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Dion Health
Selling a practice · Owners, buyers, brokers, CPAs and lenders

How to sell a dental practice: get the records in order first.

A sale runs on records. Dion Practice Solutions is a secure online workspace for dental practice sales. Each deal gets a private data room, a mutual NDA signed electronically before anything is shared, and a records checklist written for dental practices. AI reads each upload and tells the seller what is present, partial or missing. It also builds a first-pass valuation range from the practice's own numbers. It is neutral: it does not list, market or negotiate for either side.

What the workspace handles

A private data room for each sale

Separate access for the seller, buyer, broker, CPA, lender and consultant, with a record of every document view.

An NDA before records are shared

Both sides sign the mutual NDA electronically before a single record is shared.

A records checklist for dental practices

A short list first, then the complete one. AI reads each upload against it and shows what is present, partial or missing.

A first-pass valuation range

Built from the practice's own numbers, with the assumptions listed. It is a screening estimate to start a conversation, not a formal appraisal.

Drafted requests and replies

Document requests and replies are drafted for a person to approve before they are sent.

Five steps from invite to close

Invite and NDA, establish the numbers, diligence, offers and agreement, and close.

What it does not do

It does not list or market a practice

It is a workspace for a sale already under way, not a public list of practices for sale. A broker keeps their client and their role.

It does not negotiate or set a price

AI reads, checks and drafts; people make every decision. AI never negotiates, sets a price or decides anything for either side.

It does not replace your advisers

Each side keeps its own broker, attorney, CPA and other advisers. What it replaces is records passed around in email attachments and shared folders.

Questions

Questions practice owners ask.

How do I sell my dental practice?

Start by telling Dion about the practice. The team opens the deal room and invites you and the others involved, the mutual NDA is signed electronically, and you upload records against the checklist while AI shows what is still missing.

Does Dion list my practice for sale?

No. Dion Practice Solutions does not list, market or negotiate a practice for either side. It is a workspace for a sale already under way.

How does a dental practice valuation work here?

The platform builds a first-pass range from the practice's own numbers. Dental practices are commonly priced as a share of annual collections and cross-checked against what the owner earns, and the range comes with its assumptions. It is not an appraisal and does not replace one.

Does it replace my broker, attorney or accountant?

No. Each side keeps its own advisers, and a broker keeps their client and their role.

Who sees my records?

Only the people invited to the room, each limited to what their role needs, after the NDA is signed. Every document view is recorded.

Does the AI make decisions about the sale?

No. AI reads, checks and drafts. By default, a person approves each message before it is sent, and NDAs and agreements always wait for a person.

Is it useful if I am buying a practice?

Yes. You, your CPA and your lender each get their own access once the NDA is signed, so everyone reviews the same records.

What if a Dion Health company is part of the deal?

If a Dion Health company is a buyer, a management company or an adviser to one party, that role is disclosed to the others in the room.

Tell us about the practice.

A member of the team replies within one business day and walks through the workspace on your own practice or listing.

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