Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services

Fr318 - Understanding Private Equity Offers: Sorting Through the Truth, Lies, Opportunities and Threats
Date/Time: 3/17/2023   9 - 11 a.m.
Type: General   Handouts: Speaker bringing
Dentist Fee: $0.00  Other Fee: $0.00
Audience: Dentists

New industry trends, inflation, rising interest rates and tax policy changes are dramatically impacting the business of dentistry; coupled with the increase in private equity offers, there’s a lot being thrown at dental practice owners. You must decide how to maximize the largest asset you own—your practice. During times of uncertainty and opportunity, it’s more important than ever to have a financial plan that can guide you toward your goals. This session discusses how valuations and transitions can impact your long-term financial plan.  Participants will receive a thorough outline of data points to analyze when contemplating a private equity offer. By understanding the true value of a dental practice, they will walk away equipped to look at offers skeptically and gain realistic expectations of a practice transition.