Allocation Schedule – When Buying or Selling a Practice
Show Notes
In this episode of Dental Unscripted, Michael Dinsio is joined by dental CPA and advisor Morgan Hamon to unpack the often-overlooked—but critically important—topic of allocation schedules in dental practice transitions. Whether you’re buying your first practice, preparing to sell, or just want to understand how purchase prices are split between assets and goodwill, this episode is for you.
We break down how allocation affects taxes, why it matters more to sellers than buyers, and how to avoid common pitfalls.
Plus, insights on depreciation, amortization, and how to time deductions to your advantage.
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Morgan Hamon is a Partner at the firm with over 20 years of experience in full-cycle accounting and business consulting, specializing in dental practices. He helps practice owners streamline operations, improve cash flow, and make strategic financial decisions that drive long-term profitability.
Previously, Morgan served as President of HDA Accounting Group, a dental-focused CPA firm that grew to serve over 900 practices nationwide under his leadership. A former U.S. Navy F/A-18 pilot and instructor, Morgan brings discipline, precision, and strategic insight to every client engagement.
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