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Writer's pictureDr Allen Nazeri DDS MBA

How to Prepare Your Practice for DSO Buyers: Strategies for a Successful Sale


DSO buyers interviewing Sellers PRIME exists M&A
How to Prepare Your Practice for DSO Buyers by Dr. Allen Nazeri DDS MBA

As the dental industry evolves, DSO buyers (Dental Service Organizations) have become increasingly prominent in acquiring dental practices. If you're preparing to sell your practice, understanding how to engage with DSO buyers is critical to securing the best deal. In this article, we’ll explore the key strategies to help you present your dental practice effectively and ensure a smooth, successful transaction with DSO buyers.


Set the Stage for Success When Engaging with DSO Buyers


When preparing for meetings with DSO buyers, first impressions are essential. Ensure that you conduct these conversations in a quiet, professional environment. Just as important is keeping your video on during the meeting. Video helps DSO buyers connect with you on a personal level, allowing them to understand your passion for your practice and the team you’ve built.

For DSO buyers, trust is key. They are not only investing financially in your practice but also looking for long-term growth potential. By presenting yourself in a professional, focused manner, you give buyers confidence in the transaction from the outset.


Key Point: A professional setting and a personal connection are critical when engaging with DSO buyers to build trust and credibility.


Managing Ego and Active Listening During Meetings with DSO Buyers


It’s natural to take great pride in the dental practice you’ve built. However, when engaging with DSO buyers, it’s important to keep your ego in check. While you should be confident in your achievements, being overly protective or egoistic about your practice can create friction during negotiations.

DSO buyers are sophisticated investors who have experience working with successful dentists. They’re looking to write substantial checks for well-run practices, so it’s crucial to respect their knowledge while engaging in active listening. Ask thoughtful questions and show that you’re open to collaboration rather than dominating the conversation.


Key Point: Keep your ego in check and engage in active listening during meetings with DSO buyers. This builds a stronger rapport and fosters trust.


Transparency with DSO Buyers: Striking the Right Balance


Transparency is vital when working with DSO buyers, but it’s important to strike a balance. While being honest is essential, it’s equally important not to focus too heavily on any challenges your practice may face, as this could negatively impact how buyers perceive its value.

Instead, focus on how you’ve managed these challenges and present them as opportunities for future growth. For example, if your practice has operational inefficiencies, explain how a DSO buyer with their resources and expertise could address those and unlock new potential. Full transparency builds trust, but make sure you present challenges as areas for improvement rather than weaknesses.


Key Point: Be transparent with DSO buyers, but focus on how challenges can be turned into growth opportunities.


Frame Your Dental Practice as an Opportunity for Growth


When presenting your practice to DSO buyers, avoid framing your business as too difficult or challenging to manage. Phrases like “this industry is tough” can discourage buyers from moving forward.

Instead, emphasize the strengths of your practice, such as its loyal patient base, talented staff, and potential for expansion. DSO buyers are looking for practices with growth potential, and positioning your practice as an attractive investment opportunity can encourage them to move forward with confidence.


Key Point: During discussions with DSO buyers, position your practice as a valuable opportunity rather than emphasizing challenges.


Motivation Doesn't Mean Desperation: How to Present Yourself to DSO Buyers


Many dentists fear that showing motivation to sell will come across as desperation. When engaging with DSO buyers, it’s important to understand that being motivated does not mean you’re desperate. In fact, being motivated shows that you care about the future of your practice and want to see it continue to succeed under new ownership.

Communicate to DSO buyers that your motivation stems from wanting to preserve the legacy of your practice, ensure your team’s growth, and maintain high-quality patient care. This approach positions you as a thoughtful, committed seller, not someone looking for a quick exit.


Key Point: Show motivation when meeting with DSO buyers—not out of desperation, but because you care about the future of your practice.


Flexibility in Deal Structures with DSO Buyers


One of the most important aspects of engaging with DSO buyers is discussing deal structures. While you may have a preference for an all-cash deal, showing flexibility can open the door to more offers and better opportunities.

DSO buyers often come with a range of deal structures, including earnouts, partnerships, or equity roll-back options. By being flexible, you demonstrate that you are open to different ways of structuring the deal, which can result in better terms for both parties. Rigidity in deal expectations can raise red flags, leading buyers to question why you’re not more open to negotiation.


Key Point: Show flexibility during negotiations with DSO buyers to encourage more offers and demonstrate that you’re open to creative deal structures.


The Importance of Coaching and Guidance When Engaging with DSO Buyers


When preparing to meet with DSO buyers, it’s essential to lean on the expertise of your M&A advisor. At PRIME Exits and American Healthcare Capital, we’ve successfully closed over $7.5 billion in transactions over the past 35 years, making us the largest and most experienced healthcare M&A firm for lower to middle-market companies.

Your M&A advisor can provide invaluable coaching on how to improve your conversations with DSO buyers, guiding you on how to present your practice in the best possible light. By seeking out this guidance and being proactive in refining your approach, you can ensure that you maximize the value of your practice during negotiations.


Key Point: Leverage the experience of your M&A advisor when engaging with DSO buyers to refine your approach and maximize the deal's value.


Managing Meeting Requests with DSO Buyers


As interest in your dental practice grows, you may receive multiple meeting requests from DSO buyers. It’s crucial to manage your schedule effectively and communicate with your M&A advisor about which meetings you’d like to prioritize over the next 30 days.

Efficient time management allows you to focus on the most promising prospects while ensuring that you maintain momentum throughout the negotiation process. Keeping your advisor in the loop ensures that every opportunity is maximized.


Key Point: Keep your advisor informed when managing meeting requests from DSO buyers to ensure you prioritize the right opportunities.


Final Thoughts on Working with DSO Buyers

Engaging with DSO buyers requires preparation, flexibility, and a strategic approach. By presenting your practice as an opportunity for growth, showing motivation without desperation, and being open to various deal structures, you’ll increase the likelihood of securing the best possible offer.

At PRIME Exits and American Healthcare Capital, we have the expertise to guide you through every step of the process. With over $7.5 billion in successful healthcate transactions and over $600M in just selling dental companies in the history of our company we know how to position your dental practice effectively for DSO buyers and ensure you achieve a premium sale that preserves your legacy.


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