Joel’s experience includes recruiting associates, transitioning them into owners, and making everyone feel like winners. I can think of no one more suited to transfer that experience for the benefit of other dentists than Joel Small.

Certainly I want to thank the entire Phase II team for “head knowledge,” its professionalism and systems for success built into your transition model. The thoroughness of your “practice evaluation” reflects your extensive experience in practice sales/purchases. What I view as equally important to my successful sale was your heart knowledge. Lynne, I very much appreciated your empathy and concern for my medical disability which precipitated the practice sale. When I decided I needed to sell, I was clueless to the details involved in this process. I expect, like most of your clients, this is a first time experience and a significant component of the retirement nest egg. Thanks for being always available to answer questions and provide advice and calm for any anxiety I experienced. In short Lynne, thanks for your friendship.

I recently purchased a practice using Phase II, and things went so smoothly. I wasn't sure how things were supposed to go, but they connected me with people I could work with for the entire process and everything moved so quickly! Lynne was great in matching me up with a perfect practice that was just right for me. Lynne's knowledge of and experience in the dental field has been a great resource for me throughout all parts of my transition and even now that I'm getting settled in. Thank you, Lynne Gerlach and Phase II for finding me an amazing practice and allowing me to feel comfortable throughout the purchasing process that could be an absolutely stressful experience, but wasn't for me!

Dear Lynne, Kudos to you and your team for helping me sell my dental practice.  Phase II was there every step of the way from finding a buyer, negotiating the sale, and handling the legal documentation.  All of this was accomplished in a very professional and caring manor. Thank you for everything.    

I began the transition process with Phase II in December 2013. Having obtained a detailed practice valuation, it was comforting to know I was in better shape than I originally thought. I continued to practice and do well for two more full years. In Spring 2016, I asked Dr. Lynne Gerlach to start looking for a suitable buyer. She graciously vetted potential buyers - the very first candidate presented was the right one for my practice. Phase II helped me understand the entire process and gave advice along the way. Dr. Gerlach and Jerri Grant were very attentive to the details and so pleasant to talk with. They made me comfortable and took care of the details. The transition was a success for me as well as the buyer. Dr. Gerlach is a first-class professional. Because of Phase II, I am able to take my next step of faith.

We just wanted to express our sincere appreciation to you and all the team at Phase II for a job very well done! You all went above and beyond in helping us accomplish the sale and smooth transition of our endodontic practice. You demonstrated the highest level of ethics and we would encourage anyone interested in buying or selling a practice to choose Phase II! Jerri you will always have a place in our hearts, thank you.

Dear Lynne, I can say with conviction that this was the right time and the right pair of doctors.  Bottom line, we could not have gotten to this point without your patience and wisdom through all the moments - not simple and complicated. Thank you for all the hard work that you, Jerri, and Chip provided us.  Allyson and I are truly grateful for your time, expertise, and commitment to our transition.

From the time I first engaged Phase II to market my practice until it was sold, I was very impressed with their knowledge of the many complexities of the sales process. Phase II was able to overcome difficulties with the lenders and landlord of my office to accomplish the sale of my practice. They used legal and financial consultants to resolve issues which would have prevented the sale of my practice. This was accomplished in a very professional manner and I was well informed and guided through the entire process. Phase II also worked with the buyer to ensure a fair deal for both parties and have continued help with the transition of the practice. Without the expertise of Phase II I would not have been able to sell my practice. I highly recommend Phase II for the sale of any dental practice.

“I have known Lynne through many phases of life.  She brings the unique combination of a devotion to her family, brilliant business mind, understanding of the marketplace, and compassion for the people going through transformational life change.  In a world that is lacking ethical behavior, integrity, and keeping the promises that you make, Lynne brings all three. I trust her implicitly and my estate documents specify Lynne to manage my practice sale and transition should that be required.  I hope that you find this confident recommendation to be helpful.”

I recently joined a practice and I decided to use Phase II Dental Transitions after speaking with many different companies. I was a resident at the time so I knew very little about the business side of things. Dr. Gerlach made me feel like she would walk me through everything and was very knowledgeable in this area. I could not imagine having to go through this with anyone else. Dr. Gerlach and her team were always available to answer any questions I had. Both myself and the practice I joined would recommend her to anyone looking to buy/sell or join a practice.

Phase II Dental Transitions and Lynne Gerlach are the best. I dealt with several agents trying to find the right practice. I had high demands, was looking at numerous practices, and I would not be happy until I found the one that fit my needs. Phase II is interested in creating the best outcome for buyers and sellers and making the correct match. Lynne was very patient and helpful while guiding us through the process. She was truly interested in putting together a buyer and seller that would be mutually beneficial. She worked hard on a non-traditional transition, and I could not be happier. There were many challenges and she was there to help. When the day comes that I need to buy or sell another practice, I will call Lynne.

Dr. Lynne Gerlach and her Associates at Phase II were tireless, patient, and professional. I was in a very unusual situation where I had to sell my orthodontic practice in a short time and Phase II was relentless in their pursuit of a Buyer. They have a wide and diverse network and were in all phases of the transition extremely helpful and dedicated to one person, me. I cannot recommend any one any higher than Phase II! From start to finish they never stopped working for their client in all phases of the sale.