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Buying a Dental Practice: A Five-Part Checklist Series - Part 5

Posted by Heather Danesh | Jul 10, 2026 | 0 Comments

PART 5 - Transition and Post-Closing

Protect the value you just paid for.

Closing is not the finish line. A smooth transition protects the goodwill and patient relationships you just bought, and several post-closing steps are time-sensitive. This final post covers needs to be handled once the deal is done.

Post-deal needs:

  • Staff retention and re-onboarding — employment offers, wage and hour compliance, and benefits transition.

  • Patient notification and records transfer — handled in a manner consistent with HIPAA and California privacy requirements.

  • Payer credentialing and re-enrollment — begin early, as insurance credentialing can take months and affect cash flow.

  • Licenses, permits, and registrations — update the DEA, x-ray/radiation permits, business licenses, and fictitious business name filings.

  • Notify carriers and update malpractice and general liability coverage effective at closing.

How West Coast Health Law Can Help

We help buyers manage the post-closing transition — from staff and patient notification to credentialing and permit updates — so the practice you bought keeps running without disruption.

West Coast Health Law offers a FREE consultation which you may schedule by clicking the button on our website.

About the Author

Heather Danesh

Dr. Heather N. Danesh is a healthcare attorney specializing in practice startups, transitions, regulatory compliance, and corporate healthcare governance. She provides strategic legal support to medical and dental practices, ensuring compliance with healthcare regulations and managing complex legal issues related to mergers, acquisitions, and practice formation.

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