We Helped Create a Buyer for this Orthodontist in California

The Challenge

A fifty year old doctor had an amazing practice and was looking for a partnership. The five office practice had long term associates and a 20% annual growth rate, even during COVID. We did not like the offers we were achieving for him – the practice could be worth a lot more to the right buyer.

The Solution

We searched the market and found four other orthodontists in the region who were also interested in an IDSO partnership. Then we reached out to a Private Equity firm with previous Dental IDSO experience and convinced them to use these clients as the platform for a new Dental Trifecta in three states. Doctors all achieved values of 25% above what they were worth individually.