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”

Looking to start or Grow your DSO?