Webinar: How to Navigate a DSO Affiliation for Maximum Value by McLerran & Associates

How to Navigate a DSO Affiliation for Maximum Value

About

Deciding to affiliate with a Dental Support Organization (DSO) is one of the most critical financial and professional decisions a dentist can make. With private equity-backed DSOs rapidly consolidating the industry and market conditions constantly evolving, understanding your options is crucial. Join Brannon, Assaf, and Charlie as they break down what every practice owner needs to know before pursuing a DSO affiliation, including key financial considerations and real stories from dentists who have successfully transitioned their practices.

Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA, SIPC. Advisory Services offered through appropriately registered Investment Adviser Representatives ("IARs") of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000. McLerran + Associates is not affiliated with AFGAS or SFA.

Agenda

The current state of the DSO market and what it means for your practice
How to calculate EBITDA and understand practice valuations
Different DSO deal structures and what to look for in an offer
Steps to position your practice for a successful transaction

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.

Assaf Pinchas, CFP®

Co-Founder of Allegiance Financial Group Advisory Services

Assaf began his career in financial services in 1995 and co-founded Allegiance Financial Group, LLC, in 2001. Assaf is committed to helping his clients achieve what matters most to them. Having spent his early years in his native Israel, Assaf appreciates opportunities to learn about the lives and perspectives of people he meets on his travels.

Charles Cooke, CFP®, CPFA®

Co-Founder of Allegiance Financial Group Advisory Services

Charlie is a seasoned financial professional and partner at AFGAS, specializing in comprehensive wealth management for a diverse clientele. With a career spanning over two decades, he has honed his skills and strives to deliver exceptional service to dentists, business owners, entrepreneurs, individuals, and families.