Webinar: Eide Bailly Presents: Unpacking DSO Affiliations - EBITDA, Practice Valuations & Deal Structures by McLerran & Associates

Eide Bailly 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.

Art Wiederman

Director of Dental Practices

Art specializes in serving dental practices. He oversees a variety of services including accounting, tax compliance and planning, financial planning, retirement planning and financial practice management consulting.

Art’s expertise is not only in taxation issues for dentists, but also in his knowledge of dental practice metrics and benchmarks. Art has the ability to look at a dentist’s statements and identify profit holes in their practice.

Don Watson

Partner

Don is a partner in the Healthcare Services department and primarily works with dental clientele. He helps with tax preparation, financial reporting, and consultation for individuals, corporations and partnerships associated with the dental industry.

Scott Haberman

Partner

Scott partners with closely held companies in healthcare, real estate, manufacturing and professional services, helping them navigate the operational and tax implications of their business goals. He has also worked with a number of Fortune 100 companies and has a firm grasp on tax strategies appropriate for many business structures.