Start with your happiest and most successful clients. For Legacy, this means focusing first on dentists who have completed recent transitions through your firm and fit your ideal profile—practice owners nearing retirement, those who found partners successfully, or buyers who report great post-deal outcomes. Use Leadsforge to find similar professionals: identify their demographics (age, location, years in practice) and search for others with matching profiles whose career trajectory or firm size suggests they're likely to transition soon. Here is why: By focusing on your top clients as templates, you’ll increase your response rate, since lookalike prospects are much more likely to need your services soon. Leadsforge streamlines this process, letting you build lookalike lists based on details like region, specialty, and years of practice, so you can maximize results from the start.

You can quickly identify dentists and professionals following competitor brokerage or transition consultancies, as these individuals are often open to new partnerships or information about succession planning. Just provide the LinkedIn company page link of competitors in Leadsforge and the platform will automatically locate their engaged followers for you, helping you target an audience already interested in your space. Here is why: Competitor-followers are typically higher intent and more open to discussing their next move, so converting them is easier and more cost-effective. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Break your market into clear, actionable segments to improve outreach: 1) Dental Practice Sellers (owners aged 55+, in retirement planning, 10+ years of practice revenue) 2) Buyers & Associates (younger or early-career dentists looking to acquire their first practice) 3) DSOs, Investors, and Advisors (larger groups seeking acquisition opportunities or advisory partners) Here is why: Each segment cares about different messaging (retirement versus growth opportunities); segmenting allows you to tailor your outreach, which is proven to boost reply rates and trust—crucial in relationship-driven markets like dental practice transitions.

You can create additional micro-segments by specialty (e.g., orthodontists, endodontists, oral surgeons) and by geography (e.g., Midwest, South, specific metro areas with many testimonials). Grouping by size (solo vs. multi-practice) adds another layer. Here is why: Micro-targeting lets you present the most relevant case studies and lead magnets, making your first impression more credible and compelling for each slice of your audience.