Add CAM checks to DSO diligence
Build one index row per target site and year.
Show source gaps and open CAM items on each row.
Keep deal choices and lease advice with their owners.
Bass Berry notes that clinic leases may have control change terms. Some may also require landlord consent.
Counsel must read those terms. The CAM index only flags their presence.
Set the index key
Use this key for each record:
Target + site + lease + CAM year
Do not make one record for the target. Site terms can differ.
Add the index fields
Track the source state beside every issue.
| Field | What it holds | Owner |
|---|---|---|
| Target | Practice or group name | Deal lead |
| Site | Address or site code | Deal lead |
| Lease | Signed lease name | Counsel |
| Signed changes | File links and dates | Counsel |
| CAM year | Statement period | CAM reviewer |
| CAM statement | File link and date | CAM reviewer |
| Payment proof | Ledger or payment link | Finance lead |
| Cost support | Landlord backup link | CAM reviewer |
| Cap terms | Clause source | Counsel |
| Audit rights | Clause source | Counsel |
| Control terms | Clause source | Counsel |
| Landlord consent | State and proof | Counsel |
| Open CAM item | Source based note | CAM reviewer |
| Deal effect | Deal team decision | Deal lead |
| Next action | Named task | Named owner |
The last two fields stay separate. A CAM item is not a deal choice.
Use four source states
Give each file set one state.
Complete
The required signed files and statements are present.
Missing files
A named source is absent. Add its owner.
Needs counsel
A lease term needs legal review.
Needs firm review
The source set supports CAM testing. A reviewer must check it.
Do not hide missing years inside one complete site label.
Test each lease year
Deloitte's 2020 material covers real estate deal checks. It includes CAM, caps, base years, and gross up.
That paper has an owner side real estate scope. Use only its test fields.
For each year, ask:
- Does the file hold the signed lease?
- Does the file hold all signed changes?
- Is the CAM statement present?
- Do payment records tie to it?
- Are caps and base years clear?
- Is landlord support present?
- Is any client notice still open?
- Does counsel need a clause?
Do not infer missing rights. Put the clause and proof before counsel.
Walk a sample index
Bright Dental Group is fictional. The facts below are made up.
Bright Dental Group has two leased target sites.
| Site | CAM year | File state | Open item | Owner |
|---|---|---|---|---|
| Cedar | 2025 | Complete | Cap test | CAM reviewer |
| Cedar | 2024 | Missing files | No cost support | Seller |
| Elm | 2025 | Needs counsel | Control term | Counsel |
Cedar 2025 can enter CAM review. That does not set deal value.
Cedar 2024 stays open. The seller owns the file request.
Elm goes to counsel. The consultant gives no consent advice.
The deal lead decides how each item affects the deal.
Keep the deal lanes clear
Use one owner for each work lane.
| Work lane | Owner | Index output |
|---|---|---|
| CAM source tests | CAM reviewer | Sourced review item |
| Lease meaning | Counsel | Legal advice |
| Tax issues | Tax advisor | Tax advice |
| Practice value | Valuation lead | Value view |
| Deal choice | Deal lead | Deal decision |
The index gives facts to these owners. It does not replace them.
Keep clinical and patient files outside this index.
Billing and patient insurance files stay outside too.
Set base scope with the lease cost service card.
Track all sites in the dental CAM queue.
Tie paid costs with the dental cost worksheet.
Carry open CAM rows into the dental consultant deal lane.
The franchise consultant offer keeps advisor scope clear.
Use the franchise resource hub for transfer checks.
Send other deal owners to the Practice Growth hub.
Where CAMAudit fits
Dental consultants choose the lease years for review.
CAMAudit can identify CAM items in those supplied files. It cites source lines.
It does not value the practice. It does not give lease advice.
Your firm reviews and signs the branded CAM audit. The deal team decides.
A checked item may support a dispute letter draft. The deal team checks it.
It is not legal advice. Have counsel review before sending.
Set CAM work in the service line guide after triage.