Preliminary Practice Assessments

A Preliminary Practice Assessment reveals your practice’s performance and market value. It’s a cost-effective alternative to a full valuation, with the option to upgrade. This report also offers key insights to plan for future growth opportunities and strategic decisions.

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How PPS Preliminary Practice Assessments Help

Preliminary Practice Assessments are prepared for various purposes – to get a value range for your practice for tax planning reasons, before undergoing an addition or renovation and/or to understand where there could be areas of improvement and efficiency.

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When a customer signs on with PPS they’re dealing with a team that brings 100+ yrs of Dental Experience. We take care of the entire process and the dentist has peace of mind. Contact us today to hear how we can help you.

Call Us Today.

When a customer signs on with PPS, they’re dealing with a team that brings 100+ years of Dental Experience. We take care of the entire process and the dentist has peace of mind. Contact us today to hear how we can help you.

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Frequently Asked Questions

Below you’ll find answers to some of the questions we get asked the most. Reach out anytime with other questions.

Why do I need a Preliminary Practice Assessment?

A Preliminary Practice Assessment gives you a clear picture of your practice’s estimated market value today. It is a useful tool for succession and tax planning, while also helping you understand what changes could strengthen your practice value prior to a future sale.

What information is gathered during a valuation?

Our preliminary practice assessment reviews the key drivers of practice value, including historical financial performance (2 years), practice management reports, lease details, operational structure, and office information. This helps us provide a well-rounded assessment of your practice’s current market position.

How do you get the reports?

Practice reports can be gathered in whichever way is easiest for you. Doctors may provide the reports directly, or our team can securely log in remotely to access the required information from your practice management software. We aim to make the process as seamless and convenient as possible for your practice.

How long does it take?

Our preliminary assessments are completed within 2–3 weeks after all requested documents and reports have been submitted. We work efficiently to provide timely and accurate insights into your practice value.

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If you would like more information regarding our services, please reach out anytime. Our PPS Team look forward to connecting