DSO Exit Strategy & Financial Optimization Workshop

This is a private hands-on, deep-dive training designed exclusively for dental support organizations preparing to scale, raise capital, or exit. This two-day, in-person seminar delivers strategic, financial, and operational insights tailored to platform-level leadership teams. 

THIS IS FOR QUALFING DSO's ONLY - SEE APPLICATOIN BELOW

• Building Exit Strategies & Structuring Exit Teams
   
• Preparing for QofE, Due Diligence, and Compliance Audits
   
• Capital Partner Search & Investor Readiness
   
• Building a Virtual Data Room & Drafting a Compelling CIM
   
• Valuations, Equity Grants & Employee Retention Planning
   
• Technology Stack Management & AI Tool Selection
   
• Tax Structuring for M&A and Exit
   
• Deep Dive into EBITDA: Calculations, Drivers, and Optimization
   
• Financial Statement Mechanics: Accruals, Rev Rec, Compliance
   
• Deal Flow Management & Negotiation Strategy
   
• Operating Agreement Essentials & Cap Table Design
   
• IRR, EBITDA Multiples, and Valuation Frameworks
   
• Top 10 Deal Killers (and How to Avoid Them)
   
• EOS, Team Building & Long-Term Execution Planning
   
• Compliance Sign-Off on Charts and Operational Readiness