Webinar: Preparing Your Practice for a Private Sale or DSO Affiliation by McLerran & Associates

Preparing Your Practice for a Private Sale or DSO Affiliation

About

As you consider what the future holds for you and your practice, a strategic succession plan is critical for estate planning purposes, identifying the best time to pursue a transition, and securing financial freedom while mitigating tax implications. In this live webinar, we’ll discuss the different types of buyers in the market, commonly utilizing deal structures, the importance of timing, financial & emotional considerations, and how to maximize your outcome when pursuing a traditional practice sale or DSO affiliation. 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
Making the Decision To Sell – Identifying Your Why
Factors that Influence Practice Value & Marketability
Most Widely Utilized Deal Structures
Common Mistakes Sellers Make in a DSO Transaction
Real Estate Considerations
Common Mistakes Sellers Make in a DSO Transaction
Keys to Maximizing Your Outcome in a Private Sale or DSO Affiliation
Tax Implications and Investment Strategies
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.

Andrew Kobylski, CFP

Sell Side Advisor - McLerran & Associates

Andrew graduated Summa Cum Laude with a BS in Finance from Virginia Tech University and earned his Certified Financial Planner designation shortly thereafter. Prior to joining McLerran & Associates, Andrew worked as a dental-specific Wealth Advisor focused on helping dental practice owners and specialists achieve their financial goals. Andrew’s advanced training in financial planning, combined with his expertise in advising healthcare business owners, allows him to seamlessly integrate and advise our clients on the personal, professional, and financial aspects of their practice transitions.

Chris Cuadros, CPA, MPA

Head CPA - Crossroads

Chris Cuadros is the owner and head CPA of Crossroads. He began Crossroads in 2008 specifically for dentists and has expanded the practice to include other private health care practices. Chris is originally from Louisville, Kentucky and is a graduate of Hanover College. He earned his Masters in Taxation from Indiana University Kelley School of Business.

Jason Hite

Director of Business Development

Jason Hite started working with Crossroads in 2022 as Director of Business Development and is a graduate of Drury University.