Speaker Information

Mr. Charles Loretto
Frisco, TX
Financial Services
Registration opens
December 9th


  • Partner and Investment Advisor, Cain Watters and Associates
  • Founder, National Dental Placements (NDP)

Th7005 - Maximizing Multiples: Is a Private Equity or DSO Transition Right for You?
Date/Time: 3/12/2026   12 - 3 p.m.
Type: Lectures
Dentist Fee: $0.00  Other Fee: $0.00
Audience: Dentists
Credits: 3.00

The rise of private equity and DSO offers has reshaped dentistry, creating both opportunities and challenges for practice owners considering a sale. This session will compare private practice and DSO valuations, focusing on valuation metrics, tax implications and post-closing cash flow. Objectives include understanding market trends and what DSOs seek, learning how to calculate EBITDA, and identifying strategies to evaluate, negotiate and align offers with your personal and professional goals.