Unpacking DSOs

EBITDA, Practice Valuations, Deal Structures & Tax Planning

In this guide, we’ll uncover the current state of the DSO marketplace, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.

1.

Understanding Terminology

Gain a clear understanding of key DSO-related terms and concepts to build a strong foundation for evaluating potential partnerships. This section breaks down industry jargon, making the complex DSO landscape more accessible for dentists.

2.

The Evolution of DSOs

Explore how DSOs have evolved and transformed the dental industry over the past decade, driven by shifting market dynamics. Understanding this evolution will help you better understand current market trends and opportunities.

3.

What DSOs are Looking For

Learn the critical factors DSOs consider when evaluating a practice for acquisition. From financial performance to operational efficiency, discover how to position your practice as an attractive asset.

4.

Practice Valuation Metrics

Uncover the key financial and operational metrics that determine your practice’s value in a DSO transaction. This section demystifies valuation methodologies to help you maximize your selling price.

5.

DSO Deal Structures

Understand the different types of DSO affiliation models and partnership structures. Knowing these options will help you negotiate the best deal for your long-term goals.

6.

Aligning Incentives with Partners

Explore strategies for structuring deals that align your financial incentives with your partners. Learn how to maintain control over your future earnings while securing an exit.

7.

Top Mistakes Dentists Make

Learn how to avoid common pitfalls that can reduce your practice’s value or lead to unfavorable deal terms. This section highlights real-world mistakes dentists have made — and how you can sidestep them.

8.

Case Studies

Review real-life case studies of dentists who have successfully navigated DSO transactions. These examples provide valuable insights into what works, what doesn’t, and how to achieve the best possible outcome.

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