Partners
Advisor resources for DSO offer reviews
Independent educational review resources for dental CPAs, transaction attorneys, lenders, and advisors whose clients are evaluating DSO offers or LOIs.
Who this is for
- Dental transaction attorneys who want clients to understand operator-side questions before markup rounds
- Dental attorneys who want clients to understand deal structure before markup rounds
- Dental CPAs who want cleaner seller-side expectations around cash at close and rollover risk
Tracked links
Use your partner code in the URL
Add ?ref=your-code to any entry page. The code persists through the checklist, free review, scorecard checkout, and flagship Red-Flag Review checkout.
https://dsocompare.com/red-flags/?ref=smithcpahttps://dsocompare.com/free-review/?ref=smithcpahttps://dsocompare.com/dso-offer-review/?ref=smithcpa
Partner refs are stored in lead metadata and Stripe checkout metadata for scorecard and flagship review orders.
Recommended flow
Best order for introductions
- Cold or early seller: send the checklist
- Send this when a seller forwards an LOI or deadline-sensitive DSO email: use the structured free review intake so advisor-introduced demand is captured before documents move around inboxes
- If your client already has a signed LOI or buyer deadline, skip the checklist and send the paid Red-Flag Review link.
Contact
Need a custom code or handoff process?
Email sbevans4@hotmail.com with your firm name and the referral code you want to use.