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Course: Understanding Private Equity Offers: Sorting Through the Truth, Lies, Opportunities and Threats - Hinman.org

Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services

Th306 - Understanding Private Equity Offers: Sorting Through the Truth, Lies, Opportunities and Threats
Date/Time: 3/17/2022   9:00 AM - 11:00 AM
Type: General   Handouts: Speaker bringing
Dentist Fee: $0.00  Other Fee: $0.00
Audience: Dentists
Keyword(s):
Finance
Practice Management
Practice Transitions

2020 was a volatile year, making it more important than ever to have a financial plan that can meet your goals as a dental business owner. Industry trends are dramatically impacting the current orthodontic market, and with private equity offers more prevalent, owners must decide how to maximize the largest asset you typically own—your practice. Mr. Loretto will discuss how valuations and transitions can impact your long-term financial plan. Participants will receive a thorough outline of considerations to analyze the value of the practice, and the new set of expectations when transitioning. 

Learning objectives:

• Understand how private equity or a DSO values your EBITDA as the owner of a dental practice.

• Create a personal and business financial plan that will position your practice to maximize it’s value when the time is right.