Webinar: LLI Advisory Group Presents: Unpacking DSO Affiliations - EBITDA, Practice Valuations & Deal Structures by McLerran & Associates

LLI Advisory Group Presents: Unpacking DSO Affiliations - EBITDA, Practice Valuations & Deal Structures

About

The dental industry has experienced an unbelievable amount of consolidation by private equity backed DSOs over the past 5 years. With the industry evolving at a rapid pace and market conditions constantly shifting, it is imperative to understand your options and chart a course to maximize your outcome from a DSO affiliation. In this live webinar, we’ll discuss the current state of the DSO marketplace and how to position your practice for a successful DSO transaction.

Agenda

Private Equity & The Consolidation of the Dental Industry
Current Market Conditions - The Impact of Rising Interest Rates, Capital Constraints & Economic Uncertainty on the DSO Marketplace
Understanding EBITDA, EBITDA Multiples & Practice Valuations from a DSO Perspective
Deep Dive Into DSO Deal Structures
5 Most Common Mistakes Sellers Make in a DSO Transaction
How to Maximize Your Outcome in a DSO Affiliation – Why Economics & Deal Structure/Fit Are Equally Important
Case Studies – Real World Examples of Recently Closed DSO Transactions
Live Q&A Session

Presenters

Brannon Moncrief

CEO - McLerran & Associates

Brannon has over 20 years of dental industry experience as a banker and sell-side advisor and been involved in the sale of over 1,000 dental practices across the country. McLerran & Associates is the premier sell-side advisor for large practice owners seeking a DSO affiliation or private equity partner. McLerran & Associates’ proven DSO affiliation process is designed to provide dentists and specialists with the information, optionality, and leverage necessary to make informed decisions, find the right DSO or Private Equity partner for their practice, and maximize their outcome from the sale.

Gerard Iacovano, CPA

Principal

Jerry is a managing director of LLI Advisory Group and heads the firm’s healthcare division. For more than 30 years, Jerry has specialized in accounting, taxation, estate and financial planning for healthcare practitioners.

Licensed in New York and New Jersey, Gerard is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). He has served on the New York State Society’s Personal Financial Planning committee and written articles for the CPA Journal and the New Jersey Dental Association. He frequently lectures to professional organizations, medical and dental schools, dental societies, and study clubs on topics such as year-end tax planning, estate planning, practice management, practice transitions, and start-ups.