Should I Stay or Should I Go? Considerations for Private Equity Affiliation

Doug Copple and Shannon Patterson discuss Should I Stay or Should I Go? Considerations for Private Equity Affiliation (1.25 CE). This lecture will focus on the fast-growing Dental/Orthodontic Service Organization (DSO/OSO) market. Most orthodontists have been contacted by a DSO/OSO or knows a colleague who has affiliated with such a group. We expect the consolidation of orthodontic practices will continue in the future. Arm yourself with knowledge to understand this trend and its impact on the industry and your practice. Topics discussed include:

• Current trends in the growing DSO market.
• Why consider a DSO/OSO?
• Comparing a traditional doctor-to-doctor sale with a DSO/OSO transaction
• Common structures and terms in DSO sales
• How to prepare your practice for a potential sale to a DSO/OSO.

Three Learning Objectives:

• Considerations for partnering with a DSO/OSO.
• Understand differences in price/value and terms in DSO/OSO transactions compared to traditional doctor-to-doctor transactions.
• How to prepare your practice for a potential sale to a DSO/OSO.