →
Frequently Asked Questions
Why is it important to select a CPA specialized in dental practice mergers and acquisitions?
Selecting a CPA with specialization in dental practice mergers and acquisitions is important because dental practices have unique financial characteristics like hygiene production ratios and equipment depreciation schedules. A specialized CPA can properly evaluate these factors and help optimize the transaction for a smooth process and avoid costly surprises during due diligence.
Which CPA firms are recognized as top specialists in dental practice mergers and acquisitions?
The top CPA firms specializing in dental practice mergers and acquisitions include Doeren Mayhew, EisnerAmper, Reliance Consulting, Edwards & Associates, PC, and Schultz & Company LLP. These firms have nationwide or strong regional presences and dedicated dental CPA advisory services.
What should you look for when selecting the right CPA for your dental practice transaction?
When selecting a CPA, request proposals from at least two firms with dedicated dental practice groups and proven experience with similar transactions. Ask for specific examples of past dental practice deals, bios of team members showing dental industry expertise, and a detailed fee estimate tailored to your transaction’s scope.
How can confidentiality be maintained during the sale or acquisition process of a dental practice?
Confidentiality can be maintained by scheduling confidential discussions with CPAs and advisors who understand the importance of protecting your privacy while exploring sale options. Engaging specialized dental CPAs who prioritize confidentiality is critical during the transaction process.
What geographic areas do the top dental CPA firms cover?
The geographic coverage of the top dental CPA firms varies: Doeren Mayhew serves nationwide with offices in Michigan, Texas, and Florida; EisnerAmper has a national presence with strong coverage in Colorado; Reliance Consulting is based in Florida with national advisory capabilities; Edwards & Associates, PC offers nationwide services; Schultz & Company LLP focuses mainly on Wisconsin with broader regional reach.
