At DDSmatch, we work in tandem with a host of trusted advisors to ensure seamless transitions for the dentists we serve. Through our relationships, we work together to help our clients meet their specific goals. The following is a great example of how a successful transition comes together bye working in tandem with multiple professionals…
With the support of trusted referral sources, I had the privilege of assisting Dr. Chris Potee in transitioning his oral & maxillofacial surgery practice to Dr. Lora Parker. Dr. Parker, in collaboration with Amber Banks and the team at MW Banks Consulting, LLC, thoroughly evaluated whether the practice was the right fit for her goals.This successful transition wouldn’t have been possible without the dedicated efforts of key professionals: Brad Cohen of Cohen, Garelick & Glazier, representing the seller; Rob Lee of R. Lee & Associates, representing the buyer; Blue & Co. CPAs/Advisors; and Rob Bartley from Huntington Bank. What made this sale particularly exciting was that it was a 50% buy-in to a partnership. We initially placed Dr. Parker as an associate in 2023, and the position proved to be a perfect fit for an eventual transition. I’m incredibly grateful to have earned the trust of yet another seller, and it’s always a pleasure to assist clients, both general and specialty, through the practice transition process with DDSmatch.
A note from Dr. Potee…
“The process was Amazing! We are both very happy. Thanks again for all you do!!”
About Amber Banks, MW Banks Consulting, LLC
MW Banks Consulting focuses on ensuring you fully understand what it means to be a business owner by educating you on financial aspects of your business. Their experienced professionals work together to prove you and your team with areas of expertise in operational, accounting, and tax consulting all bundled into one service. Their clients have the option for them to also manage bookkeeping so the client can focus primarily on the operational needs of the business. To learn more, visit https://www.mwbanks.com
About Brad Cohen, Partner/Attorney at Cohen, Garelick and Glazier
Brad’s business practice includes assisting clients with business sales/acquisitions, drafting or reviewing contracts, employment agreements and restrictive covenants, business startups and corporation/LLC formation, and advising clients on business succession planning, with a focus on assisting closely-held business owners and healthcare professionals with legal needs. Brad has been a partner attorney at Cohen Garelick & Glazier since 1994. To get in touch with Brad, visit https://www.cgglawfirm.com/contact/
About Robert C. Lee, R. Lee & Associates, P.C.
Rob has dedicated his legal practice to providing business law, estate and trust services to individuals, families and business owners. He strongly believes in building solid relationships based on trust and confidence and providing legal services in an effective and timely manner. He is admitted to practice in the State of Indiana, the United States District Courts for the Northern and Southern Districts of Indiana, and the State of Michigan. To get in touch with Rob, visit https://www.rleelaw.com/attorney/lee-robert-c/
About Rob Bartley, Huntington Bank
Huntington Bank offers specialized dental practice financing services designed to support the growth and success of dental professionals. Their financing solutions cover a wide range of needs, including practice acquisitions, equipment purchases, expansion, and working capital. With tailored lending options and a deep understanding of the dental industry, Huntington Bank helps dental practices navigate financial challenges and achieve long-term success. Whether you’re starting a new practice or expanding an existing one, their team provides the expertise and support needed to secure the right funding. To learn more about Huntington Healthcare Practice Finance visit https://www.huntington.com/SmallBusiness/loans/dentist-veterinarian-loans
About Blue & Co.
Blue & Co., LLC is an independent accounting and advisory firm with more than 400 people in 10 offices across Indiana, Ohio, and Kentucky. They specialize in finding ways to help you achieve personal, financial, and life goals. When working with DDSmatch, your practice will be analyzed by Blue & Co. Certified Valuation Analysts with dental industry expertise. This analysis leads the financial process for all parties. To learn more, visit https://www.blueandco.com