Transition Planning - Heaps & Doyle

Ready to Transition? Start with a Plan!

Bringing on a new associate, approaching retirement, and selling your practice – each represent a dental practice transition. Whatever your reasons, a transition can be complicated and at times overwhelming.

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How We Help You Transition Your Dental Practice

You have a specific reason for transitioning your dental practice. It’s likely one of the following:

Adding a new associate
Preparing to retire
Selling your practice

Each involve a combination of steps to achieve your transition goals. Here’s how we can help:

Discuss Your Goals, Priorities and Dreams

Where are you today? Where do you want to be tomorrow? What do you wish to achieve? By determining where you want to go, we determine the best way to get there.

Create a Comprehensive Transition Plan

We’ve worked with thousands of dentists. No two transition plans are alike. Based on your objectives and timelines, we develop a comprehensive step-by-step strategy focused on your success. And driven by your dreams and aspirations.

Assist on Implementing Your Plan

Your plan looks great on paper. Now it’s time to put it into action. We’re at your side with the professional support, advice and expertise required to execute every little detail – every step of the way.

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Select a Transition Planning Service

1

Discuss Your Goals, Priorities and Dreams

Where are you today? Where do you want to be tomorrow? What do you wish to achieve? By determining where you want to go, we determine the best way to get there.

2

Create a Comprehensive Transition Plan

We’ve worked with thousands of dentists. No two transition plans are alike. Based on your objectives and timelines, we develop a comprehensive step-by-step strategy focused on your success. And driven by your dreams and aspirations.

3

Assist on Implementing Your Plan

Your plan looks great on paper. Now it’s time to put it into action. We’re at your side with the professional support, advice and expertise required to execute every little detail – every step of the way.

Hear What Our Clients Are Saying

“Heaps & Doyle presented a seminar on practice sales which my wife and I attended in the fall. We were very impressed with the knowledge and expertise. We decided to list with them once we decided to sell. The practice evaluation was discreet and thorough. The practice sold within days at more than listing. Heaps & Doyle guided us comfortably through what could have been a very stressful sale. Thanks again.”

– Dr. W, Toronto Ontario

Easy Service Access via Our Customer Portal

We’ve gone digital – to offer next-level support and easy document exchange. This is a value-add for your dental practice or dental organization as you partner with us.

The Customer Portal provides you easy access to our suite of services and includes additional support capabilities:

Customize your service selections and purchase services with a credit card

Exchange documents and essential information with our H&D Service Representatives through our easy-to-use document exchange portal

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