We work closely with you to ensure that your needs are well understood and that the proper strategies are implemented to meet those needs. We seek to mitigate your risk and tax liability while striving to provide you with the best financial return possible. We are driven by a desire to develop and maintain an open, trusting relationship with both the buyer and seller throughout the transaction and offer advice and suggestions to ensure the continued success of the agreement after the ownership changes. In short, we are with you every step of the way. It is this unmatched dedication to our clients that has earned us a positive reputation and a history of many satisfied dental practice buyers and sellers. We are prepared to help you meet the most demanding transition needs with solutions backed by expertise, experience and personalized service.
Willis & Associates specializes in facilitating the unique and complex transition needs of dentists and dental practices. Our expertise includes not only helping those new to dentistry acquire a mature practice through personal introductions, but also providing guidance to practice owners regarding associateships, partnerships, practice sales and various other practice management and transition needs. Whether you are interested in bringing in an associate as a future buyer of your practice, adding a partner, retiring and selling your practice, or just need an unbiased look at your practice to determine its value, trust Willis & Associates to provide you with the tools, information and guidance to make your transition smooth and successful. In every transition which we facilitate, the ultimate goal is always for a Win-Win.
Our Personal Touch
At Willis & Associates, we provide introductions, consulting, planning, and facilitation assistance on all transactions. With more than 35 years of private practice experience, practice buyers, practice sellers, and those looking for associateship opportunities can rest assured Willis & Associates will advise them with the expertise needed through every step of the process. We are most proud of the firm’s reputation for ethical and even-handed transactions. We are elated over the positive responses from the many colleagues we have represented.
Willis & Associates provides practice valuation, negotiations, pro forma, and contract expertise from initial consult and assessment to process completion. Our understanding of the intricacies of the practice of dentistry, business valuation, the dental transition marketplace, and our own practice transition experience makes us the perfect fit to plan and execute our clients’ financial goals, and integrate them seamlessly into their existing retirement planning and practice exit strategies.
After successfully facilitating many dental practice transitions across Mississippi over the last nine years, Jay is uniquely qualified and personally committed to walking you through this process. A graduate of the first class at the University of Mississippi School of Dentistry in 1979, he has since practiced as an associate, a partner, a solo practitioner, employed an associate, and ultimately completed his successful transition. After more than 35 years of successful dental practice, Jay is now a retired dentist serving the profession as a dental practice transition consultant. He is a member of the Academy of General Dentistry and the Practice Valuation Study Group, and is a Life Member of the American Dental Association and the Mississippi Dental Association. Jay is proud to have been invited to be the Mississippi representative for the National Association of Practice Brokers and Consultants. Additionally, Jay serves on the Board of Directors of Merchants and Marine Bank, a South Mississippi and South Alabama Community Bank.
Jay’s cell (228) 218-9751 Email: email@example.com
A retired Mississippi prosthodontist and experienced dental educator, Dr. Caswell most recently taught at the University of Mississippi School of Dentistry, where he was honored numerous times as “teacher of the year” by his dental students. He is a proud recipient of the very prestigious Nelson Order Award and has also taught at the University of Florida School of Dentistry. Additionally, Dr. Caswell holds a master’s degree in psychology with an emphasis in organizational and counseling psychology from William Carey University.
As a practicing dentist for more than 40 years, Dr. Caswell brings a unique perspective to our team in that he’s completed two practice transitions of his own, selling a general dentistry practice in Natchez, and a prosthodontics practice in Gulfport.
Wayne’s cell (228) 806-0489 Wayne’s email firstname.lastname@example.org
Practice Purchase Financing Assistance
Our connections with the dental finance divisions of many national lenders anxious in assisting with the financing of your dental practice acquisition have resulted in successful financing of many recent deals in Mississippi. These banks often finance 100% of the purchase price with an additional 10% added for working capital and at fixed competitive rates for up to 15 years. We gladly assist our buyers in their acquisition of practice purchase financing.
Our flat fees for our services are affordable and usually a fraction of the percentage-of-the deal fee that the large, national practice brokers charge. Our sellers let us know that they appreciate being able to keep more of the purchase value for themselves rather than pay the 10% fees of many of the big box transition companies. Additionally charging a flat fee allows us to be unbiased in our practice valuation since our fee doesn’t increase as the valuation increases. I will be happy to discuss our standard fees. Just ask! Over the years we have found our flat fee approach to be very appealing to our clients. This approach earns credibility and trust from prospective purchasers and lenders.