About
Prior to embarking on the journey to selling your practice to another private practitioner or considering an affiliation with a DSO, it is critical you define your “why” or reasoning for pursuing this path while educating yourself on what transition strategy best aligns with your objectives. In this live webinar, we’ll discuss the different types of buyers in the market and 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 Advisory firm in the nation, 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 - The Impact of Rising Interest Rates on Bank Financing and Private Equity
  • Making the Decision to Sell – Identifying Your Why
  • What Factors Influence Practice Value & Marketability?
  • Are You The Right Fit For A DSO and Is a DSO Affiliation The Right Fit For You?
  • Practice Valuations, Deal Structures, and Case Studies
  • Common Mistakes Sellers Make in a DSO Transaction
  • Keys to Maximizing Your Outcome in a Private Sale or DSO Affiliation
  • Steps to Selling Your Practice
  • Live Q&A Session
Presenters
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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.
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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.

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Robert Edwards
Founder - Edwards & Associates
Robert T. Edwards holds a Certified Public Accounting license and is the managing partner of R.T. Edwards & Associates, P.C., a full-service public accounting Firm working extensively with dentists and other healthcare professionals in the areas of accounting, financial planning, practice transitions, practice start-ups, tax reduction and wealth building tips. This year, R.T. Edwards & Associates, P.C., celebrates 33 years serving the dental community.
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