Dr. Hal Carlson, D.D.S., had listed his Texas dental practice with several different brokers across multiple years. Each engagement ran the same playbook — public listing, generic buyer pool, slow leads, no offer. He met Randy Kinnison in May 2023. The sale closed in August.
“After several years of having my practice up for sale with several brokers and having no success, I met Randy Kinnison in May of 2023. In a short time he came to me with an excellent buyer and a sale was culminated within three months. I can highly recommend Randy as your broker and as someone in whom you can have the utmost confidence.”
The practice had cycled through three brokers before Legacy took the call. Each prior engagement had used the same approach: public listing on industry boards, mass outreach to a general buyer pool, and slow drip of unqualified inquiries. Dr. Carlson was looking at retiring with the practice still on the market.
Legacy spent the first four weeks doing what prior brokers had skipped: normalizing the hygiene base, documenting provider compensation, reviewing the lease and TX licensing transferability, and tightening the financial story to what a serious buyer would actually underwrite. The practice never went back to public listing.
Once the practice was staged, Legacy reached into the active buyer pool — associate dentists with proof-of-funds, DSO acquirers with active Texas mandates, and practice consolidators with capital ready. The right buyer surfaced within the first month of confidential outreach. Diligence ran clean because the staging had already addressed the typical kill items.
From the first conversation in May to the August closing, the transaction ran on Legacy's standard cycle: intake → stage → confidential outreach → diligence → close. The pattern that had taken three brokers and multiple years to fail was replaced by the pattern that closes in a single quarter when the prep work is done first.
