For dental practice owners

Endgame Planning Assessment

Your exit might be 2 years away or 15. Either way, the owners who get the best outcome — for themselves, their families, and their team — are the ones who build with the end in mind. This assessment shows how ready you are today and what to start building now.

8 timing questions + 30 ratingsAbout 8 minutesFree PDF report

Check My Readiness

What this assessment looks at

Personal readiness

How ready you are to let go — your vision for life after the sale, your identity beyond ownership, family alignment and a new sense of purpose.

Financial readiness

Whether you know your number — your financial goals, debt, retirement target, taxes on the sale and a plan for the proceeds.

Business readiness

Whether the practice can run and sell without you — clean financial records, an understood valuation, and the team and systems buyers pay for.

Your timing questions aren't scored. They set your time horizon and flag risks.

A sample question

Business readiness · Financial records

How up-to-date, accurate, and due-diligence-ready are your financial records?

Could you hand a buyer clean P&Ls, production and collection reports tomorrow?

0Disorganized
1Major gaps
2Basic but inconsistent
3Mostly current
4Clean and accurate
5Buyer-ready

What your results look like

Example results

Your results

Here's how ready your endgame is.

Overall readiness

57%

Moderately Ready

Parts of your endgame are in place, but others are still wishful thinking. The good news: with years ahead of you, every gap you close compounds into a more valuable practice and a smoother handoff for your team.

You're planning to sell in 3 to 5 years. That is enough runway to change what the practice is worth rather than just how it's presented, but only if the work starts while it still has time to compound. This is the window where effort converts into price.

Your readiness by area

Personal Readiness

62%

Moderately Ready — 31 of 50 points

Most exits are delayed for personal reasons rather than financial ones. While the picture of life afterwards stays general, staying is always the safer option, so the decision keeps getting postponed. Focus on what you are going toward, because the timing question gets much easier once that is real.

Financial Readiness

44%

Needs Work · Start here — 22 of 50 points

Most owners know roughly what the practice might be worth but not what they need it to be worth. Those are different questions, and only the second one tells you whether an offer is good. Focus on the requirement before the valuation.

Business Readiness

64%

Moderately Ready — 32 of 50 points

A practice that works is not the same as a practice that transfers. Where results depend on the owner's presence and judgment, a buyer sees risk, and risk gets priced. The work is moving capability out of you and into people and systems, which takes years, which is why it starts now.

Want to turn this into an endgame plan?

Book a free strategy call. We'll walk through your scores and map what to build now so you exit on your terms — with a practice worth more and a team that's taken care of.

Book a Strategy Call

What your score means

Exceptionally Ready85–100
Well Prepared70–84
Moderately Ready55–69
Needs Work40–54
Not ReadyBelow 40

Common questions

See where you stand today

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Endgame Planning Assessment

What this assessment looks at

Personal readiness

Financial readiness

Business readiness

A sample question

How up-to-date, accurate, and due-diligence-ready are your financial records?

What your results look like

What your score means

Common questions

Is it really free?

How long does it take?

What do I get?

What happens to my answers?

I'm 10+ years from selling. Is this for me?

See where you stand today