Honor your years of dedication with a smooth, carefully planned transition guided by OMS Partners.

The Challenge of Transitioning Your Practice

After years of building a successful oral surgery practice, the idea of selling, passing it on, or restructuring can feel overwhelming.

How do you maximize the value of what you’ve built?
What are the tax implications you should prepare for?
How do you ensure patients and staff experience a seamless change?

Without the right guidance, many surgeons risk:

Undervaluing their practice
Losing significant income to taxes
Facing unexpected liabilities after the deal closes

The effort you’ve put into your practice should carry forward into a transition you can trust.

Meet team widget image 1 oms partners llc

The Support Every Practice Transition Needs

You’ve worked hard to grow your practice — we make sure you exit with confidence. OMS Partners specializes exclusively in oral surgery and medical practices, which means we understand the unique complexities you face.

Consultants at OMS Partners are your personalized support that offer you:

Specialized expertise. We combine financial, operational, and tax strategy under one roof.
Decades of experience. We’ve guided countless surgeons through successful transitions.
A clear process. We remove the guesswork so you always know the next step.

We’re here to be your guide, ensuring that your years of work translate into lasting security and peace of mind.

Your Step-by-Step Dental Practice Transition

A smooth practice transition requires careful planning and the right guidance. Here’s how we help:

Assessment & Valuation
Understand the true value of your practice and uncover opportunities to strengthen it before a transition.
Tax & Deal Structuring
Decide on the right path — asset sale, equity sale, or hybrid — with strategies to reduce tax burden and protect your wealth.
Negotiation & Deal Terms
From buyer agreements to contingency planning, we negotiate in your best interest so you don’t leave money on the table.
Due Diligence & Closing
Navigate legal, financial, and operational checks with confidence, ensuring the deal closes smoothly.

Transition & Legacy Planning
Prepare your staff, reassure your patients, and protect your reputation as leadership changes hands.

Types of Practice Transitions

There are two main types of practice transitions: external transitions and internal transitions. In an external transition, the sale of the practice goes to another individual or entity outside of the current practice. An internal transition involves working with an associate currently employed by the practice.

Internal Practice Transitions

The main benefit of internal practice transitions is not having as much uncertainty with the process. Since the current business owner is familiar with the other party, having hired the associate, there is a comfort factor that is always present. Of course, there will be some ups-and-downs throughout the negotiation process, but the respect factor between both parties typically makes the practice transitions much easier.

External practice transitions

External transitions typically occur when an internal transition isn’t possible. The process of an external practice transition is usually a little different since there are confidentiality concerns, due diligence practices, financial disclosures and more. Many of the contractual documents in an external transition aren’t created until the prospective buyer shows serious interest, including but not limited to making an offer.

Request Consultation

The Difference Strategic Guidance of OMSP Makes

When you partner with us, you don’t just get a transaction, you get a strategy that puts you in control of the outcome. With OMS Partners guidance, you can:

Maximize the value of your practice
Minimize taxes and post-sale liabilities
Protect your staff, patients, and community relationships
Achieve peace of mind that your legacy will continue

Frequently Asked Questions

How Do I Propose to Start an Internal Practice Transition?

Internal practice transitions are big decisions. However, you do not have to navigate them alone. OMS Partners helps you navigate the negotiation process so that both you (the current practice owner) and the other party (the potentially new practice owner) feel like the practice transition and negotiations are fair and equitable.
How Far Ahead Should I Plan Ahead for a Practice Transition?
Practice transitions can take a long time due to the various elements that come into play. Therefore, the earlier you start your practice transition process, the better. The best way to prepare for a practice transition is to get all of your documents in order, including:
- Organized financial statements that are ready for review
- Pre-approved letters from lenders for the buyer
- Associate contracts on behalf of the hiring doctor
- Clear business objectives from the incoming associate
The longest part of the practice transition can be finding the right oral surgeon who fits your transition goals. That is where OMS Partners comes in — we handle the vetting process on your behalf. We help identify motivated, high-quality candidates who are not only ambitious but eager to take their next step toward ownership.
How Would a Practice Transition Factor into My Financial Plans?

Practice transitions can have various financial implications that you must keep in mind. It is important to note that every business’s financial situation is different, and the financial situation surrounding every practice transition is just as distinct.

You should also keep tax rates in mind during practice transitions. While neither party can control the tax rate, if they negotiate the purchase price correctly, both parties can save significant tax money throughout the transition.

For example, during a transition, both parties must determine whether they want the sale to be an asset sale or an equity sale. In an equity sale, your profit would be considered capital gains and taxed as such. However, in an asset sale, the profit would be a mix of capital gains and ordinary income.

At OMS Partners, we specialize in analyzing your specific financial plans so we can provide you with an estimated cost for the transition. We can also help you balance or reduce the associated costs so you receive maximum profits.