July 31, 2023

We’ve talked with our team of experts, our clients and our partners to collect industry knowledge and share it here.

The letter of intent is a core governing document which lays the foundation for any future partnership.
Recapitalization events provide a significant portion of the value in a DSO transition.
Partner selection will set the stage for any operational or clinical changes a practice might realize with a transition.
Understanding the workback period is critical to evaluating a potential DSO transition.
Filtering through potential DSO partners for the right fit is key to a successful transition.
Not all deals are created equal. Understanding the difference is essential when two deals have the same valuation.
The larger economic landscape can impact a potential DSO transition.


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