Ownership and succession
Professional-entity formation, associate buy-ins, shareholder agreements and buy-sell terms. We address decision rights, valuation and an owner's departure before a disagreement makes them urgent.
Names and locations
Dental Board of California Fictitious Name Permit and Additional Office Permit applications, with the ownership and address details considered together. These are Board processes distinct from a county business-name filing. Fictitious-name guidance · Additional-office guidance.
People and premises
Associate compensation, employment terms, hygienist and other workforce arrangements, equipment leases and buildout responsibilities. The documents should support the schedule and operation you intend to run.
Support agreements
Management fees, purchasing, staffing support, reporting, performance obligations and termination rights. We identify who is responsible for each service and how the practice can address a failure to deliver.
Professional control
Ownership and decision rights need review alongside the support model. The Dental Board's fictitious-name framework addresses ownership and control of the practice; we examine the actual arrangement rather than relying on the DSO label. Dental Board requirements.
The next acquisition
Asset and equity transactions, rollover equity, financing, landlord consents and transition services. We connect the closing conditions with the permits and operating arrangements that need attention.
For broader management-company work, see Healthcare Management & Services.
Procedure-specific permissions
We identify the Dental Board permits relevant to the planned services, including sedation or anesthesia where applicable. A practice acquisition and a clinician's permit are separate questions. Dental Board permits.
Imaging
For X-ray equipment, we address California Department of Public Health (CDPH), Radiologic Health Branch, registration questions alongside equipment and premises agreements. CDPH radiation-machine registration.
Records and vendors
Practice-management software, patient-record custody, vendor access and transition terms. We clarify what happens to information when an owner leaves or a service relationship ends.
Yes. Bring the proposed economics and any purchase, employment, equity or support terms already shared. We can help identify which commitments deserve negotiation while the structure is still open.
Yes. We agree on a defined matter and fixed fee. We also look for connected questions, such as whether a new compensation arrangement affects a buy-in already being discussed.
