Turn The Business You’ve Built Into The Life You Deserve.

Next Point is a specialized boutique M&A advisory firm dedicated to transforming successful businesses into exceptional exits.

Next Point LLC | Boutique M&A Advisors

What We Help With

Unlock the Value of Your Precious Asset.

Divestiture

When it comes to the sale of your business, you and your success are our sole focus.

Mergers & Acquisitions

Find your perfect match in our database of +75,000 companies cultivated over the last 20 years.

Management Buy-Out

Don’t make the mistake of assuming that a staff sale is a non-starter; let us scope it out first.

Turnaround

Practical, achievable strategies that deliver tangible results for distressed companies. Period.

ESOP Acquisitions

Integrate acquisitions into your strategic framework to build more value for employee-owners.

Specializing in metal manufacturing, medical and dental practices, and service companies, our deep expertise, world-class resources, and refreshingly authentic honesty are unmatched by “double agent” business brokers and “we do that too” generalist consultants alike.

That unique mix of strengths has enabled us to facilitate over 450+ acquisitions, divestitures, and mergers over two decades in business – and counting.

Who We Help

Industries of Expertise

Here are some specific areas where our team has deep experience and expertise.

In Our Clients’ Words

Honest input from people (formerly) in your position

“Navigating the M&A process is never easy, but Jui and the Next Point team were with us every step of the way. Their guidance through this complex and lengthy journey was invaluable, helping us maximize value and achieve the outcome we were hoping for. Great experience!”

Dr. Anthony Polit

See More of Our Results

“Jui and her experienced team at Next Point provided invaluable education, support, and understanding. More importantly, she was available every time I had questions or concerns about my transaction. She knew all the details and fine print, making sure I was familiar with my situation so that I felt comfortable making decisions and was satisfied with the outcome. Most importantly, she gets you prepared! I highly recommend working with Jui and her team!”

Dr. Shawn Casey

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Your “Living the Dream” Team.

Buoyed by our mantra, “don’t sell, solve”, our team’s impressive experience and network of key strategic relationships is surpassed only by our commitment to being transparent and forthright, so that our clients get the right result, every time.

Meet the Team

Equipped to Help

Dean "Rocky" Rockwell

Charlie Maclay, CTP

Jui Trivedi

Cathy Willig

J. Michael Grady

Ronald Teplitsky

Ben Woodring

Advisory Team

Medical & Dental

Dr. Peter Michael Tan, DDS, MSHS, FACD, FICD

Dr. Angela Isaacs, DDS, MBA

Dr. Grace Harriman

Resources

Insights, Authenticity, and Exits, Oh My

Things To Consider Before Transitioning Your Dental Practice

When One Buyer Knocks: Why Smart Sellers Don’t Settle Early

The Economy May Slow Down-But Your Exit Plan Doesn’t Have To

FAQs

What is involved in a dental practice transition?

A dental practice transition involves preparing your practice for sale, conducting a dental practice valuation, identifying qualified buyers, structuring the deal, and managing the closing process. A well-planned dental practice transition ensures confidentiality, maximizes value, and allows for a smooth transfer of patients, staff, and operations.

How do I sell my dental practice at the highest value?

To successfully sell a dental practice at maximum value, owners should focus on financial performance, operational stability, patient retention, and growth potential. Working with an experienced dental practice M&A advisor helps position the practice strategically in the market and negotiate favorable deal terms.

How is a dental practice valuation determined?

A dental practice valuation typically considers EBITDA, revenue trends, payer mix, location, specialty focus, and market demand. Buyers evaluate both financial performance and qualitative factors. A professional dental practice valuation ensures the practice is priced accurately and defensibly during negotiations.

Why should I work with a dental practice M&A advisor?

A dental practice M&A advisor specializes in managing confidential sale processes, identifying strategic buyers (including DSOs and private equity-backed groups), structuring competitive bidding environments, and guiding owners through due diligence. Their expertise helps reduce risk and improve transaction outcomes.

What is the best dental exit strategy for practice owners?

The best dental exit strategy depends on your retirement timeline, growth goals, tax considerations, and desired level of post-sale involvement. Some owners pursue full exits, while others structure partial sales or partnerships. A tailored dental exit strategy ensures alignment between financial objectives and long-term lifestyle goals.