The Numbers Behind the Deal Deserve a Closer Look.
Not every dental transaction needs a full-scale Quality of Earnings review. But buying, selling or bringing in a partner without validating the financial picture can leave important questions unanswered.
GCO Partners QofE Lite provides focused financial diligence for dental transactions, building a defensible TTM Adjusted EBITDA figure that buyers, sellers, brokers and lenders can follow line by line.
Fixed scope. Fixed fee. From $1,000. First draft from three business days.
Discuss Your TransactionThe Numbers Behind the Deal Deserve a Closer Look.
Not every dental transaction needs a full-scale Quality of Earnings review. But buying, selling or bringing in a partner without validating the financial picture can leave important questions unanswered.
GCO Partners QofE Lite provides focused financial diligence for dental transactions, building a defensible TTM Adjusted EBITDA figure that buyers, sellers, brokers and lenders can follow line by line.
Fixed scope. Fixed fee. From $1,000. First draft from three business days.
Discuss Your TransactionToo Small for a Full QoE Doesn't Mean Too Small for Diligence.
Dental transactions can sit in an awkward middle ground. A full traditional Quality of Earnings process may be more extensive than the deal requires, while relying on headline financials alone can leave important assumptions untested.
QofE Lite is designed for that space.
For dental practices preparing to go to market, it creates a clearer, defensible view of Adjusted EBITDA before buyer conversations begin. For buyers evaluating an acquisition, it provides a focused way to test the earnings and adjustments behind the opportunity.
The result is financial diligence proportionate to the transaction — without leaving the numbers that can influence the deal untested.
Validate the Earnings
Understand the bridge from reported performance to TTM Adjusted EBITDA, including the adjustments and normalisations supporting the number.
Test the Add-Backs
Review seller add-backs and supporting information to determine how adjustments are substantiated and what the underlying financials support.
Reconcile the Practice Data
Connect the financial picture to the operational reality of the practice through PMS reconciliation, production, collections and other relevant practice data.
Focused diligence with a defined boundary.
QofE Lite is not an audit, valuation, tax or legal diligence, or a replacement for a full Quality of Earnings review where a buyer or lender requires one. It is a deliberately focused financial review designed to establish and test the Adjusted EBITDA picture behind a dental transaction.
Focused on the Numbers That Can Change the Deal.
Every transaction is different, but QofE Lite is designed to interrogate the financial assumptions that influence how a dental practice is understood and valued.
TTM Revenue & Expenses
Review trailing twelve month revenue and expenses to establish the financial picture underpinning the transaction.
Owner Compensation
Normalise owner compensation to a market associate wage where appropriate.
Rent
Assess and normalise rent to market where the practice owner also holds the property.
Add-Backs & Normalisations
Review personal, one-off and non-recurring expenses and the supporting information behind proposed adjustments.
Production & Collections
Examine production and collections in the practice-management system and reconcile relevant practice data to the financials.
We work with the systems dental practices already use, including Dentrix, Eaglesoft and Open Dental.
Deal Diligence Without Unnecessary Complexity.
QofE Lite follows a defined process designed to give deal teams useful financial insight without turning every transaction into a full-scale diligence exercise.
Scope
We establish the practice or group being reviewed, the transaction context, available financial information and the areas that need to be examined.
Analyse
Our team reviews the relevant financial and practice data, including earnings, adjustments, add-backs and PMS information within the agreed scope.
Review
The work undergoes internal senior review before it reaches you, helping ensure the analysis is clear, consistent and ready for the deal team.
Deliver
You receive a structured Excel workbook covering each area of review, an add-back bridge from reported earnings to Adjusted EBITDA, and a one-page summary of the key findings for buyers and brokers.
First Draft in Days, Not Weeks.
Turnaround is based on the size of the dental group, with first drafts currently structured from three business days for a single-location practice through to ten business days for groups of eight to ten locations.
Fixed scope. Fixed fee. Clear timeline upfront.
As an advisor who regularly works with sellers, I started using GCO Partners for third-party QofE support and have been thoroughly impressed. Their QofE Lite reports are high quality and well-executed. The team is responsive, and communicates clearly and professionally with both me and my clients. It’s been a strong partnership so far, and I wouldn’t hesitate to recommend them.
Clear Scope. Clear Fee. Clear Timeline.
QofE Lite is designed to make financial diligence easier to plan. Scope, fee and turnaround are defined upfront, with pricing and first-draft timelines based on the number of practice locations.
QofE Lite: deal diligence
Fixed fee by group size, fast turnaround
More than 10 locations or a transaction requiring a different scope?
Talk to our team about the engagement requirements.
Have a Dental Transaction in Motion
Whether you’re preparing a practice for market, evaluating an acquisition or advising on a dental transaction, tell us where you are in the process.
We’ll confirm the scope, fixed fee, timeline and data required and determine whether QofE Lite is the right level of diligence for the transaction.
