In This Episode
In this episode of The Art of Dental Finance and Management,” Art is joined by Brannon Moncrief of McLerran & Associates to delve into the complexities of DSO transactions. Whether you’re contemplating a practice sale or simply curious about the intricacies of these deals, this conversation covers essential topics such as the tricks DSOs might try to pull and the importance of having a sell-side advisor at the table when navigating a sale.
Brannon and Art also discuss the current state of the private equity and DSO world, offering insights into what to expect when investing and transitioning in the dental space. Brannon shares how you can make the best decisions for your practice during exit — and avoid leaving millions on the table — by understanding your “why” and finding a buyer who aligns with your goals.
Show Notes & Resources
- DSO Transaction Resources
- Eide Bailly's Healthcare Services
- Decisions in Dentistry
- Academy of Dental CPAs
About the Host
Art Wiederman, CPA, Director of Dental Practices | Eide Bailly
Art specializes in serving dental practices. He oversees a variety of services including accounting, tax compliance and planning, financial planning, retirement planning, and financial practice management consulting. Art’s expertise is not only in taxation issues for dentists, but also in his knowledge of dental practice metrics and benchmarks. Art has the ability to look at a dentist’s statements and identify profit holes in their practice.
About the Guest
Brannon Moncrief, Principal, CEO | McLerran & Associates
Prior to joining McLerran & Associates, Brannon spent eight years as the Director of Dental Lending for a nationwide dental lender, where he gained in-depth knowledge of the business of dentistry and was involved with hundreds of dental practice transitions. Brannon’s unique combination of analytical and sales skills, in addition to his extensive experience in practice transitions, allows him to serve as a valuable advisor and resource to clients. Brannon lives in Austin, TX, with his wife and two daughters.
