Find the Best Fit For Your Dental or Orthodontic Practice.

I was still a student at the time, and a proud daughter of my hard-working physician and entrepreneur parents who were gearing up to sell their dental and orthodontic practices after many successful years of creating beautiful smiles and growing their small businesses.  Studying business in college, I was eager to learn more about the details and process of each of their deals – this wasn’t a case study I read in class but a real-time transaction I was able to witness firsthand.

Flash forward a few years, I am now graduated and working as an Analyst at The Laurel Group.  I have now worked on several deals alongside my TLG team – truly savvy, professional businessmen who have executed countless successful, high-stakes transactions.  Learning from Bill, Bryce and John for even just a short amount of time, I could confidently say that they had taught me the ins and outs of how a successful transaction should be conducted and how an investment banker should represent the seller (and I’m not just saying this because they pay me). 

I reflected on the details of my parents’ deals, the brokers who guided them and the exorbitant commission fees they paid.  When I brought my parents’ experience to the attention of my Partners, they were shocked.  In their decades in the financial services industry, they had not heard of such predatory practices and pricing as was going on in the dental advisory business.  We spoke to several other dentists and orthodontists and learned of their similar negative experiences selling (or trying to sell) their practices.  We couldn’t stand to hear any more of these stories and decided to be the change that the dental advisory market so desperately needed. 

With the help of our Advisory Board, consisting of industry professionals and practitioners who have each successfully monetized their practices (which includes Dr. Mom and Dr. Dad, of course), we got to work learning the ins and outs of the market and the many DSO buyer options.

The Laurel Group has started a Dental Advisory Practice because we are tired of hearing dentists and orthodontist tell us “I was naive”, “this isn’t my world” and “I don’t have the financial tools for this”.

-Jolie Goldberg

Don’t Let This Happen to You:

• A California-based Orthodontist who was left at the altar a week before the scheduled closing by a DSO who decided to “step away from making investments.”

• A dentist in the Southwest who took Holdco equity that is currently worth less than face value, who believed “the equity will probably triple over the next few years.”

• Dentists and Orthodontist who paid a 10% fee to sell their business believing that is “market rate” for a premium service.

• Dentists who hired an advisor to protect their interest only to learn later their “trusted partner” was also paid by the buyer of their practice.

How We’re Different:

• Our Founders come from a world where greedy transaction advisors who take advantage of their clients would quickly be out of business.

• We analyze DSO’s capital structure and funding partners to provide independent judgment on (a) their ability to close, (b) the appreciation potential of their equity, and (c) a realistic timeframe for a liquidity event.

• We charge our clients 5% and never accept compensation from buyers.

Advisory Board

Dr. Lisa Grant, DDS

Founder of Grant Orthodontics

Top Dentist 2017 & 2019