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#585: Understanding the DSO Landscape: A Conversation with McLerran & Associates

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Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors that influence a practice’s success and value. Brannon also talks about the potential tax implications and the emotional challenges owners face when deciding to sell. Tune in for insights about making informed and intentional decisions during a dental practice transition.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

  continue reading

592 episoade

Artwork
iconDistribuie
 
Manage episode 452218596 series 1001476
Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors that influence a practice’s success and value. Brannon also talks about the potential tax implications and the emotional challenges owners face when deciding to sell. Tune in for insights about making informed and intentional decisions during a dental practice transition.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

  continue reading

592 episoade

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