Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Steven D. Caudill

Palm Desert,CA

Summary

Persuasive Dental Broker with over 45 years of experience in soliciting potential clients to buy and or sell Dental Practices and Dental Consultation.

Exceptional communication and negotiation skills to manage competing deadlines. Proficient in advising clients on prices, loans and market conditions. Committed to balancing demands of buyer with those of seller.

Proficient working Attorneys, CPA's, Dental Advisors, Escrow and anyone who needs assistance during the sale of the Practice.

Overview

45
45
years of professional experience

Work History

Real Estate Dental Practice Broker

Caudill and Associates (self-employed)
01.1989 - Current
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
  • Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Enhanced client satisfaction by providing a hands on personalized strategy tailored to your practice and personal needs.
  • Practice analysis through personal on-site assessment.
  • Practice appraisal based on financial and on-site observation.
  • Marketing recommendations, local advertising.
  • Show the practice to potential buyers.
  • Personally available to seller to answer any questions.

Dental Practice Sale Broker

Henry Schein Dental Practice Sales
01.2017 - 01.2024
  • Arranged for inspections and surveys of Practice (and real estate if for sale).
  • Advised clients on lending conditions to promote customer satisfaction.
  • Answered inquiries and provided information to sellers and buyers, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Recorded supporting documentation for phone calls and written correspondence.
  • Responded via telephone and email to questions regarding practice and or property.
  • Prepared contracts and related documentation according to strict standards.
  • Ongoing marketing/advertising of practice.
  • Show the practice to potential buyers.

Education

Bachelor of Arts - Business Management

University of Redlands
05.1987

Skills

  • Financial Analysis
  • Documentation Abilities
  • Risk Mitigation
  • Buyer Vetting
  • Relationship Management
  • Documentation Expertise
  • Market analysis
  • Conflict resolution
  • Interpersonal skills

Additional Information

Licensed California Real Estate Broker (active) for 30+ years

Timeline

Dental Practice Sale Broker

Henry Schein Dental Practice Sales
01.2017 - 01.2024

Real Estate Dental Practice Broker

Caudill and Associates (self-employed)
01.1989 - Current

Bachelor of Arts - Business Management

University of Redlands

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Steven D. Caudill