The Snyder Group
 
 

Prospective Purchaser Fact Finder


In order for us to assist you in finding the right practice opportunity, we need to know you well enough to best assist you in purchasing a dental practice. Please complete this fact finder as thoroughly as possible. If you have a resume, you need only to supply us with the information that does not appear on your resume. Please be reminded that all responses will be kept confidential and this information will only be shared with the proposed Seller.
Name:   E-mail Address:

Where do you prefer to be contacted?
(Please complete the appropriate information below)
Home Office
 
Home Address Office Address
Mailing Address: Mailing Address:
City: City:
State: State:
Zip Code: Zip Code:
Phone: Phone:
Fax: Fax:
Cell Phone:
Best time to call: a.m. p.m.
Confidential? Yes No

Personal Data
Age: Marital Status:
Number of Children & Ages: Is spouse working? Yes No
If Yes, in what field?

Are there any judgements pending against you or any of your business interests? Yes No
If so, please explain:
Have you ever declared bankruptcy? Yes No
Are you a US citizen? Yes No
If No, please describe your immigration status:

Professional Education
Degree: Date Rec'd:
School:
Degree: Date Rec'd:
School:
Specialty Training: Date Rec'd:
Specialty Training: Date Rec'd:
Residency Training: Date Rec'd:
Regional Boards: Date Rec'd:

Work Experience
Associate No. of years:
Practice Owner No. of years:
Other No. of years:
Average Monthly Production (last 12 months): ($)
Length of Transition Period you desire:
License Number:
State: Date:
License Number:
State: Date:
Has the State Board of Dentistry ever brought any action against you? Yes No
If so, please explain:

Ideal Practice Goals
Geographic areas of interest:
Size (gross receipts) of practice: ($)
Number of operatories:
Price Range: ($)
Would you relocate if practice meets your other requirements? Yes No

How did you hear about us?
Web Search
Consulting Firm
Journal Ad
Accountant
Snyder Group Client
Dental Supply Company
Seminar
Other