Tag

#Exit Planning

10 articles

Financial Analytics

Successor Liability: The Algorithmic Cost of the Independent Contractor

The 1099 associate structure is the most common staffing decision in dentistry — and the most calculable forensic liability at exit. Here is exactly how buyers price it, from successor liability escrow to the compensation cascade.

Financial Analytics

What Is My Dental Practice Worth? Why the Answer Depends Entirely on Who's Buying

The value of your dental practice depends entirely on who is buying. Here is how individual buyers and institutional buyers calculate it — and why those are two different numbers.

Financial Analytics

Dental Practice Exit Strategy: The 5-Year Forensic Blueprint for an Institutionally Auditable Sale

A year-by-year dental practice exit strategy for building a practice that institutional buyers pay premium multiples for — the forensic blueprint starting 5 years before you sell.

Financial Analytics

The $250,000 Audit: How Retroactive Payer Downgrades Destroy Enterprise Value

A $25,000 insurance chargeback becomes a $250,000 enterprise value reduction at a 10x multiple. Here's how retroactive payer audits and QoE extrapolation compound to destroy dental practice valuations.

Financial Analytics

The KPIs That Kill Your Multiple: Which Dental Practice Metrics Institutional Buyers Actually Score

Not all dental KPIs matter at exit. Here are the metrics PE-backed buyers weight most, the thresholds that move multiples, and the vanity metrics they ignore entirely.

Industry Insights

The Other Side of the Door: What You Are Actually Trading When You Sell Your Practice

A 45-year practice owner sold into a DSO and was forced out during COVID by someone 75 miles away. The number was right. The trade was not what he expected.

Financial Analytics

How DSOs Actually Evaluate Your Dental Practice: The 11 Underwriting Criteria They Score But Never Publish

Former NADG regional director reveals the 11 criteria DSO underwriting teams actually score — and the specific thresholds that separate premium multiples from discount ones.

Financial Analytics

The Hygiene Asset: Why Your Recall System Is Your Practice's 401(k)

The Hygiene Asset: Why Your Recall System Is Your Practice's 401(k) In my last piece, we dissected "The Expert's Trap," exploring the journey from practitioner to true business owner. That discussi.

Financial Analytics

Income Rich, Asset Poor: The High-Production Valuation Trap

Income Rich, Asset Poor: The High-Production Valuation Trap You are the most profitable producer in your practice. Your clinical skills are unmatched, your schedule is perpetually booked, and you p.

Financial Analytics

The Million-Dollar Mistake: Why Waiting Until You're Ready to Sell Could Cost You Your Legacy

The Million-Dollar Mistake: Why Waiting Until You're Ready to Sell Could Cost You Your Legacy For decades, you have been a pillar of your community, a trusted caregiver for generations, and the lea.