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#585: Understanding the DSO Landscape: A Conversation with McLerran & Associates

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Manage episode 452228816 series 2498672
Indhold leveret af Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors that influence a practice’s success and value. Brannon also talks about the potential tax implications and the emotional challenges owners face when deciding to sell. Tune in for insights about making informed and intentional decisions during a dental practice transition.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

  continue reading

585 episoder

Artwork
iconDel
 
Manage episode 452228816 series 2498672
Indhold leveret af Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors that influence a practice’s success and value. Brannon also talks about the potential tax implications and the emotional challenges owners face when deciding to sell. Tune in for insights about making informed and intentional decisions during a dental practice transition.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

  continue reading

585 episoder

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