Schatz & Company

Testimonials from our Dentists

“Things were good before...  now its better.  I seemed to be much more stressed out before...  now most of that has melted away.  Jon Schatz and his associates have been instrumental in turning my little office into my dream practice.  I know we are looking at the right numbers, I know we are dealing with my staff in the best possible way, and I know I am becoming a better person.  All of that is because of Jon Schatz and his commitment to integrity and my success.  I feel like I have found more than just an advisor and a new friend... I have found a mentor”. 

Lance Heppler, DMD  FAGD

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“I have worked with Jon’s group since 2004 and have used them in numerous capacities -practice valuation, personnel recruiting and management services.  In each case I have found them to not only be exceptional professionals, but they always center their guidance on what would be best for me and my quality of life; not just the bottom line of my clinics”.

Kyle House, DDS

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“When you're not sure where you are going any direction is the right path.  Most people call that "lost" and that's  how I felt before a friend referred me to Jon.  Jon is my "Dental Psychiatrist", he listens and provides valuable insight that allows me to succeed with my career and life.  I just don't feel lost anymore.  Call them; it will be one of the best moves in your dental life. ”

Matt Goodhue, DMD

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To whom it may concern:

“In April of 2007, I decided to sell my dental practice. I spoke with a few dentists who had sold their practices, and received different recommendations of who to help me reach that goal. I spoke with two brokers who told me that their fee was 7% of the sale price of the practice. I then had a meeting with Jon Schatz who gave me all the information on how they evaluate each practice, and assist in the transition from me to the new owner. All the information sounded very reasonable, so the process was started.

The information needed for the evaluation takes a lot of time and effort, but in the end, gives a true value of what one has to sell. The beauty of it all, is that the evaluation is indisputable. This means that the buyer and the seller are both getting a fair deal, and the buyer knows exactly what he can expect in the way of income to meet his financial liabilities after the sale.

Jon Schatz is a very guiding factor throughout the process. He referred me to a tax attorney to handle the legal paper work regarding the sale, and did the same for the buyer. He also helped the buyer obtain financing through a bank that he has consistently used in the past. The buyer and the seller are equally valued in this transition process which is a win – win for all involved. The sale of my practice closed on 6/30/08. During this process of meeting with and interviewing potential buyers, Jon Schatz worked behind the scenes answering questions of the potential buyers, and all the questions that I had. My total cost for using Schatz and Company was $5,429. If I had used a broker, the cost would have been SIX times that amount, and the process would not have been as smooth for the buyer or for myself.

In summary, I am very thankful for the professional handling of this very important transaction by Schatz and Company. I highly recommend Schatz and Company to buyers and seller alike. You will not be disappointed in any way. ”

Sincerely,

John D. Beals,
D.D.S. Retired

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“Jon Schatz has been instrumental in the success of my practice.  His ethical and practical approach to practice management and transitions set the ‘gold standard’ in the industry.”

Sean Benson, DDS

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“It’s very difficult to put into words the emotions involved in retiring and selling your dental practice. Thanks to Mike Smith with Schatz & Company, Inc., the transition process was really very enjoyable. From a fair and equitable valuation process, to notifying the dental community about the practice availability, to the assistance given to both the seller and the buyer (in hiring accountants, banks, and attorneys), the process went smoothly and efficiently. Stress was at a minimal level for both the buyer and me. Schatz & Company's assistance throughout the transition has helped to place the buyer and me on both a professional and personal friendship level that I would not have thought possible. By working with both of us, Mike was able to point out potential problems before they had a chance to arise. A very sincere thanks to all of you at Schatz & Company”.

Ed Gibb, DMD and Terry Gibb

“Schatz & Company played an integral role in the successful process of buying our practice. Mike Smith was friendly and helpful throughout the transition, insuring that any questions or concerns were addressed on both sides. The experience was a pleasant one and we would suggest Schatz & Company to anyone considering the purchase of a private practice”.

Richard AhYou, DMD and Emily AhYou

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"Schatz & Company’s low-key approach made us feel comfortable. Jon and Mike kept us informed about our options throughout the sale and created a win-win for the buyer and seller."

Bill A. Bonniksen, DMD
Nadia A. Winstead, DMD

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"Three of our meetings with the highest attendance ever were when Schatz & Company gave presentations on various aspects of dental practice management. Their talks on Embezzlement, Staff Management, and Prescription Fraud were invaluable to our members and gave them information they could immediately apply to their practice."

J. Storm
Executive Director
Marion – Polk – Yamhill County Dental Society

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"Dental school didn’t teach us to be business people. That’s why we got help from Schatz & Company. They helped us grow from a start-up to a successful practice."

Ben Aanderud, DMD
Nate Doyel, DMD

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“Jon and Mike are a pleasure to work with. They were extremely professional and supportive during the sale, and they’re very reasonably priced.”

Joe Pelz, DMD

“I extend a large thank you to Schatz & Company for being honest and upfront.”

Sam El-Ebrashi, BDS, MS

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"Jon Schatz is an experienced business person who knows dentistry. I’ve had steady growth and have greatly improved my overhead since Jon has been with me. I recommend him unequivocally."

Mark Rodman, DMD

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“We definitely recommend Schatz & Company to other dentists. They kept us up to date and gave us great personal service. They took the time to understand our expectations as sellers. Then they clearly outlined what would happen during the sale.

We were very satisfied with the service we received for the price we paid. Schatz & Company saved us tens of thousands of dollars. Mike, Susan, and Jon were wonderful to work with. They always had prompt answers to our questions and were always very professional. We were also grateful for the referral they gave us to Milt Christensen for the legal aspects of the sale.

Schatz & Company provided a fine number of strong candidates for our practice. The toughest part was choosing between them. Schatz & Company also did a great job of putting our staff’s fears at ease. Our transition couldn’t have been smoother especially since we requested a rapid timeline.”

Dr. Vaughn Wedeking, DDS and Dayle Wedeking, Office Manager

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“I recommend Schatz & Company to any dentist who is looking for an advisor to help improve his practice or to sell his practice. Everyone at Schatz & Company is knowledgeable about the practice of dentistry and how best to run a small business. Their advice is insightful and based upon a wealth of experience. I received prompt responses to my questions from Jon, Mike, and Susan.

As a person who was very new to running a small business and to being involved in the practice of dentistry, I often felt uneasy about situations that I had never encountered. The knowledge and professionalism of Schatz & Company helped me achieve a level of confidence in running our practice that I would not have had without them.

Our family saved at least fifty percent of our projected cost by using Schatz & Company instead of a practice broker. Schatz and Company put a high value on finding a good match for our practice, and they were concerned with the future stability of the new business which gave me confidence and peace of mind. Jon and Mike always looked for the best dentist for our practice rather than simply the highest bidder, which meant a great deal to me.

Schatz & Company was very effective in relieving the concerns of our staff. Jon and Mike took on many difficult conversations with our staff, and they were always honest and responsive to their, and my, needs. Their advice contained the perfect pitch for dealing with tough topics. I recommend Schatz & Company to any dentist looking for help in managing their practice or looking to sell their practice to the right dentist.”

Maurice Classen, son of Dr. James Classen, DDS

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“Schatz & Company did a great with the practice sale.  I’m thankful for all their help.”

Greg Gentry, DMD

“I really appreciate Schatz & Company’s honesty.  Their approach made me feel comfortable throughout the sale.”

Bruno da Costa, D.D.S.

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“Schatz & Company’s honesty and fairness were clear throughout the sale.  By not charging a commission, I feel they were objective and had everyone’s best interests at heart.”

Hank Failing, DMD

“I appreciate Schatz & Company’s help.  I’m happy with how things turned out.” 

Tasha Bollermann, DMD

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“Jon's knowledge and direction helped guide my through a tragic situation and helped to keep me focused on making the brutally tough, but ultimately correct decisions for the best interest of my family. His daily dedication helped to ensure a quick sale and avoid the impending financial disaster. However, what surprised me most about Jon, was his genuine compassion and understanding of this life changing event I was going through. He encouraged me keep looking forward in life and to find the other doors the were opening. Ultimately, he made me realize that there is life after dentistry. There is no doubt in my mind that I could not have made it through this, physically, financially and emtionally, without Jon. I can honestly say, even though I couldn't believe him when he told me in the beginning: six months after the sale, I'm in a better place in life. Thank you Jon.” 

Jeff Cornett, DMD

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“Schatz and Co. has provided our practice with excellent guidance.  We recommend Schatz and Company to anyone looking for proven and sound business and career advice!”

 

Jeffrey W. Timm, DMD & Andrew M. Timm, DMD 

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“It has been exciting in the last 5 years watching the office grow. As I look to start my Graduate Periodontic Residency, I have the peace of mind to know the office will continue to grow and being managed properly. It was a hard deciding to go back to school, but Jon gave me the confidence and encouragement of follow what I love to do. I am looking forward to starting my Specialty Periodontic practice in 3 years because I know Jon and his team will be there to support me.”

Duy Anh Tran, DMD

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“Schatz & Company was there to help during a difficult time. They were prompt and professional and always made me feel they had my best interests at heart. Their integrity is impeccable. Jon always got back to me when I had a question. He and his team never kept me guessing; they always kept me informed. And even if the news wasn’t what I wanted to hear, Jon told it to me straight and never lied.

His team paid attention to every detail of my sale. I saw firsthand how their honesty and thoroughness put potential buyers at ease, many of whom stated they had never seen such a comprehensive and clear valuation. I know that also helped attract dentists to my practice. They all trusted Schatz & Company.

I recommend Schatz & Company because of their integrity. Their honesty and professionalism are unbeatable. They not only sold my practice, they also saved me over ten thousand dollars.”

Vera Brown, DMD

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“I recommend Schatz & Company to other dentists and have so for some time. My comment a year ago was, ‘I expect them to be the dominant player in practice advising and transitions in Oregon one day, and I hope that comes true sooner rather than later.’

How do I know all of this? I have practiced in Eugene for over 31 years and I have either lead a practice management study club or been involved in practice advising for 25 years.”

Rich Meltebeke, DMD

 

Dental Testimonials