Consani Associates Ltd. (“Broker”) permits Purchaser to have access to Broker’s clients
(“Seller’s”) patient files, tax returns, appointment books, accounting/office records, personnel
files, financial data, operating data, and other information necessary to understand Seller’s
practice (“Seller’s Confidential Information”) so that Purchaser may conduct a due diligence
investigation. Visits to the Seller’s office are made by pre-arranged appointment only.
Purchaser may permit Seller, at Purchaser’s option, to have access to Purchaser’s tax returns and
other financial information (“Purchaser’s Confidential Information”), to permit Seller to conduct
a due diligence investigation with respect to Purchaser’s credit.
Nothing in this agreement requires either party to furnish any information. However the parties
expressly agree that any Seller’s Confidential Information or Purchaser’s Confidential
Information (together “Confidential Information”) which is furnished or otherwise obtained is
confidential. Buyer agrees to share the information with professional advisors and spouse only,
and agrees to respect the fact that Seller’s desire that the fact that their practice is for sale – be
kept confidential from the Seller’s staff and patients and the dental community at large.
The parties will hold Confidential Information confidential, and will not disclose it to any person
other than their attorneys, brokers, and accountants. Careless or neglectful handling of this
information or material could result in liability for all parties involved.
I agree to maintain the privacy protections and restrict the use and disclosure of all patient
information (verbal, written or electronic) obtained from this dental office only for the purposes
of serving this dental office.
I understand that I may not sell, barter, give away or reveal any patient information for personal
or business gain or any form of marketing or fund raising.
I will contract with any subcontractors to whom I pass this information to hold all patient
information confidential and further disclose it only for the purpose for which it was disclosed to
them in the service of this dental office.
I will contact this dental office if I become aware of any situation in which that confidentiality of
any patient information is breached within 24 hours of discovery, as well as take corrective
action to mitigate the damages.
I will make all records concerning patient information and disclosure available to the dental
office and to the US Department of Health and Human Services.
I understand that if there is a breach in my privacy obligations, my services may be terminated.
I agree to return or destroy all patient information and keep no copies after the termination of my
affiliation with this dental office.
I understand that the above restrictions are for the duration of my affiliation with this office and
survive termination of my affiliation with this office.