Independent Offer Review

DSO Offer Red-Flag Review for Dentists

Before you sign a DSO offer or LOI, know what the headline multiple does not tell you.

Prepared by Dr. Blane Jackson, DDS/MBA · Practicing dentist and multi-practice owner/operator · Updated May 2026

Important: This is an educational, operator-side review designed to help you ask better questions. It is not legal, tax, valuation, investment, or brokerage advice and does not replace your attorney, CPA, or transaction advisor.

Who this is for

  • You have received a written DSO offer or LOI.
  • You are comparing multiple DSOs or private equity-backed buyers.
  • You are being asked to sign quickly or enter exclusivity.
  • You are unsure how rollover equity, earnouts, employment terms, or non-competes affect the real deal.
  • You want practical seller-side questions to bring back to counsel and CPA.

Review tiers

Early offer

Express Scorecard

$497

1-2 page screen for verbal offers, early LOIs, or sellers deciding whether deeper review is warranted.

Ordering paused

Flagship

Red-Flag Review

$1,500

Written red-flag report with risk scoring, missing questions, and attorney/CPA discussion points.

Ordering paused

Two or more offers

Multi-Offer Comparison

$2,500

Illustrative service scope: a side-by-side written comparison of up to three offers, including contractual amounts, term differences, unknowns, and questions for your attorney and CPA. No delivery timing is offered while ordering is paused.

Ordering paused

Ordering is paused until secure confidential-document intake is implemented and verified. Do not email LOIs, APAs, offer PDFs, patient information, or PHI.

Final stage

Negotiation Prep

$3,500

Full review plus an educational preparation memo and call for signing deadlines or high-stakes terms. This is not negotiation representation.

Ordering paused

What we review

Economic termsHeadline multiple, EBITDA basis, addbacks, working capital, debt, capex.
Cash at closeGuaranteed cash, escrow, holdback, deferred payment, seller note.
Rollover equityEntity, governance, dilution, liquidity path, recap assumptions.
EarnoutsMetrics, duration, seller control, exclusions, dispute process.
EmploymentTerm, compensation, schedule, production duties, termination rights.
Restrictive covenantsNon-compete radius/duration, specialty scope, non-solicit, future ownership limits.

Sample deliverable

What your report includes

  • Executive deal summary and missing-information list.
  • Risk scorecard across cash, rollover, earnout, employment, autonomy, non-compete, and buyer-specific concerns.
  • Top red flags to clarify before signing.
  • Questions to ask the buyer.
  • Questions to take to your attorney and CPA.
  • Suggested negotiation or clarification topics.

Intake status

Secure confidential-document intake is temporarily paused

Checkout is disabled while DSOCompare implements and verifies an approved confidential-document transfer route. No order can be placed while intake is paused, no new payment should be made, and no service clock starts.

Do not email LOIs, APAs, offer PDFs, patient information, or PHI. You may email only to ask when secure intake will reopen; do not include transaction terms or attachments.

Request review

Submit the transaction basics

This page describes the transaction basics normally used for the $1,500 Red-Flag Review, $2,500 Multi-Offer Comparison, or $3,500 Negotiation Prep package. Submission and checkout are disabled until secure confidential-document intake is operational.

Read the Privacy and Data Handling notice before entering transaction details. For privacy, checkout details are not saved in this browser. Follow-up for this request is by email only.

Need an availability update? You may open an email containing only a request to be notified when secure intake reopens. Do not include offer terms or attach documents.
Ask for reopening notice

Do not email LOIs, APAs, offer PDFs, patient information, PHI, or confidential transaction details.

Payment Verified

Offer review payment verified

Do not email LOIs, APAs, offer PDFs, patient information, or PHI. If you completed payment before intake was paused, email only your checkout email and Stripe receipt identifier so support can reconcile the order without receiving transaction materials.

Download checklistRead offer guide

Checkout Paused

Checkout was canceled before payment

Checkout is disabled while secure intake is paused. Do not send transaction terms or documents by email.

Ask for reopening noticeView Express Scorecard scope

Educational only. This site reflects general industry information and the author's personal experience as a practicing dentist and multi-practice owner/operator. It is not legal, tax, or financial advice. Every transaction is unique — engage a CPA, attorney, and qualified advisor familiar with your jurisdiction before acting on any guidance here. We have no DSO, broker, or buyer-side fee unless explicitly disclosed on the relevant page.