Oral Surgery Practice Valuation: How to Prepare for a Sale or Partnership

Introduction

Oral and maxillofacial surgery practices face some of the most complex valuation processes in dentistry. The breadth of surgical offerings, the intensity of technology and staffing needs, and the reputation of the practice all converge to influence value. For oral surgeons, understanding these drivers is essential for planning growth, preparing for partnership, or considering transition.

Case Mix and Surgical Expertise

The diversity of cases managed by an OMS practice directly impacts valuation. Practices known for their ability to handle both routine and complex procedures, such as implant placement, corrective surgery, or trauma care, are valued more highly. Breadth of expertise demonstrates capability, resilience, and leadership in the specialty.

Technology and Equipment

OMS practices are equipment-intensive, requiring advanced sedation systems, CBCT imaging, and digital workflows. Practices that consistently invest in updated equipment show commitment to safety, efficiency, and patient outcomes. These investments reassure both patients and potential partners, driving stronger valuations.

Operational Discipline and Staffing

Operational efficiency is a hallmark of OMS practices. Efficient scheduling systems, reliable surgical assistants, and protocols for urgent or emergency cases create significant goodwill for the practice. A cohesive and experienced team reduces risk during transition and ensures that high standards of care are maintained consistently.

Community Reputation and Referral Relationships

Community standing and hospital affiliations are unique for OMS practices. Those with trusted reputations, strong relationships with referring doctors, and active involvement in hospital or academic environments are laying a foundation for continued success by building up their reputation. A stellar reputation reduces risk and adds long-term credibility to the practice.

Preparing for Partnership or Transition

For oral surgeons considering partnership or sale, preparation is critical. This includes documenting systems, strengthening referral relationships, and maintaining detailed records of financial and clinical performance. Taking these steps ensures transparency and maximizes value when entering partnership discussions.

Conclusion

OMS practice valuation reflects clinical excellence, operational strength, and professional reputation. By investing in these areas early, oral surgeons position their practices for growth, protect their legacy, and create smoother pathways for future transition opportunities.

Planning for the future of your OMS practice? Start the conversation with our team about how we support oral surgeons in growth, transition, and long-term stability.