Sample Deliverable
Illustrative Redacted DSO Offer Scorecard
A realistic example of how the $497 screen organizes headline economics, operating terms, and questions for professional advisors.
Illustrative only — not a client result. The seller, buyer, numbers, ratings, and observations below are fictional and are shown only to demonstrate format and scope. This is educational/operator-side review, not legal, tax, valuation, investment, or brokerage advice.
Example General Dentistry Seller
Buyer: [REDACTED REGIONAL DSO] · Stage: illustrative LOI review · Deadline: [REDACTED]
Cash at closeClarify headline value is clear; working-capital and debt adjustments are not
Rollover equityMaterial risk percentage stated; entity, rights, dilution, and liquidity path are unspecified
Earnout / holdbackClarify target exists; measurement rules and buyer-controlled variables need definition
Employment and autonomyClarify term and schedule appear; staffing, vendors, clinical policies, and termination rights need detail
Non-competeMaterial risk radius, duration, carve-outs, and treatment of future locations need counsel review
Illustrative operator-side observations
- Economics: separate the headline price from estimated cash at close after debt, transaction expenses, working-capital adjustments, escrows, and holdbacks.
- Rollover: ask what security is received, what rights attach to it, how future dilution works, and what event may create liquidity.
- Earnout: define the metric, accounting source, measurement window, dispute process, and which decisions remain under seller control.
- Employment: compare production expectations, schedule, compensation, benefits, termination rights, and decision authority with the seller's actual operating plan.
Questions to take to counsel and CPA
- What is the modeled cash-at-close bridge under the exact debt, tax, escrow, and working-capital assumptions?
- What legal rights and transfer restrictions attach to the rollover security?
- Can buyer-controlled staffing, scheduling, coding, vendor, or marketing decisions affect the earnout?
- What happens to compensation, equity, and restrictive covenants after termination without cause or disability?
- Which terms must be resolved before exclusivity or the signing deadline?
Confidentiality boundary: No patient records or PHI are needed. Do not send unredacted LOIs, APAs, or confidential attachments through a public form. A real order begins with headline terms; document handoff instructions follow only after payment verification.
Next step
Use this format on your own offer
The Express Scorecard is a concise first screen. It identifies the terms that deserve clarification and the questions to take to your attorney and CPA; it does not negotiate, value, or provide legal or tax advice.