The Financial Planning Perspective of a DSO Transition

Welcome to another insightful episode of The Dental Deal! In an episode purely focused on the financial planning perspective of joining a DSO, Christy is joined by Brittany Frazier. Brittany is a financial planning partner of 7 Pillars with Cain Watters & Associates. Tune in as Christy and Brittany tackle debt management, tax strategies, investment considerations, and retirement planning. Brittany shares her invaluable insights tailored to clients exclusively within the dental field.

Christy and Brittany discuss how practice transitions offer a lot of opportunities, and should not be solely seen as an exit strategy. Young dentists are increasingly recognizing DSOs as viable growth strategies for their practices, marking a significant shift in the industry. Christy and Brittany’s deep financial knowledge offers a unique perspective on the ever-shifting DSO space. The episode addresses common pitfalls, with Brittany pinpointing a few examples she encounters with her clients. Particularly, the need to understand the ‘why’ behind their decision to transition their practice to a new owner.

‘Chasing the multiple’ is another critical concept explored in this episode. Brittany emphasizes the importance of avoiding the mistake of solely pursuing higher sale multiples and highlights the role of brokers in helping clients find buyers who align with their desired practice style.

Tune in to gain a deeper understanding of the financial intricacies involved in DSO transitions and pick up valuable insights to navigate this dynamic landscape successfully. Whether you’re a seasoned practitioner or a young dentist exploring growth avenues, this episode provides a comprehensive guide to strategic financial planning in the ever-changing world of dental practice transitions. Reach out to a 7 Pillars team member today if you have any questions!



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