Webinar: Unpacking DSO Affiliations - EBITDA, Practice Valuations & Deal Structures by McLerran & Associates

Unpacking DSO Affiliations - EBITDA, Practice Valuations & Deal Structures

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 from a DSO affiliation.

In this live webinar, we’ll discuss the current state of the DSO marketplace, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.

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
How to Maximize Your Outcome in a DSO Affiliation – Why Economics & Deal Structure/Fit Are Equally Important
Case Studies – Real World Examples of Recently Closed DSO Transactions
Strategies to Help Reduce Your Taxes
Live Q&A Session

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.

Kevin Bray

Partner & Chief Growth Officer

Kevin is a partner at The Dental Accounting Group, where he's been dedicated to supporting dentists since 2014. A proud University of Washington alum (Go Dawgs!), Kevin is passionate about building businesses and helping clients with financial planning and education. When he’s not at work or diving into business books and historical facts, he lives in Woodinville with his wife, three sons, and two dogs. Kevin stays active in the local F3 fitness and leadership community and enjoys traveling, gardening, hiking, trail running, and hitting the slopes for skiing and snowboarding.

Brian F. Bray, CPA

Co-Managing Partner | Senior Client Advisor

Brian has been a Certified Public Accountant and business advisor for over 40 years and is a CoManaging Partner of the Dental Accounting Group. Brian offers clients a business-minded perspective, sharpened by decades of practical experience, to help clients grow and improve their business. He is passionate about helping the next generation of dentists learn how to be
financially successful in today's challenging economic environment.

Margaret M. Boyle, CPA

Co-Managing Partner | Senior Client Advisor

Maggie is the Co-Managing Partner of the Dental Accounting Group. She is a University of Washington graduate, a Certified Public Accountant (CPA) and a former Certified Valuation Analyst (CVA). Maggie has been providing tax, consulting and planning services to dental professionals since 1990. She served on the board of the ADCPA for 6 years and is the Washington representative for the Academy of Dental CPAs, a select group of 26 CPA firms throughout the US that provide progressive consulting, accounting and tax services to dental professionals. Maggie has guest lectured at the University of Washington Dental School, SKCDS and many local study clubs.