DDSSuccession plan
Succession plan: A succession plan is an owner-dentist’s documented plan for who will take over the practice, when, and on what terms.
A succession plan is an owner-dentist’s documented plan for who will take over the practice, when, and on what terms.
Plans range from an associate buy-in to a sale to a DSO or another dentist. An owner’s own opt-in to succession conversations is a consented signal.
Part of the DDSIntel glossary. See how the figures are built in the methodology. Markdown version: /glossary/succession-plan.md.
Other terms
- Dental transition signals
- Dental transition intelligence
- Pre-market dental practices
- Dental exit window
- Dental retirement cohort
- Dental Transition Index (DTI)
- Consented signal
- Observed signal
- Transition readiness
- Active patient
- Add-on acquisition
- Adjusted EBITDA
- Administrative dissolution
- Asset purchase
- Associate buy-in
- Build-out permit
- Buy-side search
- Collections multiple
- Collections vs. production
- Compliance signal
- Consumer report (FCRA)
- Corporate practice of dentistry (CPOD)
- Corporate signal
- Data-as-of date
- De novo practice
- Dental consolidation
- Dental HPSA
- Dental partnership organization (DPO)
- Dental support organization (DSO)
- DPMS
- DSO-affiliated location
- Due diligence
- Earn-out
- EBITDA multiple
- Facilities signal
- Holdback
- Independent practice
- Letter of intent (LOI)
- Lifecycle signal
- Management services agreement (MSA)
- Management services organization (MSO)
- New entity or license
- Non-compete (dental sale)
- NPI (Type 1 / Type 2)
- NPPES
- Observed ownership change
- Off-market practice
- OIG LEIE (exclusion list)
- Overhead ratio
- Payer mix
- Platform acquisition
- Practice goodwill
- Practice location
- Practice transition
- Practice valuation
- Practices per 10,000 residents
- Professionally active dentist
- Provider density
- Quality of earnings (QoE)
- Recapitalization
- Region
- Registered agent
- Regulatory signal
- Roll-up
- Rollover equity
- Saturday access
- SBA 7(a) practice loan
- Second-source confirmation
- Sell-side process
- Signal horizon
- Small-cell suppression
- State annual report
- Stock purchase
- Walkaway sale
- Work-back (transition period)
- Working capital peg