Webinar: Private Buyer vs. DSO Decision & Optimizing Your Future Practice Transition Strategy by McLerran & Associates

Private Buyer vs. DSO Decision & Optimizing Your Future Practice Transition Strategy

About

Most practice owners transact once, and the two most common paths to that transition look nothing alike. A private buyer sale and a DSO affiliation value your practice on different terms, carry different deal structures, and ask very different things of you after closing. Neither is universally better; what matters is which one fits the practice you have built and the future you want. In this webinar, we’ll take a candid look at how each type of buyer evaluates a practice, how today's market is shaping offers and deal terms, and the honest tradeoffs on both sides, including the ones sellers tend to discover only after signing. You will leave with a clearer sense of where your practice fits and how to position yourself well before you ever go to market.

When

Wednesday, November 4, 2026 · 8:00 p.m. EST (UTC -5:00)

Agenda

Dental Industry Trends & Current Market Conditions
Private Buyer Sale VS. DSO Affiliation – Pros & Cons
Understanding EBITDA & The Key Metrics Impacting Practice Marketability/Value
Top Mistakes Practice Owners Make When Selling
Important Tax Considerations Every Owner Should Prepare For
Live Q&A Session

Presenters

Andrew Kobylski, CFP®

Director, M&A

During his tenure at McLerran & Associates, Andrew has successfully facilitated numerous dental practice transitions in both the Doctor-to-Doctor and DSO marketplaces. As one of the firm’s Directors, he is responsible for providing dental practice valuation and transition advisory services for clients located across the country. Prior to joining the firm, Andrew worked as a healthcare-focused wealth advisor where he helped dental professionals and practice owners around the country achieve their financial goals through succession, tax, and estate planning. Andrew's advanced expertise allows him to seamlessly integrate and advise our clients on the personal, professional, and financial aspects of their business.

Chris Cuadros, CPA, MPA

CEO/Founder

Chris Cuadros is the owner and head CPA of Crossroads. He began Crossroads in 2008 specifically for dentists and has expanded the practice to include other private health care practices. Chris is originally from Louisville, Kentucky and is a graduate of Hanover College. He earned his Masters in Taxation from Indiana University Kelley School of Business.

Chris is married, has three children and lives in the Indianapolis area. He enjoys being with his family, cycling and supporting his kid’s sports passions.

Jason Hite

Director of Business Development

Jason Hite started working with Crossroads in 2022 as Director of Business Development and is a graduate of Drury University.

Jason is married with three boys and lives in the Indianapolis area. He and his family enjoy traveling, making memories and cheering for the KC Chiefs and KC Royals.

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