Tag

#Due Diligence

7 articles

Financial Analytics

The Dental Practice Data Room: What to Build, How to Structure It, and Why Starting 5 Years Early Changes Your Multiple

Most sellers assemble data rooms in 60 days. Here's the forensic-grade folder structure PE buyers actually expect — and why building it early changes your multiple.

Financial Analytics

The Data Room Nobody Builds: What Buyers See That Sellers Never Prepare

A QoE team spends 30 days dismantling the story you spent 30 years building. Sellers who pre-audit their data room dictate the terms of their exit.

Financial Analytics

The Due Diligence Ambush: How PE Weaponizes Your Data to Hijack Your Exit

Private Equity QoE teams extract raw PMS data to systematically dismantle your EBITDA. A $3M group lost $13.8M in enterprise value to unsanitized data.

Financial Analytics

EBITDA Laundering: The Clinical Blind Spot in Dental M&A

The EBITDA Laundering blind spot in dental M&A: how compliant-looking revenue masks clinical fraud that survives standard due diligence.

Practice Operations

Habit Debt: The Hidden Cost You Inherit When You Buy a Practice

Leadership Roots: Weekly Insights for Dental Practice Owners — Issue #14 When you buy a dental practice, you're not just buying equipment, patient charts, and a lease. You're buying habits.

Financial Analytics

The "Cash Flow" Mirage: Why Profitable Practices Go Broke in Year 1

You are looking at a prospectus for a $1.5M practice. The Broker points to the bottom line: "Look at this! $280,000 in Free Cash Flow. After debt service, you take home $180k. It's a turnkey investmen.

Practice Operations

Two Experts, One Decision: Why Practice Acquisitions Need Both Financial and Operational Due Diligence

Why dental practice acquisitions fail when only a CPA is involved: the financial story and the operational story are different. Both are required for a defensible due diligence outcome.