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Preliminary Practice Assessment

Know where your practice stands. Plan what comes next.

A PPS Practice Assessment gives you a clearer view of your practice's potential value, growth opportunities, cash flow, and EBITDA — so you can plan ahead and make informed decisions with confidence.

50% off Practice Assessments through September 30, 2026.

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A Better Starting Point

Good decisions start with a clear baseline.

Many owners know their practice is busy, but do not have a complete picture of what is driving results, what may be holding back profitability, or how today's choices could affect future value.

The Preliminary Practice Assessment brings the most important financial and operational information together. It helps you move beyond instinct and isolated reports toward a practical view of performance, opportunity, and risk.

Whether you are considering growth, a new associate, financing, a future transition, or simply want stronger control over the business, the assessment gives you a more informed place to begin.

Four Essential Perspectives

See the practice as both a business and an asset.

Indicative Range of Value

Gain a practical view of the range your practice may sit within based on its financial and operational profile. This creates a useful planning benchmark whether a transition is near or years away.

Practice Growth Opportunities

Identify the areas with the greatest potential to improve production, efficiency, patient flow, hygiene performance, and team capacity — then prioritize the opportunities that matter most.

Cash Flow Analysis

Understand how revenue moves through the practice, where cash may be constrained, and which expenses or operating habits deserve closer attention.

EBITDA Analysis

Establish a clearer picture of normalized operating earnings and the factors influencing profitability, borrowing capacity, and long-term practice value.

What You Receive

Insight you can use — not another report that sits on a shelf.

The assessment is designed to make complex information easier to understand and more useful in real decisions. You leave with a clearer view of where the practice is today and what deserves attention next.

  • A high-level financial and operational review of the practice
  • An indicative range of practice value for planning purposes
  • Cash flow and EBITDA observations in clear, practical language
  • The most meaningful opportunities for growth and improved profitability
  • A prioritized direction for your next decisions
  • A review conversation with an experienced PPS advisor
Designed for Practice Owners

Useful at every stage of ownership.

You do not need to be preparing to sell. The best time to understand the business is before a major decision is on the table.

Consider an assessment if you are:

  • Planning growth, expansion, or a major investment
  • Concerned about cash flow or rising overhead
  • Preparing to add an associate or change capacity
  • Building toward a transition in the years ahead
  • Ready to run the practice with stronger financial visibility
Plan With Confidence

Turn practice insight into your next informed decision.

Start with a conversation about your goals and learn how a PPS Practice Assessment can help you plan what comes next.

Claim 50% off your assessment today

The Preliminary Practice Assessment is a strategic planning tool and does not replace a formal independent practice valuation, appraisal, accounting opinion, or legal advice.