Experience is Everything
Our owner, Larry Jacobson is a licensed attorney and CPA with almost 40 years of experience in structuring the sale and purchase of professional practices. He works with owners and purchasers to develop deal structures that optimize their financial, tax and business objectives. No practice sale situation is too complicated for us to handle.
We can value oral surgery practices on a stand alone basis, apart from our representation of practice sale owners. We value practices for partner buy in or buyout purposes or for estate planning purposes. Since we value practices not only for sale, but for other planning purposes, we have a unique skill set and a proprietary valuation model that recognizes that oral surgery practices are valued differently than other dental specialty practices.
We work with a team of specialized banks all around the country that know OMS Exclusively and how we value practices. We assist buyers in finding the right lender for them and that can help us bring a practice purchase to a successful conclusion. Our assistance in matching buyers and lenders is a key component to our success in getting practices sold.
We don’t waste time with tire kickers. The time of our sellers is too valuable to waste on unqualified or disinterested candidates. So we vet candidates very carefully before we introduce them to practice sellers. We also spend a lot of time with our practice sellers to ensure that they understand the selling process and how to maximize the likelihood of a successful sale.
Although we do not act as attorneys to either our practice sale clients or their buyers, we do offer to review documents prepared by their attorneys, not to second guess the attorneys, but to aid in helping the parties navigate through issues that might be unnecessarily holding up the execution of a fair purchase contract.
We like to tell our clients that around 50 percent of what we do is deal structuring and the other 50 percent is coaching buyers and sellers. We are keenly aware that the purchase and sale of an oral surgery practice is a deeply personal matter and that issues other than financial or business can be as important as the personal and professional concerns. We focus on deeply understanding those non-financial issues so we can maximize assistance to both the buyer and seller.