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Resources
The following forms and information may be downloaded in Adobe Acrobat Reader. If you don't have Adobe, click their icon below for a free download.
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Practice Appraisal Forms
There are many reasons to perform a practice appraisal during the life of a practice. Professional appraisals are needed not just for the sale of the practice, but for estate planning. Partnership formation and dissolution, buy-ins/buy-outs, divorce, bankruptcy, law suits, and in case of death.
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Endodontic Practice Appraisal Application
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Endodontic Equipment Inventory
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Periodontic Practice Appraisal Application
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Periodontic Equipment Inventory
Please submit your contact information, and we will e-mail you the forms for your particular specialty.
Other Forms
For clients needing a financial statement for financing or other purposes, print this form and send it to us or fax to 1-214-292-8481.
If you are interested in more information about practice purchase opportunities with Phase II Associates, we will need your promise of non-disclosure. This entails no cost or obligation other than your confidentiality. Please fill out and sign this form. Print a copy for your records. Email, mail, or fax the form to us at 1-888-492-4676.
Call today to speak with a Phase II Associates broker! We serve dental specialists across the United States with practice sales, appraisal/valuation, buyer representation, and associate and partnership agreements. Rely on experience to make the professional transitions in your life a shining success.