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Show Notes

Your broker pulled the reports and your CPA checked the financials but neither of them dig into the practice operationally at the ground level, you know where the reality of how a practice operates is hiding in plain sight. This episode breaks down “the chart audit that actually protects dental buyers.”  Michael Dinsio, MBA and Paula Quinn, BSDH walk through the due diligence layer, the operational chart audit that reveals whether a dental practice acquisition will support or sink its new owner after closing day.

What you’ll discover:

• Why a broker reported 1,500 active patients but the real number was closer to 1,000
• The 18-month rule for separating true hygiene patients from inflated software counts
• How pre-appointment rates predict whether your schedule will be full or empty in six months
• Why $200K in ortho revenue became a liability for a buyer who couldn’t do the procedures
• How transition plans quietly eat cash flow when nobody re-runs the projections
• What procedure code clusters reveal about complex cases you may not be able to replicate
• Why AR reports and collection protocols expose front office problems before you close
• The difference between validating broker data and auditing real operational risk

Perfect for dentists in the acquisition process, first-time buyers navigating due diligence, and anyone focused on dental practice profitability before and after the close.

The real risk in buying a dental practice isn’t in the numbers your CPA already checked, it’s in the operational patterns nobody examined. This episode gives you the framework to audit what actually matters before you sign.

Subscribe and watch on YouTube: https://www.youtube.com/@DentalUnscripted
Website: https://dentalunscripted.com

🌟 If this episode helped you feel more prepared for your acquisition, leave a rating and review, it helps other dentists find us. 🫶

Keywords: dental practice profitability, buying a dental practice, dental practice acquisition, dental practice management, practice acquisition, dental practice operations, dental practice finances, dental practice challenges, owning a dental practice, practice ownership journey, dental business, dental practice tips, dental practice hacks, running a dental practice, dental coach

Production by © Dental Unscripted 2026
The content provided in this episode is for informational purposes only and does not constitute legal, financial, or tax advice. Always consult with a qualified professional regarding your specific situation.