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 should you decide to pursue a DSO affiliation. In this live webinar, we’ll discuss the current state of the DSO market and how to position your practice for a successful DSO transaction.
When
Wednesday, August 20, 2025 · 5:00 p.m. CDT (UTC -5:00)
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
  • Case Studies – Real World Examples of Recently Closed DSO Transactions
  • Live Q&A Session
Presenters
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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.
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Jim Boltz
President, Zimmerman Boltz & Company
Jim Boltz is President of Zimmerman Boltz & Company, an accounting firm that specializes in providing financial and tax services and practice management strategies for dentists since 1974. Zimmerman Boltz & Company handles dental practices from coast to coast. He is a founding member of the Academy of Dental CPAs, an association of accounting firms which specialize in servicing dentists on a national level.
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Bruce Wickham
Partner, Zimmerman Boltz & Company
Bruce Wickham is a partner in Zimmerman Boltz & Company, an accounting firm that specializes in providing accounting, tax and consulting services for dentists since 1974. Zimmerman Boltz & Company has over 350 dental clients and is a founding member of Academy of Dental CPA’s, a nationwide group of accounting practices that serve dentists. Bruce has been with Zimmerman, Boltz & Company since 2010.
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