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Dental Practice Appraisers and Brokers

2011-2012 Edition

Directory of

2011-2012 Edition Directory of Dental Practice Appraisers and Brokers

Table of Contents

Introduction

i

Disclaimer

ii

Alphabetical Listing of All Vendors

iii

Appraisers and Brokers Information by Name

1-21

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

Introduction

The American Dental Association's (ADA) Council on Dental Practice developed this Directory of Dental Practice Appraisers and Brokers to provide dentists with a resource to aid in the transition and valuation of a dental practice. Valuating a dental practice often becomes necessary during the life cycle of a practice. The natural progression from office inception and startup, to growth, and finally, to sale to another individual, requires knowledge of the worth of that practice. Other reasons for value determination could be a valuation made prior to the formation of either a dental associateship/partnership; for the purchase of a satellite office; determining a practice's value in order to finalize a divorce, settle an estate or when returning to dental school for specialty training. Whatever the reason, valuation methods to determine the "fair market value" of service businesses can vary widely. In many transactions, matters of goodwill and other intangibles, as well as changes in tax law, are difficult to determine. However, lenders, insurance underwriters, potential dental partners or associates may require that the worth of a dental practice be known in advance of any decisions. The 2011-2012 Directory of Dental Practice Appraisers and Brokers is a listing of professionals who are engaged in providing dental practice appraisal and who have paid to advertise their services. The Council on Dental Practice does not endorse or imply any endorsement of these individuals, nor did the Council review or verify the information contained in their individual listing (see full disclaimer on next page). For more information on the details of particular valuation or transition methods, dentists may find help in the American Dental Association publications; "Valuing a Practice: A Guide For Dentists", item J060, or "Transitions: Navigating Sales, Associateships & Partnerships in Your Dental Practice", item J043, available from the ADA Catalog Sales at www.adacatalog.org or by calling 1.800.947.4746. To download a free copy or to view and search the Directory by Region, State/Providence and/or Business Characteristics, please visit: ADA.org/pracdirectory To order a copy of the Directory or for assistance accessing it online, please contact the Council on Dental Practice at 312.440.4647 or email [email protected]

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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Disclaimer

The information contained in the Directory has been supplied by the companies and individuals listed herein, who have paid to advertise their services. The information listed in the Directory has not been reviewed or verified by the American Dental Association, including for accuracy. A listing in this Directory does not indicate and is not to be construed as, an endorsement by the American Dental Association of the listed entity, the accuracy of the data in its listing, or the entity's method of valuation. The ADA makes no representation or warranty of any kind about the completeness, accuracy, or any other quality of the Directory, and expressly disclaims all warranties, including all implied warranties (including as to merchantability and fitness for a particular use). The ADA disclaims any and all liability regarding the information contained in the Directory, for the choice by dentists of any specific appraiser or consultant, and for any appraisal or consultation services that may be provided. To the extent the Directory includes links to any web site(s), the ADA intends no endorsement of their content and implies no affiliation with the organizations that provide their content. This Directory is intended merely as an aid to dentists seeking to identify prospective appraisers or consultants. Individual dentists are advised to carefully assess the information contained herein, and to consult with their own professional advisors before retaining the services of any particular appraiser or consultant. Indeed, the ADA urges that dentists seek competent advice whenever selecting persons to provide services to assist them in their business dealings.

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Alphabetical List of 2011-2012 Dental Practice Appraisers and Brokers

ADS Midwest (formerly The Dental Marketplace) ADS Precise Consultants ADS Watson, Brown & Associates American Practice Consultants CCC Practice Appraisal Consani Seims Limited ddsmatch.com Henry Hemmen and Associates, Inc. Henry Schein Professional Practice Transitions Lee Skarin and Associates, Inc. Links2Success Nadean Burkett & Associates Northern California Practice Sales Paragon Dental Practice Transitions Professional Practice Planners, Inc. Professional Transitions, Inc. SAS Transitions Dental Practice Brokers Shea Practice Transitions, P.A. Sherri L. Henderson & Associates The Clemens Group The Hindley Group, LLC 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21

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ADS Midwest (formerly The Dental Marketplace)

Contact Information Guy Jaffe 2518 Bopp Road St. Louis, MO 63131 Years in Business: 24 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations ADS/American Dental Sales (past President) Certifications Licensed Illinois Business Broker Licensed Real Estate Broker (Missouri & Illinois) Regions US: Midwest Canada: Nationally Published Author on Transitions Guest Lecturer Washington University 1968 Degrees: MBA, BA/BS N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 314.997.0535 Office Fax: 314.997.0196 Email Address: [email protected] Website: www.adsmidwest.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Guy Jaffe is a principal of ADS Midwest and founding member and past President of ADS (American Dental Sales). Guy has been serving members of the dental profession for the past 24 years. He provides practice appraisals, practice sales, partnerships and associate buy-ins/buy-outs in the states of Missouri, Illinois and Iowa. The office is open every evening until 10:00 p.m. in order to accommodate dentists who prefer to discuss appraisals and sales in a confidential manner. Practice showings are only done when the dental office is closed. ADS Midwest has relationships with lenders who specialize in the funding of practice acquisitions and are likely to provide favorable terms and conditions. ADS Midwest has also fashioned a system to make purchase agreements thorough, close quicker, and costs more economical. References are available upon request. ADS Midwest offers an initial complimentary and confidential consultation. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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ADS Precise Consultants

Contact Information Edward Esposito 1776 S Jackson St., #612 Denver, CO 80210 Years in Business: 25 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations NACVA CBR Certifications Licensed Illinois Business Broker Licensed Real Estate Broker (Missouri & Illinois) Regions US: All Canada: Nationally Published Author on Transitions IBA NAR Degrees: DDS/DMD, MBA Y Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 303.759.8425 Office Fax: 303.675.6151 Email Address: [email protected] Website: www.adsprecise.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Dr. Peter J. Mirabito, DDS and Mr. Edward R. Esposito, MBA, of ADS Precise Consultants started in 1986. They assist Dentists in selling their practices, finding Associates for their practices and forming partnerships for their practices. They are also licensed to sell dental practice real estate in Colorado. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

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ADS Watson, Brown & Associates

Contact Information Frank Brown 1202 Richardson Dr., Suite 203 Richardson, TX 75080 Years in Business: 20 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations ADS Practice Valuation Study Group Certifications Licensed Illinois Business Broker Licensed Real Estate Broker (Missouri & Illinois) Regions US: South, West Canada: Nationally Published Author on Transitions Texas Dental Association Baylor University College of Dentistry (Watson); Southern Methodist University School of Law (Brown) 1967 LL.M. (taxation) Degrees: DDS/DMD, JD N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 469.222.3200 Office Fax: 800.549.5170 Email Address: [email protected] Website: ADStexas.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business ADS Watson, Brown & Associates is the only brokerage firm in the country with both a Dentist and Tax Attorney/Accountant. Our team provides each client with years of dental practice transition experience, backed by in-depth knowledge and credibility essential to making your practice transition seamless and successful. We provide the following services with a common sense, bottom-line approach, for dentists in Texas. If you are considering the sale of your dental practice, call us today for a free practice valuation and consultation. Our office number is 469.222.3200. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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American Practice Consultants

Contact Information Philip Cooper 704 E. Main Street, Suite D Moorestown, NJ 08057 Years in Business: 26 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Institute of Business Appraisers American Society of Appraisers Certifications Practice Valuation Study Group International Business Brokers Association U of Penn Dental; Rutgers School of Management 1976 Degrees: DDS/DMD, MBA N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 800.400.8550 Office Fax: 856.727.0277 Email Address: [email protected] Website: www.ameriprac.com

Regions US: East Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business We provide three primary services to dentists: Practice Sales, Practice Appraisals and Partnership Arrangements. We have been in business for twenty-six years and have been involved with hundreds of successful transactions. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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CCC Practice Appraisal

Contact Information Glenn Williams 1615 Hill Road #7 Novato, CA 94947 Years in Business: 15 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Institute of Business Appraisers Bloomsburg University of Pennsylvania 1984 Degrees: BA/BS Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 415.898.2931 Office Fax: 415.892.1212 Email Address: [email protected] Website: www.cccdentalpracticeappraisal.com

Certifications

Regions US: West Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business CCC Practice Appraisal has been specializing in dental practice appraisal and related services since 1996. Glenn Williams has over 27 years of dental industry experience and is a member of the Institute of Business Appraisers. We are not a broker of any kind, offering only independent and objective value opinions. We are professional and confidential, there is never a charge for initial consultation. CCC offers a range of options for dental professionals from equipment appraisal only, to comprehensive practice valuation reports. Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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Consani Seims Limited

Contact Information Joseph Consani 16300 Christensen Road, Suite 213 Seattle, WA 98188 Years in Business: 15 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Practice Valuation Study Group ­ PVSG Institute of Business Appraisers Certifications American Dental Sales Guest Lectures University of Michigan 1958 Degrees: BA/BS Associate Dean Emeritus, OHSU School of Dentistry N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 866.348.3800 Office Fax: 866.348.3809 Email Address: [email protected] Website: www.mydentalbroker.com

Regions US: North, West Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Doctors have trusted their dental practice sales to Consani Seims Limited since 1996. We represent dental practice opportunities in Washington, Oregon, Idaho, Montana, Hawaii and Alaska. We hold an extensive database of doctors actively looking to practice in the states we serve and continually recruit new doctors to these areas. Consani Seims Limited also provides dental practice transition consulting services including associate placement and partnership facilitations. We help to match the right doctor with the right practice and make the experience positive and predictable for everyone involved. Whether you are planning to sell your practice this year or are planning for a transition in the distant future, a meeting with Consani Seims Limited can provide you with valuable information from the people who know the marketplace. Call us today! Toll free 866.348.3800. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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ddsmatch.com

Contact Information Thad Miller 12800 N. Meridian Street, Suite 400 Carmel, IN 46033 Years in Business: 3 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations NFDH, Board Member Dental Lifeline Network, Board Member Certifications Six Sigma, Green Belt Regions US: Midwest Canada: Indiana Golf Foundation, Board Member Indianapolis District Dental Society Indiana University 1994 Degrees: BA/BS N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 317.679.4285 Office Fax: 317.275.7440 Email Address: [email protected] Website: www.ddsmatch.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business ddsmatch.com specializes in connecting buyers and sellers by integrating tremendous relationship capabilities, using a unique process and supported by a robust website. "The Trusted Transition Process" is a detailed step-by-step process that works in tandem with both parties resulting in a successful transition of the dental practice. Thad Miller, President of ddsmatch is a dental industry leader with 16 years experience. His circles of influence span across the United States and include practicing dentists, dental schools, manufacturers, suppliers and beyond. With his experience in the dental industry as a leader of a dental supply company, he saw firsthand the difficulty dentists had when it came time to buy and sell a practice or find a partner for the practice. He wondered... "what if the process could be professional, streamlined and efficient? Utilizing technology, yet never losing the human touch?" These questions led him to found ddsmatch.com.

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X X X

Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Henry Hemmen and Associates, Inc.

Contact Information Henry Hemmen 1035 Lincoln Road, Ste. 204 Bettendorf, IA 52722 Years in Business: 47 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Practice Valuation Study Group National Society of Accountants Accountants Association of Iowa Certifications Accredited Tax Preparer Regions US: All Canada: Accredited Tax Advisor Independent Accountants Association of Illinois Institute of Business Appraisers Augustana College Rock Island, IL 1961 Degrees: BA/BS Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 800.745.1438 Office Fax: 563.355.4822 Email Address: [email protected] Website: www.hemmenassoc.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Henry Hemmen and Associates, Inc. is a 47-year-old Dental Management/Brokerage firm offering Practice Appraisals, Practice Transition Assistance for Buyers or Sellers, Associate Buy-In/Buy-Out Agreement Assistance, Employment Agreement Assistance and Income Tax Guidance involving Practice Transitions. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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Henry Schein Professional Practice Transitions

Contact Information Dr. Eugene Heller 10920 W Lincoln Avenue West Allis, WI 53227 Years in Business: 28 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations American Dental Association Certifications Wisconsin Dental Association Marquette University, School of Dentistry 1976 Degrees: DDS/DMD Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 800.730.8883 Office Fax: 414.290.2559 Email Address: [email protected] Website: www.henryschein.com/ppt

Regions US: All Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Planning and preparation are vital to a successful career transition. Henry Schein Professional Practice Transitions can provide the advice and guidance needed to accomplish your plans. We offer an unmatched nationwide network of contacts with extensive knowledge, who will ensure a smooth transition with your best interests in mind. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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Lee Skarin and Associates, Inc.

Contact Information Kurt Skarin 530 West Stafford Road Westlake Village, CA 91361 Years in Business: 29 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Loyola Law School 1982 Degrees: PHD, JD Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 805.777.7707 Office Fax: 805.777.0051 Email Address: [email protected] Website: www.leeskarinandassociates.com

Certifications

Regions US: West Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Lee Skarin and Associates are dental practice brokers specializing in the appraisal, sale and financing of dental practices in Southern California. The business has been established for over thirty years as a family owned and operated company. Kurt Skarin is also a licensed attorney and has been qualified as an expert in the area of dental practice sales by the Superior Courts of most of the counties of Southern California. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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Links2Success

Contact Information Christine Taxin 2 Jay Lane Hopewell Junction, NY 12533 Years in Business: 8 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Academy of General Dentistry (AGD) National Dental EDI Council Speaking Consulting Network Certifications Las Vegas Institute (LVI) Coach Training Alliance Regions US: All Canada: Founding Member Academy Oral Systemic Health American Academy for Oral Systemic Health American Association of Dental Consultants Degrees: Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 914.450.2906 Office Fax: 888.714.0389 Email Address: [email protected] Website: www.links2success.biz

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Christine Taxin is the founder and president of Links2Success, a practice management consulting company to the dental and medical fields. Prior to starting her own consulting company Ms. Taxin served as an administrator of a critical care department at Mt. Sinai Hospital in New York City and managed an extensive multispecialty dental practice in New York. With over 25 years as a practice management professional she now provides private practice consulting services, delivers continuing education seminars for dental and medical professionals and serves as an adjunct professor at the New York University (NYU) Dental School and for the Dental Residency Programs at Jamaica Hospital Medical Center and Mammomities Hospital. Ms. Taxin is passionate about helping dental practices reach their highest potential. In her consulting work she helps practices strengthen their communication skills, their ability to work as a team, setting goals, and all medical and dental billing techniques.

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Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X

Nadean Burkett & Associates

Contact Information Nadean Burkett 120 - 2227 St. Johns Street Port Moody, BC V3h 2A6 Canada Years in Business: 7 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Real Estate Council of British Columbia Certifications Certified Dental Assistant (non-licensed) Regions US: All Canada: RealaCorp Management (Vancouver, BC) BCIT, UBC 2004 Degrees: Business Commerce/Marketing Program Y Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 604.939.5009 Office Fax: 866.516.8815 Email Address: [email protected] Website: www.empoweredbynba.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Not everyone recognizes transition is more than buying and selling practices. We do. NB&A is your full-service transition coach and resource for practitioners at every stage of their career and business cycle. We specialize in customized solutions in the areas of successor planning & exit strategy development, complete practice valuations, feasibility studies, recruitment negotiations & buyer and seller representation. As your transition coach, we are committed and trained to meet and exceed expectations for service that empower you to set reasonable goals, act decisively and achieve optimal results. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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Northern California Practice Sales

Contact Information Stephen Molinelli 1126 Broadway, Suite 8 Burlingame, CA 94010 Years in Business: 15 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Arthur A. Dugoni School of Dentistry Alumni Assoc. Catholic Charities of the Bay Area Certifications California Department of Real Estate Regions US: West Canada: The First Tee of San Francisco The Guardsmen of San Francisco University of the Pacific (UOP) 1989 Degrees: BA/BS California Department of Real Estate Licence N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 650.347.5346 Office Fax: 650.347.5326 Email Address: [email protected] Website:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Northern California Practice Sales specializes in the sale and appraisal of dental practices. With over fifteen years of experience assisting the profession of dentistry, Stephen Molinelli brings a record and history of industry knowledge and business perspective having successfully dealt with all aspects of buying and selling of dental practices including: contract negotiation/procurement, sales, buy-ins, financing, appraisals, dissolutions, sale upon death/disability, lease negotiation/assignment, locum tenens and independent contractor arrangements. We pride ourselves on the level of trust developed over the last fifteen plus years and provide service matched by no other broker, and at a fair price. We care about reputation and success: the buyer's, the seller's and our own. Please contact us to find out how we can help you with your transition needs and concerns. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

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Paragon Dental Practice Transitions

Contact Information Mellody Chipley P.O. Box 2485 Ridgeland, MS 39158 Years in Business: 23 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations CFP, CMA, RDH, MPH, FAGD Degrees: MBA, PHD, DDS/DMD, CPA, BA/BS N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 601.898.1867 Office Fax: 601.898.1869 Email Address: [email protected] Website: www.paragon.us.com

Certifications

Regions US: All Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business With offices located nationwide, PARAGON offers professional consultation and related services to the healthcare professions with primary emphasis on the dental profession: comprehensive dental practice valuations (including a written valuation and analysis report); practice sales; pre-retirement sales; practice acquisitions; practice mergers; associateships; partnerships and practice consolidations. References available by request. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X

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Professional Practice Planners, Inc.

Contact Information Stanley Pollock 332 Fifth Avenue, Suite 213 McKeesport, PA 15132 Years in Business: 27 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Institute of Business Appraisers Institute of National Equipment/Business Brokers Nat'l Society of Certified Business Consultants Certifications Master Certified Business Appraiser Master Certified Machinery & Equipment Appraiser Valuator Certified for Litigation Regions US: All Canada: Appraiser Certified in Business Appraisal Review Valuator Certified for Litigation American Bar Association American Assn of Oral & Maxillofacial Surgeons MS Degrees: PHD, DDS/DMD, JD, BA/BS Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 412.673.3144 Office Fax: 412.673.0904 Email Address: [email protected] Website:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Stan Pollock is a Master Certified Business Appraiser (MCBA) awarded by the prestigious Institute of Business Appraisers and Master Certified Machinery & Equipment Appraiser (MCMEA) awarded by the prestigious Institute of National Equipment and Business Brokers. At this time, the only individual and Doctor in the United States with both awards. For many years he actively practiced oral & maxillofacial surgery in western Pennsylvania and for over 27 years has been a practice broker, appraiser and transition specialist. Specializing in professional practices, he has performed valuation services in each of the 50 states including Alaska, Hawaii and Canada. Stan has served as an "expert witness" in 12 states. He has authored many articles in professional journals and chapters in professional learned treatises and in 2011, was editor of the textbook, the Art of Dental Practice Appraisal.

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X X X X

Professional Transitions, Inc.

Contact Information H.M. (Hy) Smith 999 Vanderbilt Beach Road, Suite 200 Naples, FL 34108 Years in Business: 37 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Institute of Business Appraisers (IBA) ADS - frmly American Dental Sales (past President) Certifications Licensed Real Estate Broker IBA Business Valuation Expert Witness Regions US: All Canada: ASA Litigation Support Course Nationally Published Transitions Author & Speaker Practice Valuation Study Group (PVSG) Pride Institute - Director Transition Strategies California Coast 1991 Degrees: MBA Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 800.262.4119 Office Fax: 800.262.4119 Email Address: [email protected] Website: http://www.professionaltransitions.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Professional Transitions, Inc. is your nationwide dental practice transition specialist, consultant and advisor. We have evaluated, transitioned and brokered over one thousand dental practices over our 35 plus years. Through our network, we have the strongest connections for the local and national resources necessary to make your transition go smoothly. Our expertise in evaluating dental practices is considered amongst the leaders and best in the dental industry. We specialize in dental practice appraisals and practice transitions (including partnerships, fractional sales, associate buy-ins and buy-outs). We are your expert resource to buy or sell your practice, always with the utmost confidentiality and professionalism.

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X X X

Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

SAS Transitions Dental Practice Brokers

Contact Information Susan Spear 7042 South Lewis Court Littleton, CO 80127 Years in Business: 35 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations International Business Brokers Association (IBBA) Institute of Business Appraisers (IBA) Certifications Licensed Colorado Real Estate Broker CO Association of Business Intermediaries (CABI) Academy of Dental Management Consultants (ADMC) Colorado State University, Kaplan University Degrees: Licensed Broker/Business Intermediary BA/BS Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 303.973.2147 Office Fax: 303.973.1710 Email Address: [email protected] Website: www.sastransitions.com

Regions US: All Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business LICENSED BROKER/BUSINESS INTERMEDIARY, PRACTICE TRANSITION SPECIALIST Susan A. Spear, SAS Transitions Dental Practice Brokers has been providing Comprehensive Transition Support for Dental Practice Sales (Direct Sales and Associate Buy-outs), Buyer Representation, Associate to Partnerships Consulting, Exit Transition Planning and Dental Practice Appaisals/Valuation services for over 16 years. Susan is a Master at the coordination process of selling your business and helping to ensure your transition is as smooth as possible! Practice Transition Services: Transition and Exit Planning, National Practice Sales-Buyer Representation, Dental Practice Profiles ­ Apprasial/Valuation Reports, Associate and Partner Consulting and Guidance, Search Services for Associates/Partners, Professional Agreement Development and Review, Transition Maketing Plans ­ Patient Retention, and Practice Grooming to Optimize Practice Value!

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Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

Shea Practice Transitions, P.A.

Contact Information Kevin Shea 6750 France Ave, S. #114 Edina, MN 55435 Years in Business: 36 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations Charter member of American Dental Sales William Mitchell College of Law 1984 Degrees: JD Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 952.920.9411 Office Fax: 952.920.0794 Email Address: [email protected] Website: www.sheatransitions.com

Certifications

Regions US: Midwest Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Since 1975, Shea Practice Transitions, P.A. (and its predecessor PEB Pratice Sales) has been assisting dentists in the appraisal and sale of dental practices. In the Upper Midwest, our organization has the longest tenure for dental practice brokers and transitional specialists. Our services include practice appraisals, practice sales, practice buy-ins and buy-outs, buyer representation and associate searches. SPT's principal, Kevin Shea, and his associate, Ryan Brengman, are licensed attorneys with over 36 years of combined experience in dental practice transitions. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X

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Sherri L. Henderson & Associates

Contact Information Sherri Henderson 921 Circle In The Woods Fairview, TX 75069 Years in Business: 28 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations 1972 Degrees: Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 972.562.1072 Office Fax: 972.562.0379 Email Address: sherri[email protected] Website: www.slhdentalsales.com

Certifications Insurance Licensed (PMCA) Regions US: West Canada:

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business Sherri Henderson Steenson is president and founder of Sherri L. Henderson & Associates a Dental Practice Management firm since 1983 that specializes in Dental Practice Sales, Valuations, New Practice Start-Up, Buyer Representation, Delayed Sales, Associate/Partner Placement and Management Consulting. Her goal in forming SLH Dental Sales was to bring together a unique group of dental professionals that have decades of combined experience that share the same devotion to dentistry. The carefully selected team consists of a CPA, CFP, Certified Valuation Analyst, Commercial Real Estate Developer, Management Consultant and two Dentists with hands on experience. Together, they can give clients impeccable guidance through any practice transition journey. The company serves clients across Texas. References are always available. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

19

The Clemens Group

Contact Information Alan Clemens 110 E. 40th St. Suite 801 New York, NY 10016 Years in Business: 35 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations The Practice Valuation Study Group Certifications Certified Practice Management Consultant Regions US: East Canada: Certified Practice Appraiser Columbia University 1964 Degrees: MBA, BA/BS N Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y N Office Phone: 212.370.1169 Office Fax: 212.370.0210 Email Address: [email protected] Website: TheClemensGroup.Com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business With over 35 years of successful transitional experience The Clemens Group remains unmatched in a range of integrated services designed to make dental practice transitions painless and profitable. We thoroughly evaluate practices and maximize values, which has led to a plethora of satisfied sellers and successful buyers. X X X Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X X X

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association

20

The Hindley Group, LLC

Contact Information Norton Hindley 2202 Timberloch Place, Suite 218 The Woodlands, TX 77380 Years in Business: 25 Do you provide references upon request? Do you provide in-office training? Do you charge for travel costs? Education Institution Attended: Year Graduated: Other Degree: Affiliations American Society of Appraisers Certifications ASA Accredited Senior Appraiser in Bus. Valuations Certified Financial Planner Regions US: South Canada: Chartered Life Underwriter Certificate in appraisal as expert witness ASA/IBA University of Southern California 1967 Degrees: BA/BS Y Y Do you provide a written valuation report? Do you provide on-site inspection? Fixed-fee plus expenses? Y Y Y Office Phone: 281.363.9296 Office Fax: 800.856.1955 Email Address: [email protected] Website: www.thehindleygroup.com

Services Provided Associate Buy-In Agreements Associate Buy-Out Agreements Broker Dental Practices & Provide Transition Services Description of Business L. Norton Hindley III, A.S.A. has 25 years experience in consulting and transition services to dentists and dental specialists. He is certified as an accredited senior appraiser in business valuation and specializes in dental and dental specialty practices. Mr. Hindley is also a Certified Financial Planner and a Chartered Life Underwriter. In addition to practice appraisals, The Hindley Group, LLC provides assistance with the following services: · Purchase and Sale of Practice: Proposals, · Cash Management and Practice Budgets Negotiations, and Closing Documents · Capital Expenditure Analyses and Recommendations · Purchaser Representation · Banking: Loan Packages and Origination of Loans · Reorganization of the Practice for Financial Control · Practice Mergers & Reformations · Associate Buy-in & Partnership Agreements · Debt Restructuring and Creditor Negotiations · Practice Valuations Leading to Merger and Acquisition · Litigation Support

Directory of Appraisers and Brokers -- 2011-2012 Edition © 2011 American Dental Association 21

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Broker Dental Practices ONLY Dental Equipment Appraisals ONLY Employee Contracts Entire Practice Evaluation X

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