What Our Clients Say About Us

I’m writing to share my experience and offer a strong recommendation for HenryShein transition team specifically Jay Harter that recently managed the sale of my dental practice. Selling a practice is a complex process—financially, legally, and emotionally—and having the right team in place makes a significant difference.

From start to finish, their level of professionalism, market knowledge, and attention to detail was exceptional. They handled every aspect of the transition with precision, including valuation, buyer screening, negotiations, and coordination with legal and financial parties.
They were consistently responsive, transparent, and supportive, ensuring I felt confident and informed at every stage. Most importantly, he helped secure a successful outcome that aligned with both my financial goals and the future continuity of care for my patients.

If you are considering selling your practice or even exploring your options, I highly recommend working with a qualified and experienced transition team like the one I had the privilege to work with. Their expertise truly adds measurable value and peace of mind.

I worked with Jay Harter while selling my dental practice in Folsom, CA. He made excellent suggestions, he always stayed on top of our correspondences, and made himself available whenever I needed him. Couldn't have asked for a better negotiator during some issues that came up during the process. Jay proved to be a great advisor in the transaction!

I am a dual trained, dual board certified Pediatric Dentist and Orthodontist. I have been in private practice for 30 years. I had been approached multiple times over the years by different types of buyers and frankly, I was apprehensive about the prospect of transitioning my practice. I had no idea how the process worked. So, I started researching by asking colleagues and reading articles. I decided to start by doing a practice valuation to discern if the offers I would get were fair and reasonable. There are many options out there when it comes to doing valuations. Private consultants, financial planners, etc. I noticed that Henry Schein had a division solely dedicated to the purchase and sale of dental practices. I decided I wanted the people who do this all the time specifically for dental practices to help me. I contacted them and that is how I met Alisa Shoaf. I was impressed by how knowledgeable, clear and direct she was. I was also impressed by the amount of dental practices they buy and sell every year all over the United States. Dental practices are particular and they are different from other businesses, and I decided I wanted to work with people that understood that. So I decided to do a valuation with Henry Schein. The valuation was extremely thorough and I was very pleased with the analysis. While in the process of completing it, I received an offer that I was interested in. I decided to hire Alisa as the agent to broker the negotiations. I have to say it is the best decision I made! She was instrumental in negotiating a deal that was extremely favorable and that met all of the requirements and conditions that I had expressed I wanted when transitioning! It was comforting to know that I had someone in my corner advocating for the things that mattered to me. She was prompt and diligent and extremely thorough. She knew how to negotiate and present arguments on my behalf without me having to miss any clinic time to deal with the process. I was able to continued serving my patients uninterrupted while the entire process developed. I am extremely grateful for everything she did and I would highly recommend their services to anyone who decides to transition their practice.

I had an excellent experience working with Zach. From start to finish, he did a fantastic job facilitating the transaction and keeping everything moving smoothly. His communication was consistent, clear, and timely, which made a complex process feel much more manageable.

He was always available to answer questions, provide guidance, and ensure that both sides stayed aligned throughout the process. I especially appreciated his professionalism, attention to detail, and ability to navigate challenges without adding stress.

Overall, he was great to work with and played a key role in making this transition successful. I would highly recommend him to anyone buying or selling a dental practice.

I was very pleased with the entire team, and it truly was a team effort to get us across the finish line. Maggie was excellent to work with, and when Derek Shatzer stepped in during her maternity leave, he was equally outstanding. The attorneys Maggie recommended were also exceptional and a valuable part of the process.

Overall, I had a very positive experience and would confidently recommend the team to anyone considering the sale of their practice. Thank you all very much.

Tricia was fantastic to work with from a buyers POV. She was engaging and always answered my questions quickly and professionally. She helped me and the seller stay on track and we were able to close very easily. I could not have done it without her, and I definitely would not have wanted to. I would recommend her to anyone looking to buy or sell a dental office.