AI-native practice sales
Dion Health Practice Solutions is a secure online workspace for a practice sale. The seller, the buyer, their broker, CPA and lender all work from the same records. AI values the practice, checks that the financials match the practice software and the bank, builds the data room, and handles the follow-up. We never represent either side.
Sellers, buyers, brokers, CPAs, lenders and consultants, each with their own access. For dental practices and medical groups.
A price gets agreed, then diligence starts, and problems come up that cost the deal or cut the price. These are the six we see most often. Every one of them can be caught at the start if the records are right.
The practice software says one thing about collections, the books say another, and the tax returns a third. Each was prepared for a different purpose. A buyer's CPA treats the gap as risk and prices it.
Production by provider is the first thing a serious buyer asks for and the last thing a seller thinks to prepare. If most of it walks out with the owner, the valuation was never real.
Practice lenders underwrite on collections, payer mix and the lease, in a specific format. When the file arrives unorganized, the loan slips, and a slipping loan is how a buyer walks.
Records requested by email, forwarded, and downloaded to laptops. Staff notice. Patients hear. The seller's leverage goes with the secret.
The buyer waits on the seller, who waits on the office manager, who waits on the accountant. The broker chases all of them. Weeks pass. Interest cools.
Every late discovery becomes an argument, and every argument becomes a credit. Sellers feel ambushed. Buyers feel misled. Both were working from different facts.
It does the checking and the paperwork at the start of the sale, for every party, and shows how it reached every number. A person approves anything before it's sent.
The seller connects the practice software, the accounting books and the bank account. Collections, deposits and reported revenue are matched against each other, and any gap is explained up front.
A price range built from collections and cross-checked against owner earnings, with every add-back and assumption listed. The seller, the buyer and the lender all see the same reasoning.
Production by provider, payer contracts, the lease, associate agreements and disclosures are requested when the practice is listed, not in the last month.
A checklist written for dental practices. Each upload is filed under its item, each missing item is chased, and every practice is organized the same way.
The seller sees their own uploads. The CPA sees the financials. The lender sees the underwriting file. Every view is recorded.
Document requests, replies and check-ins are written and tracked automatically. A person approves each one before it goes out.
Most owners hear a number from a colleague, a DSO letter or a broker, and none of those show their work. Here the range comes from your collections and earnings, with the reasoning visible, and anything that would cost you at closing is flagged while it can still be fixed. Selling to a dentist, a group, or not at all stays your decision.
Most first practices are bought on a P&L the buyer can't check and a patient count nobody has counted. Here the numbers match the practice software and the bank, production by provider is on the page, and your CPA and lender review the same file with their own logins. Groups see every practice in one format.
Chasing the office manager for reports and reformatting the P&L for the fourth buyer is done for you and reviewed by you. Listings go to market with the diligence already answered, so the letter of intent holds. Your clients and your buyers stay yours.
Statements, tax returns, production reports and AR arrive organized, with adjusted earnings rebuilt line by line. Your review starts with judgment instead of data entry, and your findings go into the same room as the deal.
Collections history, payer mix, lease terms, existing debt, entity documents and the buyer's file, in the order your credit memo needs them. Upload your term sheet into the same room.
You sit in the deal with your client, the numbers already reconciled and the chasing handled. What's left is what they hired you for: what the numbers mean, and what to do about them.
The same five steps on every practice, whoever brings it in. Each side keeps its own broker, attorney and advisors. The platform keeps the facts.
The seller, or their broker, opens the practice and invites the people involved. A mutual NDA is signed electronically before anything is shared, and nobody's link works until it is.
AI: prepares the NDA, confirms the signature, and files the executed copy.
The seller connects the practice software, the books and the bank, or uploads the records. A valuation range comes back within days, with the three sources reconciled and every assumption shown.
AI: reconciles collections to deposits to reported revenue, rebuilds owner earnings, and flags what a buyer or lender will question.
Buyers, their CPAs and their lenders review with their own access. Every question and request lives in one thread rather than in six inboxes.
AI: chases missing items, answers from the record where it can, and drafts the rest for a person to approve.
Offers, the letter of intent and the purchase agreement move through clear stages. The parties negotiate through their own representatives, working from the same facts.
AI: lays offers side by side and tracks what each party still owes.
Financing, credentialing transfer and payroll handoff on one checklist through to funding, so the last month doesn't undo the first four.
AI: keeps the closing checklist current and follows up on every open item.
We provide the platform and the AI services, and we're paid for those. We don't negotiate for either side, and we earn no more if the price goes up or down. That's what lets a seller's CPA and a buyer's lender trust the same file. Each side keeps its own broker, attorney and advisors; what they share is the facts.
Most owners now have both options, and the better one depends less on the headline price than on how it's paid, what's expected of the seller afterward, and who runs the practice. Both kinds run on the platform the same way.
| Selling to a dentist | Selling to a DSO or group | |
|---|---|---|
| How it's priced | Usually a percentage of collections, checked against owner earnings | Usually a multiple of adjusted EBITDA |
| How the seller is paid | Cash at closing, usually financed by the buyer's lender | Cash at closing, often with equity rolled into the group, whose value depends on the group's own exit |
| The seller's role after | A transition period, often a few months | Often an employment agreement for several years, with production targets |
| Who runs it after | The buying dentist | The group's management; clinical decisions stay with dentists |
| Financing | Bank or SBA loan; the lender reviews the numbers | The group's own capital |
| What the buyer checks most closely | Collections, patient base, and whether patients stay | Adjusted EBITDA, payer contracts, and provider production |
A practice isn't a business with revenue and a multiple. It's a patient base, a hygiene schedule, a payer mix and a lease, and its value moves with each of them. Everything here is organized around those, not around a generic P&L.
Some owners who think they want to sell really want to stop running the business. If that's you, you may not need to give up ownership. For some practices, Dion Health can run operations as your management company while you keep the practice, every clinical decision, and the option to sell later.
"I've sold a practice group and I'm buying practices now. On both sides, most of the work was getting the information straight. I built one place where everyone in the deal has the same information, and software does the getting."
Tell us who you are and what you're working on. We'll walk you through it on your own practice or listing, with your numbers, not a demo account.
Practice owners: start with a free valuation. You share your numbers securely and get a range with every assumption shown. No obligation.
A member of our team replies within one business day.