Accounting for the DSO
You’re focused on scaling your enterprise. We provide the complete, institutional-grade finance department to support it. Get the strategic power of an expert CFO and a full accounting team, all for less than the cost and risk of hiring internally.
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Your Blueprint for Enterprise-Grade Finance
We deploy the sophisticated systems and high-level strategy your enterprise demands. We manage the complex financial infrastructure—from M&A support to multi-practice consolidation—so you can focus on high-level executive decisions and growth.
- Fractional CFO Strategic Leadership
- Manage Complex Multi-Site Consolidation
- Strengthen Internal Controls & Reduce Risk
- Deploy Cutting-Edge Accounting Tech
- Oversee M&A Due Diligence
- Maximize Your Enterprise Valuation
The Dental Enterprise Playbook
Focus on Scaling. We’ll Master Your Finances.
Your Outsourced Finance Department
We become your complete, institutional-grade finance team. You get expert CFO leadership and a full team to support them for less than the cost and risk of a single W-2 hire, all leveraging the most advanced, cutting-edge financial tech.
Your Dental Industry Insider
We are your shield in high-stakes capital and M&A negotiations. We navigate the complex world of PE, VC, and DSO attorneys, vet institutional partners, and help you structure equity to attract and retain top-tier clinical talent, all to protect your enterprise.
The Enterprise Value Roadmap
This is your strategic plan for a major exit. We provide the sophisticated financial modeling for M&A, build scalable systems for centralization, and manage your financials to relentlessly drive up your enterprise value for an institutional-level sale.
1
Initial Consultation & Goal Setting
It all starts with your vision. We listen to understand your unique definition of success, then we apply our expert strategies to create your secure, efficient path forward, making sure you sidestep common mistakes.
2
Comprehensive Enterprise Analysis
This is our 360-degree diagnostic. Our team audits your entire financial ecosystem—from tech stack and internal controls to P&L consolidation—to identify inefficiencies, risk exposure, and clear opportunities for enterprise-level optimization.
3
Customized CFO Strategy Development
We deliver your complete strategic roadmap. This is your high-level plan for M&A, centralization, tax optimization, and risk management, paired with the precise, efficient systems we will deploy to run your finance department flawlessly.
Why Dental Enterprises Choose Us
- Our team's expertise costs less than your one W-2 CFO.
- We eliminate your risk of key-person turnover.
- Our expertise in dental tech keeps you on the cutting edge.
- Our external controls significantly reduce your risk of fraud.
- We're accountants; you're a dentist and a leader. We keep you focused on your team and your patients.
Who We Serve
Proven Results Speak for Us
Ready to Build Your Wealth Strategy?
Care for your patients, forget about bookkeeping.
Frequently Asked Questions
How do I calculate my EBITDA?
EBITDA is your “Earnings Before Interest, Taxes, Depreciation, and Amortization.” But for a DSO, we go further to calculate Adjusted EBITDA. We add back one-time expenses, owner perks, and non-recurring legal fees to present the highest possible profitability number to banks and buyers.
Everyone talks about the "Second Bite of the Apple." How does that actually work?
It is the primary wealth-builder in a DSO sale. You sell a majority stake (e.g., 70%) to a Private Equity firm for cash today (First Bite), but you “roll” your remaining 30% equity into the new parent company. When that parent company sells again in 3-5 years, your 30% stake—now growing at a much higher valuation multiple—can often be worth more than your entire initial cash payout.Most DSOs start as LLCs taxed as S-Corps to avoid double taxation. However, if you plan to take Private Equity investment soon, a C-Corp might be required. We help you navigate this transition (QSBS stock) to ensure you don’t trigger a massive tax bill when you convert.
How do I handle "Associate Buy-Ins" without losing control?
We structure “Restricted Stock Units” or separate “HoldCo” entities. This allows associates to own a piece of the profit of their specific location (keeping them motivated) without giving them voting control over your entire group enterprise.
How do I finance rapid acquisitions without applying for a new loan every time?
We help you secure a “Guidance Line of Credit.” Unlike a standard loan, this is a committed facility (e.g., $5M or $10M) that allows you to draw down funds for new acquisitions immediately without going through full underwriting for each deal. This speed allows you to beat competitors to the closing table.