DSO Strategy LLC

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?