You Got an Unsolicited DSO Offer. The First Five Things to Do - dental practice office scene

An owner forwarded me an email chain last year. Three messages long, top to bottom. The first was the approach. Friendly, complimentary, signed by someone in “partnerships.” The second was his reply. Somewhere in the middle of a perfectly polite paragraph he had written a number. Everything that happened over the next four months happened…

Read More
A woman veterinarian in her early fifties in business-casual kneeling at an open filing drawer in a practice…

Key takeaways Build one master inventory. Every record needs a file name, date, source, owner, reconciliation target, open exception, version, and access tier. Collect, verify, then share. A record belongs in the internal register before any approved version enters a buyer-facing folder. Missing is a status, not a secret. Expired, unsigned, disputed, or inconsistent records…

Read More
A woman veterinarian in her fifties in business-casual at an office desk in the evening, looking DOWN at a printed…

Key takeaways JAB is the ultimate owner. NVA is the operating company, and published records describe JAB as a privately held investment group controlled by the Reimann family. NVA and Ethos are distinct platforms. The 2023 separation placed general-practice operations with NVA and specialty-and-emergency operations with Ethos, while both remained connected to JAB. The contract…

Read More