DentalPlum
The AI Engine

What used to take 90 days
now takes 20 minutes.

Every modern company you trust — your bank, your airline, your dentist's billing software — runs on AI behind the scenes. The brokerage industry hasn't caught up. We did.

DentalPlum isn't a chatbot bolted onto a website. It's a full deal-flow engine that replaces the dozens of manual handoffs a traditional broker, attorney, CPA, and escrow officer would normally string together over three months.

01

Why this matters

A traditional dental practice sale touches roughly 14 humans: the broker, broker's assistant, listing photographer, marketing coordinator, two attorneys, two CPAs, escrow officer, lender's underwriter, lender's processor, lease negotiator, transition consultant, and the buyer/seller themselves.

Each handoff adds days. Each handoff loses information. Each handoff costs you money — usually billed at $300–$650/hour.

AI doesn't replace the humans who actually matter (your attorney, your CPA, your lender). It replaces the coordination tax — the 80% of broker fees that pay for someone to forward emails, chase signatures, and re-type the same data into seven different forms.

02

The old process

STEP 1 — Seller calls a broker. Broker drives out, takes a tour, eyeballs the practice, and quotes a fee. (3–7 days)

STEP 2 — Broker hands seller a 12-page listing agreement and a packet of forms to fill out by hand. (7–14 days of nagging)

STEP 3 — Seller emails tax returns, P&Ls, production reports, and lease in 30 separate attachments. Broker's assistant retypes everything into a valuation spreadsheet. (5–10 days)

STEP 4 — Broker writes a marketing flyer, emails it to a list of buyers, and posts it on 3 industry boards. (2–4 weeks for replies)

STEP 5 — Interested buyer signs a generic NDA emailed as a PDF. Broker forwards the financial package. Buyer asks 40 questions. Broker forwards each one to the seller. Seller answers. Broker forwards back. (3–6 weeks)

STEP 6 — LOIs ping-pong between two attorneys for 2 weeks because nobody started from a clean template.

STEP 7 — Diligence, lease assignment, financing, escrow — coordinated by phone calls and forwarded emails. Stuff falls through the cracks because the broker is the bottleneck. (60–120 days)

Total: 6–9 months. $80–100K in commission. Hundreds of hours of your life.

03

The new process

STEP 1 — You answer 12 questions on our valuation form (5 minutes). Our AI ingests your tax returns and P&Ls directly, normalizes add-backs against thousands of comparable deals, and gives you a defensible valuation in under 60 seconds. A traditional CPA would charge $2,500 and take 2 weeks for the same number.

STEP 2 — AI auto-generates your listing agreement, listing flyer, and full data room — pre-populated with your numbers, your geography, your specialty, your hours. You review and e-sign. Total time: about 15 minutes.

STEP 3 — Your listing goes live to a marketplace of pre-qualified buyers. AI matches your practice to buyers whose specialty, budget, geography, and financing pre-approval all fit. No mass blasts. No tire-kickers.

STEP 4 — A buyer clicks Interested. AI generates a personalized NDA in their name (not a generic PDF), they e-sign in 30 seconds, and the data room unlocks instantly. No broker forwarding.

STEP 5 — Buyer chats with you directly through the platform. The AI broker assistant sits in the thread 24/7, answering routine questions (hours, staff count, equipment age, lease terms) without waking you up. It escalates anything it doesn't know directly to you.

STEP 6 — When the buyer is ready, AI drafts a clean first-pass LOI from comparable deal terms — earnest money, contingencies, closing timeline, working capital adjustment — so your attorney starts from a solid template instead of a blank page. You both review, redline in-app, and e-sign.

STEP 7 — Once an LOI is signed, both sides invite their team — CPA, attorney, lender, transition consultant, spouse — into a private deal room. Communication unlocks: chat in-app or take it to phone/email. We don't gate it.

STEP 8 — AI tracks every diligence item, every signature, every contingency deadline. It nags the right person on the right day. Nothing falls through the cracks.

Total: 30–60 days. 5% commission. A few hours of your life.

04

What the AI is actually doing

VALUATION — Reads your scanned tax returns and P&Ls, identifies add-backs (owner comp, personal vehicle, family members on payroll, one-time expenses), normalizes against thousands of comparable transactions, and produces an SDE-based valuation with a defensible range.

DOCUMENT GENERATION — Drafts clean first-pass NDAs, listing agreements, LOIs, and APAs personalized to each deal. Pulls in jurisdiction, specialty, deal size, and party names automatically — so your attorney reviews a polished draft in minutes instead of building one from scratch in hours.

BUYER MATCHING — Continuously scores every active buyer against every active listing on 23 dimensions (specialty, geography, budget, financing status, experience, transition timeline). Surfaces fits without spam.

24/7 BROKER ASSISTANT — Answers buyer questions instantly using your data room as ground truth. Never makes things up. Escalates anything ambiguous to a human.

DILIGENCE TRACKING — Monitors every open item, every deadline, every contingency. Sends the right reminder to the right party at the right time.

FRAUD & QUALITY CHECKS — Verifies buyer credentials, flags unrealistic LOIs, catches inconsistencies between documents in the data room before they become problems in escrow.

05

What humans still do

Your CPA still does your taxes. Your attorney still reviews the final APA. Your lender still underwrites the loan. Your transition consultant still coaches you through the staff handover.

We don't replace those people — we make them dramatically more efficient by giving them a clean, complete, organized deal package from day one instead of a shoebox of PDFs.

And licensed brokerage professionals on our team review every listing, every LOI, and every escrow before close. AI runs the rails. Real humans stay accountable for the outcome.

See it in action

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