Tag
#Rollover Equity
3 articles
Industry Insights
Between the LOI and the Wire: What Dentists Who Sold to a DSO Said Surprised Them
I asked dentists who sold to a DSO one question: what surprised you between the LOI and closing? Twenty-one answered. They sort into three shapes, and nobody answered the part that mattered most.
Financial Analytics
The Second Bite: How Rollover Equity Works and Who Gets Paid First
Rollover equity is a security — minority, illiquid, leveraged, with an exit you don't control. The five questions that decide whether it's a second bite or a second haircut.
Financial Analytics
The Paper Millionaire: What Your Rollover Equity Is Actually Worth
Rollover equity is 20-40% of a dental practice sale taken as stock in the buyer's platform. The buyer audits you for 90 days; most sellers audit the buyer over a dinner. The five-question diligence every seller owes their second bite.