For Practice Brokers & M&A Advisors

Close More Deals. Faster. At Higher Multiples.

CDPA certification positions you as the quarterback of dental transitions. You'll understand valuation drivers, buyer psychology, and deal structure—giving you the edge to close faster and at premium multiples.

See the Framework

The Broker's Dilemma

You're closing deals. But are you closing them at the right price? And are you positioning yourself as the trusted advisor—or just the transaction facilitator?

You're Leaving Money on the Table

You know the market. But do you know the 6 valuation drivers that actually move a practice's multiple? Without this knowledge, you're negotiating blind.

Your Deals Stall in Due Diligence

You bring buyer and seller together. But when due diligence starts, the deal stalls. The buyer asks about tax implications, entity structure, and integration risk. You're not equipped to answer.

You're Not the Quarterback

The CPA, attorney, and lender are all in the deal. But nobody's coordinating. You're just the facilitator, not the trusted advisor. Your client goes to the CPA for real guidance.

What CDPA Certification Gives You

The knowledge to close faster, at higher multiples, and position yourself as the trusted quarterback.

Master the 6 Valuation Drivers

Know exactly what buyers care about and how to position your seller's practice for maximum multiple. Understand the difference between practices that sell at 4.5x EBITDA and those that sell at 6.5x.

Impact: Increase average sale price by 5-10% through better positioning

Understand Buyer Psychology & Deal Structure

Know what buyers actually want (and what they're willing to pay for). Understand deal structures that appeal to different buyer types. Match sellers with the right buyers faster.

Impact: Reduce time to close by 20-30%

Coordinate the Entire Advisory Team

Understand the CPA's role, the attorney's concerns, and the lender's requirements. Quarterback the entire team to keep deals moving forward and prevent stalls in due diligence.

Impact: Prevent deal delays and increase close rate by 15-20%

Become the Trusted Advisor (Not Just the Facilitator)

Position yourself as the quarterback of the entire transition. Your seller sees you as their trusted advisor, not just the person who found a buyer. This deepens relationships and increases referrals.

Impact: Increase referral rate by 30-50%

What You'll Master in the CDPA Program

Module 1: Practice Lifecycle Mapping
Identify seller readiness and buyer fit

Understand the 5 stages of practice ownership. Know which sellers are truly ready for exit and which buyers fit each stage.

Module 5: Valuation Drivers
The core broker module

Master the 6 drivers that move practice value. Know how to position your seller's practice for maximum multiple.

Module 2: Building the Virtual Family Office
Team coordination and deal management

Coordinate with CPAs, attorneys, and lenders. Keep deals moving forward through due diligence and closing.

Module 3: Corporate Pre-Sale Planning
Deal structure and buyer appeal

Understand deal structures that appeal to different buyers. Know how to position your seller for maximum buyer interest.

Plus 4 additional modules covering psychology, risk management, and wealth integration.

Why Brokers Choose CDPA Certification

Close More Deals

Understanding valuation drivers and buyer psychology helps you match sellers with the right buyers faster. Reduce time to close by 20-30%.

Command Higher Commissions

Brokers with CDPA certification are seen as trusted advisors, not just transaction facilitators. Increase your average commission by 10-15%.

Increase Referrals

Happy sellers refer other sellers. Position yourself as the quarterback and watch your referral rate increase by 30-50%.

Prevent Deal Stalls

Understand the full lifecycle and coordinate the advisory team. Keep deals moving forward through due diligence and closing.

Real Example: The Deal That Closed Faster

The Scenario

A $2.5M revenue practice is on the market. Three buyers are interested. But they're all asking different questions about valuation, structure, and integration. The seller is confused. The deal stalls.

With CDPA Framework

A broker with CDPA certification understands what each buyer cares about. They position the practice differently for each buyer. They coordinate with the CPA and attorney to answer questions quickly. They move the deal forward. The deal closes in 90 days instead of 180.

Result: Faster close. Higher commission. Seller is thrilled. Referrals follow. Broker becomes the go-to advisor for dental transitions.

Get Your Broker-Specific Certification Guide

Join brokers closing more deals at higher multiples. Receive exclusive insights on valuation drivers, buyer psychology, and deal acceleration strategies.

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Ready to Close More Deals at Higher Multiples?

Join the founding cohort of brokers transforming dental practice M&A. Limited to 50 advisors. Founding member pricing available now.

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