DSO Advisory Services

Overview of the Dental Group Practice/DSO Market

• What value creation is necessary to get a premium value for your dental group

• Current trends

Patient, Provider, and Team Member Alignment

• How to implement incentive plans to motivate/retain team members

• How can equity play a role in recruitment/retainment

EBITDA and Value Creation

• What does a 10x valuation actually mean in terms of cash returns?

Roadmap, projections, budget creation and implementation

• Projections and budget creation

• Cash flow forecasting 

What does “managing by metrics” mean?

• KPIs to track

• How to coach up DDS/RDH based on KPIs

Exit planning considerations

• Create executable timeline and roadmap

• Reaching financial independence

Creation of the Confidential Investment Memorandum (CIM) and marketing to institutional investors (private-equity funds, family funds, etc)

• Helping ensure high probability of a strong “second bite of the apple”