DSO Advisory Services
Overview of the Dental Group Practice/DSO Market
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What value creation is necessary to get a premium value for your dental group
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Current trends
Patient, Provider, and Team Member Alignment
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How to implement incentive plans to motivate/retain team members
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How can equity play a role in recruitment/retainment
EBITDA and Value Creation
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What does a 10x valuation actually mean in terms of cash returns?
Roadmap, projections, budget creation and implementation
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Projections and budget creation
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Cash flow forecasting
What does “managing by metrics” mean?
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KPIs to track
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How to coach up DDS/RDH based on KPIs
Exit planning considerations
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Create executable timeline and roadmap
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Reaching financial independence
Creation of the Confidential Investment Memorandum (CIM) and marketing to institutional investors (private-equity funds, family funds, etc)
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Helping ensure high probability of a strong “second bite of the apple”