Why the Start of the Year Is the Smartest Time to Plan a Dental Practice Transition

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How January and February Create More Control Over Taxes, Timing, and Deal Structure

Most dental practice transitions take months, not weeks. That’s why the earliest part of the year offers a critical advantage for both sellers and buyers. Our latest whitepaper, January and February: The Tax Planning Window for Dental Practice Transitions, explains how early planning can reduce tax exposure, support better purchase price allocation, and help both sides avoid costly surprises later in the process.

The whitepaper covers:

  • How sale timing affects marginal tax rates and income recognition
  • Why purchase price allocation should be addressed during the LOI, not after
  • Key Q1 tax considerations CPAs evaluate for sellers and buyers
  • The role of Section 179 and depreciation in post-close cash flow
  • Common tax and allocation pitfalls that quietly erode deal value
Paul Consani

Meet the Experts Behind This Whitepaper

Paul Consani Helps Dentists Navigate Practice Transitions with Planning and Precision

Paul Consani is an experienced facilitator and current member of the Practice Valuation Study Group, an extensive network of appraisers across the country dedicated to providing honest and detailed valuations of dental practices. Since co-founding Consani Associates in 1996, Paul has been brokering dental practice transitions as well as addressing groups across the nation on subjects such as practice sales, associateships, and partnerships.