DSO Advisory Services
01
Overview of the Dental Group Practice/DSO Market
- What value creation is necessary to get a premium value for your dental group
- Current trends
02
Patient, Provider, and Team Member Alignment
- How to implement incentive plans to motivate/retain team members
- How can equity play a role in recruitment/retainment
03
EBITDA and Value Creation
- What does a 10x valuation actually mean in terms of cash returns?
04
Roadmap, projections, budget creation and implementation
- Projections and budget creation
- Cash flow forecasting
05
What does “managing by metrics” mean?
- KPIs to track
- How to coach up DDS/RDH based on KPIs
06
Exit planning considerations
- Create executable timeline and roadmap
- Reaching financial independence
07
Creation of the Confidential Investment Memorandum (CIM) and marketing to institutional investors (private-equity funds, family funds, etc)
- Helping ensure high probability of a strong “second bite of the apple”