New industry trends, inflation and tax policy changes are dramatically impacting the dentistry business; coupled with the increase in private equity offers, there is a lot being thrown at dental practice owners. Owners must decide how to maximize the largest asset they own – their practice. During times of uncertainty and opportunity, it’s more important than ever for an owner to have a financial plan that can guide them toward their goals. This session discusses how valuations and transitions can impact a long-term financial plan, for both associates and owners. Attendees will receive a thorough outline of data points to analyze when contemplating a private equity offer. By understanding the true value of a dental practice, they will be equipped to look at offers skeptically and gain realistic expectations of a practice transition.
Learning Objectives:
At the conclusion of this presentation, participants should be able to:
Identify areas allowing for increased profitability.
Examine how private equity or a DSO values the EBITDA of the OMS practice.
Create a personal and business financial plan that will position the practice to maximize its value when the time is right.
