How do I tell a dental lab’s dentist clients about a new owner?
Tell your largest dentist clients personally, before any general notice, and bring the buyer along. Explain which technicians, turnaround habits and case contacts stay the same, answer questions plainly, and follow up in writing so no dentist hears the news second-hand.
Timing matters more than wording. Settle with the buyer when each group learns the news, and keep it confidential until the agreement is firm. Staff should usually hear before clients, so a technician is never surprised by a dentist’s question. Once you are ready, work down your client list in order of how much work each dentist sends.
For the main accounts, call or visit in person and introduce the buyer. Dentists care about three things: will the same technicians handle my cases, will my shade and fit preferences be remembered, and who do I call when a case is late. Have the answers ready. If the buyer plans changes to pricing, materials or pickup routes, say so honestly, or leave the topic until it is decided.
For smaller accounts, a short letter or email from both of you is enough, with a name and phone number for questions. Keep a list of who has been told and when, and watch for dentists who go quiet afterwards. During the first weeks, the seller can stay reachable to help with questions. Agree on that period in the sale terms with your lawyer so the handover is clear to everyone.
Key takeaways
- Brief staff first, then your biggest dentist accounts in person with the buyer present.
- Prepare answers on technicians, case preferences and who to call about late work.
- Keep a log of who has been told and follow up with quiet accounts.
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentWhat is succession planning?
- 02Business Development Bank of CanadaIndustryHow to sell your business
- 03Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
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