From Due Diligence to Day One of Ownership

Dr. Pete Lahti leaned on experienced Dental Success coaches to work through an acquisition and the surprises of his first week as an owner.

Member

Dr. Pete Lahti

Status

DSN Member

Practice

Equity Dental

Location

Brookings, OR

Week 1

ownership questions answered in his first week

30 days

post-acquisition operational action plan

The challenge

Dr. Lahti had found the practice he wanted to buy, but he needed guidance through due diligence and the transition into ownership. When he sat down for his interview, he had closed on the practice just over a week earlier.

The support

Dr. Mark Costes and the Dental Success mastermind coaches helped Dr. Lahti work through his acquisition questions and the unfamiliar operational issues that came up in his first week, so he could learn from experienced operators instead of figuring out every lesson on his own.

Those questions are answered, and I feel like I’m leaving here with a lot of clarity for what’s gonna be the next steps going forward.

Dr. Pete Lahti

The results

Dr. Lahti had coaching support throughout due diligence and got answers to his early ownership questions within his first week, leaving with a clear set of next steps for the practice.

The takeaway

Buying a dental practice comes with a long list of unknowns, and having seasoned owners in your corner turns that first week from overwhelming into manageable.

Buying or starting a practice?

Get guidance from owners who have done it, plus manuals that map out acquisitions and start-ups step by step.