A Guide to Chart Acquisitions in Dentistry: Structuring Deals and Expanding Hygiene Capacity
Shared Practices | Your Dental Roadmap through Practice Ownership
Dr. George Hariri | Shared Practices Network
4.9 • 559 Ratings
🗓️ 13 October 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
In this episode, Richard and Caitlin dive into a unique scenario within acquisitions in dentistry, focusing on the strategic and operational breakdown of chart mergers.
They explore a case study involving a solo doctor with five operatories and 1,000 active patients looking to purchase 1,000 charts from a retiring dentist, offering tactics for acquisitions in dentistry like paying $125 per converted patient or a percentage of production.
The hosts debate essential dental business strategies and dental practice management logistics needed to support such acquisitions in dentistry, highlighting the need to expand hygiene capacity and refine front office protocols.
This is a must-listen for anyone in dental practice ownership seeking unconventional dental growth strategies and insights from Dr. George Hariri to rapidly scale their patient base.
In this episode:
- Negotiating a chart merger deal structure.
- Paying per patient versus production percentage.
- Preparing your schedule for an influx of new patients.
- Adding hygiene days to absorb chart acquisitions.
Whether navigating an associate to owner transition or vetting acquisitions in dentistry, this is your survival guide. Ready to scale your dental practice ownership?
Visit https://sharedpractices.com/ for our "Free Look" service and follow our social channels for roadmap updates. Join the community and turn your clinical skills into a thriving business.
Transcript
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| 0:00.0 | Welcome to the Shared Practices podcast. I am joined again by my co-host, Caitlin Emory. Caitlin, how's it going? |
| 0:09.6 | Doing really well this morning. How are you? Good. You know, it's so fun to be podcasting again after taking some well-deserved leave to be a new mom. And now baby's doing good, you're doing good, |
| 0:22.4 | and we get to hang out again. Yes, it feels so good to be making content again and having |
| 0:26.9 | these conversations on air. You know, I feel like you stopped for four months. At least, |
| 0:31.6 | you know, I did. I know you didn't. But there's so many new relevant topics that we weren't |
| 0:36.3 | talking about in the past and now have come to the forefront. |
| 0:39.1 | So we have a lot to catch up on. |
| 0:41.2 | We do. |
| 0:41.7 | And it still floors me that nine years into podcasting about practice ownership, like our last call that we did, the calls I've been doing with George recently, we still have new stuff to talk about. |
| 0:54.5 | Like, I don't even understand, and it keeps getting better and it keeps like, it's just fun. |
| 1:00.2 | It's crazy that this is what we get to do. |
| 1:02.6 | So I've got a really specific scenario today that a friend came to me. |
| 1:07.4 | He was looking at a chart acquisition several months ago. And in looking at it, you know, |
| 1:14.1 | I kind of looked at it with him and I was like, you know what, I think this could be really good. |
| 1:18.0 | I would pull the trigger on it. He's got five ops, room to expand to a sixth. He had five hygiene |
| 1:25.1 | days. So about a thousand active patients who are getting seen every six |
| 1:30.6 | months and had the opportunity to purchase a thousand charts from a retiring dentist who |
| 1:36.8 | couldn't sell his practice. He is less in network than the charts that he's buying. And so, you know, there's not going to be a complete |
| 1:45.7 | conversion of patients coming in with some of them not being on the same insurance. But I think |
| 1:50.6 | the arrangements of it, and I feel like Suzanne and I or George, and we've done an episode on |
| 1:56.5 | chart mergers at some point on the acquisition side of it. And I, like, off the top of my head, |
| 2:03.1 | I wouldn't be able to have a current intelligent conversation about even how to negotiate |
... |
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