Webinar: Scaling Your Practice While Preparing For A Future Sale by McLerran & Associates

Scaling Your Practice While Preparing For A Future Sale

About

At McLerran & Associates, we are passionate about leading through education and helping dentists make sound and intentional business decisions that benefit their lives in practice and beyond. Whether you are interested in scaling your business, hoping for a better work/life balance, wanting to offload the management burden, considering hiring an Associate, exploring upside potential in your practice, or ready to hang up the handpiece, we are here to help. In this live webinar, we’ll discuss how to scale your business to make it attractive for a future exit, the different types of buyers in the market, commonly utilized deal structures, define what factors drive value, walk you through our proven process, and provide you with the keys to maximizing your outcome. As the premier Sell-Side Advisor in the nation for private practice sales and DSO transactions, McLerran & Associates has been involved in over 1,000 successful practice transitions equating to over $1.5 Billion in closed transactional volume. This is an invitation to leverage our expertise and learn more about how we support our clients in one of the biggest decisions they will make in their professional careers.

Agenda

Current Market Conditions
Making the Decision To Sell – Identifying Your Why
Private Practice Sale vs. DSO Affiliations
Practice Valuations, Deal Structures, and Case Studies
Scaling to Sell – Exploring Upside Potential
Real Estate Considerations
Common Mistakes Sellers Make in a DSO Transaction
Keys to Maximizing Your Outcome in a Private Sale or DSO Affiliation
Live Q&A Session

Presenters

Ryan Moncrief

President - McLerran & Associates

Ryan Moncrief has a background in finance/marketing and began his career in the dental industry as a Territory Manager for Patterson Dental prior to becoming a partner in McLerran & Associates. Over the past decade, Ryan has facilitated the successful transition/sale of over a hundred dental practices and served as a sell-side advisor in countless DSO transactions. Ryan’s passion for helping others and extensive experience in the practice transition/DSO environment allows him to serve as an invaluable advisor and resource to our clients.

Arie Muniz

Sell Side Advisor - McLerran & Associates

With a background that spans over a decade in finance, banking, and practice brokerage, Arie Muniz has established himself as an expert in the dental industry. During his tenure with McLerran & Associates, Arie has facilitated more than 100 doctor-to-doctor practice transitions and demonstrated a strong track record of client satisfaction and success. Arie's distinctive experience in both banking and dental practice sales provides him with the necessary expertise to craft individually tailored practice transition strategies for our clients and ensure they achieve successful outcomes.

Trey Hargrave

Senior Vice President - Dental Space Advisors

Over the years, Trey has helped many general dentists find and secure the most ideal location for their start-up dental practice, as well as many pediatric dentists, orthodontists, periodontists, oral surgeons and prosthodontists. He has helped start-up dental practices in various cities across the country, a few including, all major and small markets throughout Texas including Dallas, Fort Worth, Houston, Austin, San Antonio and many others.