Dental Practice Sell-Side Advisor
About The Position
Transitions Elite is a leading sell-side advisory firm focused on healthcare practice transitions. We partner with practice owners to guide them through one of the most important decisions of their careers - the successful sale of their business. Our team works closely with founders, operators, and institutional buyers to deliver thoughtful, well-structured outcomes built on trust, rigor, and market expertise. The Dental Sell-Side Advisor is the primary engine for converting dental leads into high-value signed contracts. You will navigate the complex landscape of private equity-backed Dental Service Organizations (DSOs) and act as a strategic advisor for multi-million dollar transitions. This role requires a sophisticated blend of financial literacy, local market credibility, and the ability to build deep trust with practitioners as they transition their life’s work
Requirements
- Over 5 years of experience and proven background in finance, investment banking, or equity sales.
- Bachelor’s or Master’s Degree in Finance or related field
- Strong negotiation skills and proficiency in US dental M&A deal structures.
- Deep understanding of the "Buy-Box" criteria for major US groups like Heartland, Aspen, or Pacific Dental.
- Ability to analyze clinical metrics and dental-specific benchmarks (e.g., payroll % to revenue, lab fee ratios)
- Proficiency in CRM management and digital tools to maintain pipeline discipline
- Experienced in healthcare, veterinary, dental, or professional services environments
- Comfortable building trust with business owners and senior stakeholders
- Structured, detail-oriented, and able to manage multiple deals in parallel
- Confident discussing financial performance and business fundamentals
- Naturally consultative, with a strong sense of ownership and follow-through
Nice To Haves
- Particular background in dentistry and dental practice brokerage is a huge plus.
Responsibilities
- End-to-End Deal Management: Manage a high-volume pipeline and consistently deliver signed contracts within the dental vertical.
- Valuation & Analysis: Perform dental-specific valuations using US metrics, EBITDA normalization, and clinical metric interpretation (e.g., active patient counts and case acceptance).
- DSO Relationship Leadership: Establish and maintain "First-Look" status with major US Dental Service Organizations and private equity groups.
- Deal Structuring: Navigate complex M&A components including "Holdbacks," "Earn-outs," and "Equity Rolls".
- Data Integrity: Ensure 100% accuracy in P&L gathering and tax return analysis before presenting to senior executives.
- Vertical Penetration: Secure deals across targeted sub-verticals, including General Dentistry, Orthodontics, and Oral Surgery
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
