Webinar: Unpacking DSO Affiliations - Calculating EBITDA, Practice Valuations & Deal Structures by McLerran & Associates

Unpacking DSO Affiliations - Calculating EBITDA, Practice Valuations & Deal Structures

About

The dental industry has experienced an unbelievable amount of consolidation by private equity backed DSOs over the past 10 years. As the practice transition landscape evolves, it is imperative for practice owners to understand their options and the factors that impact practice value. In this live webinar, we’ll discuss the evolution of the DSO landscape, current market conditions, how to evaluate if pursuing a DSO affiliation is the right move for your practice, and the keys to maximizing your outcome in a DSO sale.

When

Wednesday, June 24, 2026 · 7:00 p.m. EDT (UTC -4:00)

Agenda

Dental Industry Trends & Current Market Conditions
Understanding EBITDA & The Key Metrics that Impact Marketability & Practice Value
Private Buyer Sale VS. DSO Affiliation – Pros & Cons
Overview of DSO Deal Structures
Top Mistakes Practice Owners Make When Pursuing a DSO Affiliation
Live Q&A Session

Presenters

Brannon Moncrief

CEO - McLerran & Associates

Brannon has over 20 years of dental industry experience as a banker and sell-side advisor and been involved in the sale of over 1,000 dental practices across the country. McLerran & Associates is the premier sell-side advisor for large practice owners seeking a DSO affiliation or private equity partner. McLerran & Associates’ proven DSO affiliation process is designed to provide dentists and specialists with the information, optionality, and leverage necessary to make informed decisions, find the right DSO or Private Equity partner for their practice, and maximize their outcome from the sale.

Kelly Schwartz

Founder

Kelly founded Schwartz Consulting Group in 1993 and since then has coached over 300 offices in 26 states. Kelly’s desire for Schwartz Consulting Group, Inc. is to offer an exclusive approach with each dental office that maintains accessibility, availability, and creates an individual, personal relationship with each doctor and staff member. This is achieved by developing a customized training program for each dental office in which they increase profitability, reduce stress, and improve systems by establishing a strong sense of teamwork through goal setting, and accountability. Their goal is to develop a customized training program at their pace and to introduce ideas and concepts that have been proven to maximize the potential of any dental practice.

Logan Schwartz

CFO

Logan's primary focus with Schwartz Consulting Group is to help our clients achieve financial security by offering creative and insightful financial solutions. He presents significant savings that translate into the next step of financial freedom. His experience and knowledge are invaluable to Schwartz Consulting Group and our clients alike.

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