Preparing to exit

Achieve the best sales outcome

With exit planning advice and support from Collaborate.

Preparing to exit

Program overview

Our team of ex-dental practice owners and senior executive-level corporate operators will provide strategic knowledge, guidance, and support to plan your exit as well as facilitate practice optimisation and risk mitigation for the best possible outcome.

‘’Selling a practice can be a long, complicated process beset with risk and pitfalls. I wholeheartedly recommend advice and support from the likes of Collaborate, who maximise the chances of getting the best possible results’’

John Dewar

Dentist/Practice Owner

Thame Dental Care

Program benefits


Define your exit objectives

We’ll help you define exit objectives that align with your lifestyle/retirement planning, including practice sale price, preferred terms of sale and timing, and a strategy and plan of action to achieve them.


Attract the best business buyers

Implement tried and tested practice sale tactics to locate, attract and impress the best buyers.


Explore your best options

Exploring all selling options ensures optimal valuation, mitigates risks, attracts the right buyer, and maximises returns, which is crucial for a successful and lucrative business exit strategy.


Negotiate best contract and terms

Neutral, independent advice and support from dental industry specialists with extensive practice sales experience will result in signing a contract that favours you rather than the purchaser.


Be sale ready

Appeal to prospective acquirers by implementing best practice systems and processes and developing a team that facilitates growth and success, as well as streamlining due diligence and the sale process to facilitate a smoother, successful transaction.

Download the factsheet

Preparing to Exit

Download our Preparing to Exit factsheet (a print-ready version of this page) for further reference.

Program deliverables

2 out of three practice owners who sold their practices said, ‘that in hindsight, they’d have done things differently’ With Collaborate’s Preparing to Exit Support Program, you benefit from hindsight at the outset!

1. Define your exit objectives

Whether you’re planning to retire or do something different, we’ll help you define your personal and financial goals, which will determine the target value of your business and what we need to do to achieve it. 

2. Practice health check

In-depth operational due diligence to identify issues that might impact enquirer confidence and fix them to maximise the sale value of the practice. 

3. Define your exit strategy

Defining, objectives, identifying goals is essential to defining an exit strategy and plan of action aligning the sale process with your desired outcomes and ensuring a smoother transition.

4. Financial forecasting and budgeting

EBITDA is key to determining practice valueCollating relevant KPIS’s and monitoring other operational factors that determine performance facilitates accurate financial forecasting and what steps need to be taken to maximise EBITDA. 

5. Performance monitoring (KPI Dashboard)

Identifies strengths and weaknesses, informs decisions, and ensures ongoing improvement.

6. Financial reporting (P&L)

Evaluates profitability, guides decisions, informs strategy, ensures financial health.

7. Regulatory compliance & dummy CQC inspection

Avoids penalties, ensures patient safety, maintains trust and legal adherence.

8. Marketing audit

Evaluate the effectiveness of current marketing activity in achieving business objectives.

9. Marketing strategy and plan of action

Guides efforts, attracts customers, ensures brand consistency, and fosters growth.

10. Selling your practice advice and guidance

We provide independent advice free from bias, influence, or conflict of interest to avoid pitfalls and ensure the best possible outcome.

11. Project Management

Organizes tasks, ensures efficiency, meets goals, minimises risks, fosters collaboration. 

Program tools

As well as expert advice and support, we’ve developed a suite of proprietary, bespoke, and specially adapted dental practice systems, procedures, protocols and SAAS tools that are easily adapted, implemented, and managed to boost the performance of all practice types

Financial forecasting

Mitigates risks, ensures financial stability, guides decisions, and facilitates strategic planning. 

Based on a review of the previous 3 years’ P&L, income streams and productivity, and MAP (Member Action Plan) targets, we’ll identify potential revenue and cost control/reduction.      

Online compliance platform

Simplifies compliance, reduces risks, ensures accuracy, and promotes efficiency. 

Our cloud based CQC compliance tool provides templated policies, procedures, schedules of requirements, performance tracking tools, dummy CQC inspections and GAP analysis reports.

Project management

Enhances collaboration, streamlines tasks, improves efficiency and ensures project success. 

Our feature-rich, easy-to-use project management framework lists key ‘transformation’ activities, tasks, actions, timeframes and targets, and monitors progress.

Practice health check

Assessment of your business’ performance and wellbeing. 

Using our KPI dashboard, we’ll compare your KPIs against industry standards for three to six months, during which our experts analyse, interpret, and evaluate the data.      

Member action plan

Guides decisions, align efforts, promotes growth, and ensures long-term success. 

KPIs are benchmarked against industry standards, and required actions to improve performance are prioritised by our RICE matrix, financial planning, and treatment profitability reports.

KPI dashboard

Identifies strengths and weaknesses, informs decisions, ensures ongoing improvement. 

Feature-rich cloud-based dashboard that collates more in-depth KPIs than any system from various data sources, which are then analysed, interpreted, and evaluated by our experts, driving faster, smarter decision-making.

Treatment profitability

Identifies your most profitable treatments and helps set treatment pricing to maximise profit. 

Identify which treatment is most profitable and set prices that 1) best reflect treatment value, 2) what patients are prepared to pay, and 3) strategic implications for long-term growth.      

Marketing audit

Identifies strengths, weaknesses, and threats, enhances strategy, and ensures marketing effectiveness. 

Audit including SWOT analysis of current marketing that compares against industry-standard practice marketing benchmarks/KPIs for patient acquisition, retention, and value maximisation.

Performance roadmap

Guides growth, sets goals, optimises performance, and ensures strategic alignment. 

Online operations and a performance roadmap provide a bird’ s-eye view of the key business changes, ensuring we are on target for success.

Tactical modules

Integrated into your Growth Acceleration Program are additional stand-alone ‘Tactical Modules’ that optimise crucial business functions essential to growth and success:

Expert Support

Your Preparing To Exit team

Join the Preparing To Exit Program and expand your team with a program director, program pilot, or program administrator, with support from preferred specialist service providers.

Program Director

  • Research, strategy, and planning 
  • Knowledge-share, advice, and support
  • Program direction  
  • Monthly performance review, report, and recommendations 

Administrative Support

  • Program administrator

  • Practice administrator

Program Pilot

  • Implementation and management
  • On-going performance monitoring and reporting
  • Operational knowledge, advice, and support
  • Practice management support

Expert Partners

  • Marketing
  • HR
  • Law
  • Finance

Download the factsheet

Preparing to Exit

Download our Preparing to Exit factsheet (a print-ready version of this page) for further reference.

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Member testimonials

Design and achieve your exit objectives

Book a free, informal, no-obligation chat with one of our dental business experts

And discover how Collaborate’s knowledge, advice, tools, solutions and support can help you achieve success faster.

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