Rick Plummer, DDS
Fort Myers
As he began the process of practice valuation and started to consider the future transition of his Fort Myers practice, Dr. Rick Plummer contemplated managing the transition on his own.
Today, after witnessing
the degree of detail,
complexity, and nuance
that accompanied his
sale, he can confidently say, “Man, am I glad I didn’t try to do it alone!”
At the referral of colleagues, and following his attendance of various seminars and conference presentations, Dr. Plummer met with Greg Auerbach and Dr. Phil LoGrippo. Dr. Plummer knew he would need a successor not only with the experience to handle his patient load, but also with shared values and the leadership to helm his staff. Greg and Phil understood and were able to facilitate the search with ease. “There was never any pressure to hurry or make a decision; they really wanted to find the right person.” Within six months, the sale of his practice to Dr. Spaska Malaric was underway.
Once the right candidate was in place, Greg and Phil
continued to execute the specifics of the sale. Throughout
the process, whether seeking the right candidate or tying
up the details, Dr. Plummer had peace of mind that his
team could navigate the transition and any issues that
may arise. “I really felt like they were the best possible
combination—Greg being one of the sharpest business
men you’ll meet, with so much transition experience; and
Phil having been a dentist in a neighboring community,
who really knows the local landscape and the emotional
component of selling a practice.” Now as a consultant
and a patient, Dr. Plummer is regularly able to appreciate
the success of the transition in the smiles of his staff
and patients.
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