277. No Broker, No Problem: My Playbook for Selling a Dental Practice

2025-10-03

In this episode of The Lifestyle Practice Podcast, Dr. Derek Williams breaks down exactly how he sold his dental practice without a broker—what he did, why he did it, and what he’d change. Derek covers building a bank-ready prospectus (financials, KPIs, payer mix), where and how he marketed the listing (FB groups, classifieds, ADA Marketplace), keeping anonymity (NDAs, separate email), and running negotiations when you’re representing yourself. He also compares private-dentist buyers vs. DSOs, talks timing (why ...

In this episode of The Lifestyle Practice Podcast, Dr. Derek Williams breaks down exactly how he sold his dental practice without a broker—what he did, why he did it, and what he’d change.

Derek covers building a bank-ready prospectus (financials, KPIs, payer mix), where and how he marketed the listing (FB groups, classifieds, ADA Marketplace), keeping anonymity (NDAs, separate email), and running negotiations when you’re representing yourself.

He also compares private-dentist buyers vs. DSOs, talks timing (why not being in a rush matters), transition terms, real estate flexibility, and the role of a flat-fee attorney.

Whether you’re considering a DIY sale or debating a broker, you’ll leave with a clear framework and practical next steps.

Connect with us:
• Learn more about 1-on-1 coaching
• Get access to TLP Academy
• Suscribe to The Lifestyle Practice Podcast
• Email Derek at derek@thelifestylepractice.com
• Email Matt at matt@thelifestylepractice.com
• Email Steve at steve@thelifestylepractice.com

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