2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
Dental Practice Sale:
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Dr. Steven Roth, DDS
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766
Roth Dental
menlotransitions.com
10855 N Tatum Blvd, Phoenix, AZ 85028
. 1,000 Square Feet . All Digital . Growth Potential . Surrounded by Major Retailers
Contents Table of
I.
Business Highlights
II.
Practice Summary
III.
Financials
IV.
Equipment Appraisel
V.
UCR Fee Schedule
VI.
Photos
VII. Demographics VIII. Confidentiality
Matt Porter, MBA
Agreement
Principal 480.290.7720 office
[email protected]
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Business Name
Roth Dental
Business Address
10855 N Tatum Blvd Ste 170 Phoenix, AZ 85028
Sales Price
$99,000
Highlights
Below Market Rent of $2,625/Mo + NNN Primed for Growth Turnkey Office, Low Overhead Surrounded by Major Retailers Borders Paradise Valley/Scottsdale Highly Visible Monument Signage
Leased Premises Details Size
1,000 SF
Improvements
Patient Restroom 4 Operatories (2 Equipped, 2 Prepped)
Lease Expiration Lease Extension Option Lease Rate
March 31, 2017 N/A $31.50 PSF = $2,625/Mo + NNN
Years in this Location
10 years
How Long Has Seller Owned Practice?
11 years
Roth Dental
Business Highlights
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Personal Dentist’s Name/Degree Dr. Steven Roth, DDS
Alma Mater; Date of graduation Temple; May 24, 1979
Plans After Sale of Practice; Transition Period Retirement; Immediate transition
Internal Marketing Methods The office has an internal marketing protocol in place and some of the methods Include: • Cleaning deals (buy 3, get 4th free)
External Marketing Methods • N/A
Roth Dental
Business Highlights
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Practice Summary
Business Overview - Patients and Collections Number of Unique Patients Seen in Past 18 Months The office has seen a total of +/- 212 unique patients.
Average New Patients Per Month +/- 3 per month
Type of Patient Base 55% FFS, 45% with coverage
2015 YTD Collections: $30,179 2014 Collections:
$114,374
2013 Collections:
$115,488
2015 YTD Production by Procedure: (as of 8/28/15) Diagnostic $7,978 Prevenatitve $4,255 Restorative $8,406 Endodontics N/A Periodontics $4,431 Prosth - Removable
$1,210
Implant $2,734 Prosth- Fixed $40 Oral Surgery $402 Other $723
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Business Overview Practice Hours Monday:
8:00 AM - 7:00 PM
Tuesday
By Appointment
Wednesday:
By Appointment
Thursday:
8:00 AM - 7:00 PM
Friday:
By Appointment
Saturday:
By Appointment
Sunday:
By Appointment
Clinical Hours Worked by Doctor: 20 Hours / Week Type of Computer System Dental management software: • Dentrix G4 (Includes 2 Dexis image ray sensors)
Roth Dental
Practice Summary
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Practice Summary
Staff Profile Title Name Salary/Commission Length at practice Dental Assistant
Alejandro
New hire, compensation under review
Does your Spouse Receive Salary from the Office? No
Is the Staff on an Incentive Program? No
Do any Employees Receive Health Insurance Benefits? No
Do any Employees Receive Pension or Profit Sharing Benefits? No
15-20 hrs / week
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Financials
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Financials
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Financials
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Financials
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Financials
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Equipment Appraisal
Dr. Roth Valuation X2 PELTON SPIRIT 1500 CHAIRS $3000 X2 PELTON 1585 UNIT $3000 X2 PELTON MONITOR MOUNTS $500 X2 PELTON LFII CEILING MOUNT LIGHTS $800 X2 RM83 ASST INSTRU $300 X2 ACCUTRON ULTRA PC FLUSHMOUNT FLOWMETER $2000 X2 DENTRIX IMAGE CAM DOCKING STATIONS $200 X1 DENTRIX IMAGE CAM HANDPIECE $200 X14 IMS CASSETTES $1000 X1 BELMONT O96 X-RAY $1300 X1 KAVO PROPHYFLEX II $250 X1 ZOOM BLEACHING LIGHT $200 X1 ELECTRO-SURGE $200 X1 SCALER $150 X1 M11 ULTRACLAVE $2500 X1 RECESSEC SONIX IV ULTRASONIC CLEANER $400 X1 HALIMETER $100 X1 KAVO DIAGNODENT $300 X1 BLUE PHASE CURING LIGHT $250 X7 KAVO HIGH SPEED HP X2 KAVO LOW SPEED HP X1 RDH HP $600 X1 PENTSTAMIX $300 X1 VACUFORMER $100 X1 BUFFALO LAB HP $100 X1 VIBRATOR $40 X1 LATHE $100 X1 MODEL TRIMMER $200 X2 DENTRIX IMAGE RAY I SENSORS $1000 X1 ACCUTRON GUARDIAN MANIFOLD $1000 X1 AIR TECHNIQUES AS30 COMPRESSOR $1500 X1 AIR TECHNIQUES STS VACUUM $1500
TOTAL $23,090.00
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
UCR Fee Schedule
UCRs Available Upon Request
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Photos
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Photos
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Photos
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Photos
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
Traffic Count
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Demographics
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
1 Mile Radius
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Demographics
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
3 Mile Radius
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Demographics
2260 W. Broadway Rd. Suite #102 Mesa, AZ 85202
5 Mile Radius
p: 480.290.7720 f: 866.226.5766 menlotransitions.com
Roth Dental
Demographics
2260 W. Broadway Rd. Suite #102 Mesa, Mesa,AZ AZ85202 85202
p: 480.290.7720 20 0 p: 480.290.7720 f: 866.226.576 866.226.5766 66 menlotransitions.com menlotransitions.com enlotransitiion ns s.c co om m
Confidentiality
Agreement Menlo Dental Transitions, LLC (“Broker”) may permit Purchaser to have access to Broker’s clients (“Seller’s”) patient files, tax returns, appointment books, accounting/office records, personnel files, financial data, operating data, and other information necessary to understand Seller’s practice (“Seller’s Confidential Information”) so that Purchaser may conduct a due diligence investigation. Visits to the Seller’s office are made by pre-arranged appointment ONLY. Prospective Buyers shall not directly contact, negotiate with respect to, or discuss with any such seller or employer an offer without the prior written consent of Menlo Dental Transitions, LLC. The information regarding practice opportunities is proprietary and confidential in nature. The information is being supplied to the practitioner(s) signed below for the express purpose of evaluating practice opportunities for possible purchase and is to be protected from any form of publication or reproduction. Unless otherwise specified in writing, all material shared is to be considered confidential, proprietary and/or trade secrets and shall be kept strictly confidential. Purchaser may permit Seller, at Purchaser’s option, to have access to Purchaser’s tax returns and other financial information (“Purchaser’s Confidential Information”), to permit Seller to conduct a due diligence investigation with respect to Purchaser’s credit. Nothing in this agreement requires either party to furnish any information. However the parties expressly agree that any Seller’s Confidential Information or Purchaser’s Confidential Information (together “Confidential Information”) which is furnished or otherwise obtained is confidential. Buyer agrees to share the information with professional advisors and spouse only, and agrees to respect the fact that Seller’s desire that the fact that their practice is for sale – be kept confidential from the Seller’s staff and patients and the dental community at large. Neither party shall not copy or in any way reproduce the information without the express written consent of the other party. The parties will hold Confidential Information confidential, and will not disclose it to any person other than their attorneys, brokers, and accountants. Careless or neglectful handling of this information or material could result in liability for all parties involved. Each party agrees to indemnify and hold the other harmless against any loss that may be occasioned by a breach, intentional or unintentional, of this Agreemen t. All parties (including but not limited to Buyer, Seller or any consultant engaged by Seller or Buyer) agree to indemnify Menlo Dental Transitions, LLC and hold it harmless for any actions related to disclosure or dissemination of information, as well as indemnify Menlo Dental Transitions from any errors, omissions or misrepresentation associated with information that is provided. If this Agreement becomes the subject of dispute or litigation to resolve a claim or breach or default in performance or dispute in interpretation, by either party; the party who is determined to be in default or in any way in breach, shall pay the attorneys’ fees, expert witness fee, expenses and costs of the other party. The provision of this paragraph shall be enforceable even in the event when litigation does not actually occur but attorneys are retained in order to resolve a dispute. ALL PROPERTY SHOWINGS ARE BY APPOINTMENT ONLY. PLEASE CONSULT LISTING AGENT FOR MORE DETAILS. UNDER NO CIRCUMSTANCE SHALL THE DENTAL OFFICE, DENTIST, OR STAFF BE CONTACTED DIRECTLY.