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.

Start express scorecard

Flagship

Red-Flag Review

$1,500

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

Request review

Two or more offers

Multi-Offer Comparison

$2,500

Side-by-side written comparison of up to three offers, including contractual amounts, term differences, unknowns, and questions for your attorney and CPA. Delivered within four business days after cleared payment and complete secure intake.

Request comparison

Fit and scope are confirmed before invoicing. Do not email LOIs, APAs, offer PDFs, patient information, or PHI; secure-transfer instructions follow separately.

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.

Request prep

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.

Fulfillment timeline

What to send after payment

Delivered within 3 business days after a complete materials email. Send: LOI, APA, offer PDF, exhibits you have, deadline notes, and checkout email.

If materials are incomplete, we will reply with the missing-information list before starting the clock. This keeps the paid review scoped to the actual documents and avoids pretending to review terms we have not received.

Request review

Submit the transaction basics

This structured intake records the transaction basics before checkout for the $1,500 Red-Flag Review, $2,500 Multi-Offer Comparison, or $3,500 Negotiation Prep package. Do not transfer offer documents here; secure handoff follows separately.

Stripe down or prefer invoice? Use the same intake details to request a manual invoice instead, so a qualified seller with an active LOI is not lost if checkout fails.
Request manual invoice instead

If you have the LOI or offer PDF, the confirmation step will ask you to send it securely using the same email address.

Payment Verified

Offer review payment verified

Send the LOI, APA, DSO offer PDF, and any deadline notes using the same email from checkout so the paid review can be matched quickly.

Email my review materialsDownload checklistRead offer guide

Checkout Paused

Checkout was canceled before payment

Your transaction details can stay in the form above. If you are still evaluating a live LOI or signing deadline, restart secure checkout when ready or email for a manual invoice.

Request manual invoiceUse Express Scorecard instead

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.