GENERAL FAQS
01.
When should I start speaking with an advisor?
Earlier than most dentists expect. Whether you’re buying, selling, or simply exploring options, early conversations help clarify what matters, identify risks, and avoid decisions that limit flexibility later. Starting early doesn’t mean committing, it means understanding.
02.
What does a discovery call involve?
Discovery calls are complimentary and designed to be low-pressure. We focus on understanding your goals, answering initial questions, and determining whether working together makes sense. If we’re not the right fit, we’ll tell you.
03.
Do I need to know exactly what I want before reaching out?
No. Many dentists come to us unsure of their next step. Our role is to help you get oriented, understand your options, and decide what path, if any, makes sense for you.
04.
How confidential are these conversations?
All conversations are treated as confidential. Many dentists reach out while still exploring options, and discretion is a priority from the very first conversation.
05.
What if I’m just looking for perspective, not a full engagement?
That’s completely fine. Not every conversation leads to a formal engagement. Sometimes the most valuable outcome is simply clarity around timing, readiness, or next steps.
06.
When does working without an advisor become risky?
It becomes risky when decisions are made with incomplete information, conflicting advice, or time pressure. High-stakes choices, like deal structure, valuation, and timing, can have lasting financial and personal consequences. Guidance helps reduce blind spots, not independence.
GIVE YOUR PRACTICE THE ADVANTAGE APPROACH
Working with Advantage Approach means partnering with advisors who take the time to understand your goals, your practice, and the decisions in front of you. We bring clear market insight, thoughtful strategy, and a commitment to transparency, so you can move forward with confidence.
Our approach is personalized, collaborative, and grounded in long-term thinking. By combining accurate analysis, professional coordination, and honest guidance, we help ensure each decision supports both your professional and personal objectives.