You’ve invested so much in your practice. It's worth protecting.
Our unique framework helps busy dentists like you optimize and protect the value of your practice so you're always organized, compliant, and prepared for a sale, whether planned or unplanned.
What would happen to your practice if something happened to you?
It's a simple question that we don't like to think about, but the consequences can be profound.
Just like a regular physical keeps you healthy, Integrity Practice Protect ensures your dental practice is always in top shape. Whether you're planning to sell in the future or want to be prepared for the unexpected, our comprehensive service package keeps your practice organized, compliant, and ready for anything.
How does it work?
We are here to help walk you through the process and keep your business in order so that you can focus on the things that matter most: great patient care and more time with family.
What's included:
Annual Practice Valuation and Business Analysis
Know the true value of your practice with our annual valuation and detailed analysis. Stay informed and make strategic decisions with confidence. These typically cost $4,000 to $7,000 if done separately, and it's included in your IPP membership fee!
Quarterly 'Done-for-You' Document Collection
Save time and reduce stress with our quarterly document collection service. We gather all necessary paperwork from your office, bookkeeper, CPA, or accountant. How much is being organized worth to you? Well over $199/month!
Lease Review
Avoid costly lease issues with our thorough lease review. We ensure your agreements are favorable and compliant, protecting your practice's future. This could easily save you thousands of dollars.
Document Storage and Portal Access
Never lose track of important documents again. Our secure storage and easy-to-use portal keep everything organized and accessible. Everything important in one secure and easy to access location? Priceless!
Corporate Filings and Minutes
Stay compliant with our corporate filing and minutes service. We handle the details, so you never miss a deadline. Failing to do so can result in fees, penalties, loss of liability protection, or even closure of your corporation.
Are you ready to see what this could mean for your practice?
Easily schedule a 30 minute consultation to discuss your practice and how Integrity Protect can help you secure your legacy.
If something were to happen to you, what would your family need to minimize stress and maximize value?
An effective practice emergency plan needs 6 key components:
Having a stack of documents doesn’t matter if you don’t keep them current and easily accessible for the right people.
Without a clear legal framework to provide the authority to act on behalf of the business, your practice could sit in limbo.
Without a valuation prepared within the last 12 months, it can take significantly more time to get your practice on the market.
When every day counts, a qualified broker with an active buyer list is required to sell your practice quickly.
A valuation alone is not enough to sell a practice. You need detailed information about the operations and systems of the business.
Our secure online storage keeps your documents at hand so your family isn't stuck collecting documents at the worst possible time.
At Integrity Practice Protect, we make complex planning easy.
It’s hard to get organized, let alone produce a comprehensive emergency plan on your own.
We bring all of it together.
And to make it easy, our team provides a concierge onboarding experience, meaning you are responsible for as little as possible.
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Here’s how we provide you with peace of mind.
Concierge Onboarding Experience
You don’t need to go it alone. This is not a template that we provide you and then rely on you to keep it updated. We will be working with your accountant, bookkeeper, front desk team, etc. to collect documents every quarter, keeping your plan always up to date (and protecting your practice in the process).
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Legal Framework
Your circumstances are unique. We will work with you to provide a number of legal documents based on your state, corporate entity type, marital status, existence of a trust, etc. One of our partner attorneys will then provide a complimentary review of these documents, ensuring that they fit your circumstances and protect your practice.
Annual Valuation
Every year, we will provide you with an updated practice valuation. This alone is worth our fee. The valuation takes a comprehensive look at your practice and not only helps you prepare for an emergency - it also helps you identify how to increase the value of your practice and plan thoughtfully for the future.
Lease Review
A poorly written assignment clause can cause serious problems in the event of a sale, whether planned or unplanned. Our lease review will not only let you know whether you are at the market rate, but will also let you know about any clauses that could make a sale more difficult.
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Annual Practice Analysis
Our team has worked with over 1,250 dental offices as practice management consultants, and we will provide an annual benchmarking analysis to see where your practice stacks up to your peers - and what you can do to improve.
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Secure Portal for Easy Access
Our secure portal means that you have access to your important documents at all times. No more digging through cabinets, pulling out bankers' boxes, or delving into the archives of your computer. Our automated portal walks you through the process step by step - and our professional team is always standing by to help.
While your attorney or CPA can get you part of the way, our comprehensive strategy brings your advisors together in a one-stop shop.
This gives you the BEST chance of providing more money for your family in the event of an emergency while also providing for your team and patients.
Book a custom demo where we would be happy to discuss your goals, your practice, and whether Integrity Practice Protect is a good fit.
We support your practice by providing a clear contingency plan that supports your family, your staff, and your patients.
FAQs
Integrity Practice Protect is a comprehensive service designed to safeguard the value of your dental practice in the event of unexpected circumstances such as disability, incapacitation, or death. We provide a clear, actionable plan to ensure your practice maintains its value, offering peace of mind for you and your family.
Each year, we conduct a thorough valuation and analysis of your practice to help you understand its current market value and operational health. This includes reviewing financial statements, practice performance metrics, and other relevant data.
Our concierge onboarding service simplifies the process by collecting necessary information directly from your office, bookkeeper, CPA, or accountant every quarter. This ensures that all your practice documents are up-to-date and organized.
We use best-in-class security measures, including apps with SOC2 certification, to protect your practice documents. This ensures that all sensitive information is securely stored and accessible only to authorized personnel.
In the event of your unexpected disability, incapacitation, or death, Integrity Practice Protect provides a clear plan to help your family capture the maximum value from your practice. This includes organized documents, up-to-date valuations, and a strategy to maintain the practice's value.
No, we are not attorneys. However, we work closely with attorneys to ensure that all legal aspects of your practice are covered in our comprehensive protection plan.
Yes, we are brokers, but we also collaborate with other brokers to ensure your practice is sold efficiently in an emergency. Our goal is to maximize the value of your practice in any situation.
Yes, a commission is required on the sale of your practice. However, IPP members receive a half commission rate to ease the financial burden during such challenging times.
Meet the Team
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