Complete deal coordination platform where buyers and sellers manage practice transitions from LOI to closing. AI guidance, professional network, secure document handlingâall in one platform.
â No credit card required ⢠14-day free trial included
in dental practice transitions managed
successful deal closures
average deal satisfaction rate
faster closing timeline
Everything you need to manage a successful dental practice transition
Central workspace where all parties collaborate. Share documents, track progress, and access everything in one secure location.
Real-time chat and messaging between buyer, seller, attorney, CPA, broker, and lender. Keep all discussions organized and documented.
Complete document checklist, financial review tracker, and regulatory compliance monitoring. Know exactly what's missing and what's approved.
Visual progress tracker from LOI through closing. Automated reminders, deadline tracking, and bottleneck identification.
Connect with vetted dental attorneys, CPAs, lenders, and brokers. Our network is pre-screened and experienced in dental practice deals.
Secure upload, organized storage, granular sharing permissions, and e-signature integration. All documents encrypted and backed up.
24/7 AI assistant guides both parties through every step. Answer questions, flag issues, suggest next actions, and provide best practices.
Track earnest money deposits, closing funds, and disbursements. Integration with major escrow providers for seamless reconciliation.
See how buyers and sellers coordinate their practice transition
Buyer & Seller | Dr. Sarah Lee & Dr. Michael Chen
Buyer ⢠Pediatric Dentist
Seller ⢠Practice Owner
Attorney ⢠Dental Law Specialist
CPA ⢠Dental Practice Specialist
Tax Returns (3 years)
Submitted ⢠Reviewed
Financial Statements
Submitted ⢠Under Review
Patient Records Audit
Pendingâ¦
4 simple steps from deal initiation to closing
Buyer or seller initiates the transition. Provide basic deal information and practice details.
Add your attorney, CPA, broker, lender, or other professionals. They join with one click.
Our AI advisor walks you through milestones, documents needed, and deadlines. Get instant answers.
Everything is tracked, documented, and organized. No surprises at closingâjust smooth execution.
Built for every stakeholder in a dental practice transition
Get a clear roadmap of the acquisition process. Never miss a deadline or document requirement.
â 89% say easier process
Maintain full transparency with buyers while protecting sensitive practice information.
â Faster, smoother transitions
Streamline client management, document exchange, and milestone tracking in one platform.
â 3x faster coordination
Access financial documents, collaborate with other professionals, and track financial milestones.
â Easier due diligence
Manage multiple deals simultaneously with complete visibility into every transaction's progress.
â Manage 5x more deals
Track loan applications, financial documentation, and closing coordination in real-time.
â Faster approvals
Pay once per deal. No monthly fees. No hidden charges.
Join hundreds of successful practice transitions
"I was nervous about buying my first practice. AI Transition Coordinator made the whole process manageable. The AI advisor answered every question, and having everything in one place saved us weeks."
"As an attorney, I manage multiple dental practice transitions simultaneously. This platform keeps everyone aligned and reduces my administrative burden dramatically. Essential tool."
"After 25 years in dentistry, selling my practice was my biggest transaction. The deal room gave me confidence that nothing was being missed. Highly recommend for sellers."
Everything you need to know about our platform
We use enterprise-grade encryption (AES-256) for all data at rest and in transit. All documents are stored in SOC 2 Type II compliant data centers. Access controls let you decide exactly who sees what information. We never share your data with third parties without explicit permission.
Yes. The Professional and Enterprise plans include integrations with common tools: Zapier, DocuSign, Adobe Sign, major escrow platforms, and accounting software. Custom integrations available for Enterprise plans.
Our Referral Network connects you with vetted, pre-screened dental attorneys, CPAs, and other professionals experienced in practice transitions. Browse profiles, read reviews, and request introductions directly through the platform.
Average timeline is 90-120 days. Our platform tracks all milestones and commonly adds 30-40 days of efficiency by eliminating communication delays and keeping everyone coordinated. Timeline varies based on financing, due diligence complexity, and other factors.
Yes. All new accounts get a free 14-day trial of the Professional plan. Full access to deal room, communication hub, AI advisor, and referral network. No credit card required. Convert to paid when you're ready, or cancel anytime.
One-click invitations. You control access levels for each party (buyer, seller, attorney, CPA, broker, lender, etc.). They receive an email invite and join your deal room with a single click. No signup required if already a user.
Start your free 14-day trial today. No credit card required.