Webinar: Unpacking DSO Affiliations: EBITDA, Practice Valuations, Deal Structures & Tax Planning by McLerran & Associates

Unpacking DSO Affiliations: EBITDA, Practice Valuations, Deal Structures & Tax Planning

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, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.

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
Strategies to Help Reduce Your Taxes
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.

Joe Kalinowski

Senior Wealth Advisor - Thomas Doll, an Earned Wealth Company

Joe strives to build long lasting relationships with his clients. His core business philosophy is grounded in the belief that blending the wealth management, tax, and accounting needs of his clients is the best practice. Joe joined our Thomas Doll, an Earned Wealth Company in 1988 and has been a dedicated leader ever since. He is a frequent speaker on wealth management and tax planning strategies for high-net-worth individuals. He continues his education to stay current in his field, including collaboration with colleagues and wealth management organizations nationally.