How we guide dental practice owners through acquisition and sale transactions.
Trinity Dental Acquisitions provides end-to-end advisory for dental practice transactions. We handle the tax structuring, transaction coordination and post-settlement support that determines your net outcome.
What we do
Transaction coordination
We manage the process from valuation through settlement. Supporting due diligence, legal and regulatory coordination, document management and conditions precedent. You'll know where things stand and what needs to happen next.
Tax structuring
Before you agree to a deal structure, we model the tax outcome: cash vs scrip vs hybrid, CGT concessions, small business rollover relief, super fund integration. The goal is to minimise your tax liability and maximise what you keep.
Operational assessment
Our team includes current and former CFOs and COOs. When we assess a practice, we're looking at operational risk: lease terms, staff retention, systems integration, clinical compliance, not just the financials.
Post-settlement CFO support
We provide ongoing advisory after settlement. Including compliance, reporting, integration tracking and financial planning advice. If you're building a group or planning your next transaction, we provide ongoing support as required.
Capital raising
For groups acquiring multiple practices or preparing for a liquidity event, we structure capital transactions and manage investor relations.
How we work
STEP 1
Transaction coordination
We start with a confidential conversation about your goals and timeline. Then we review the practice: financials, patient base, staff, lease and compliance to establish value and identify issues.
STEP 2
Valuation and structure
We prepare a valuation and model the after tax outcome for each transaction structure. You'll see the net position before you enter negotiations. We will model your cash flows post settlement so you can see the income being generated from passive investments.
STEP 3
Due diligence
We coordinate financial, legal and operational due diligence for both parties. Our focus is identifying and resolving issues before they become problems.
STEP 4
Settlement
We manage all parties, legal, financial and regulatory, to bring the transaction to close. We handle documentation, conditions and settlement logistics.
STEP 5
Post-acquisition support
We continue working with you after settlement. Structuring your personal wealth position post-sale and simplifying your tax affairs by consolidating structures where appropriate.
Ready to explore your options?
If you're considering a sale or planning an acquisition, we're available for a confidential conversation.