DSO or Stay Independent? | Thriving Dentist Expert Panel

DSO or Stay Independent? Dentists Who've Done Both Tell You the Truth

The DSO conversation is full of pitches and strong opinions, but very little honesty about what really happens after the ink dries. Dentists who've sold, stayed independent, or done both share the financial truths, lifestyle shifts, and decisions they wish they'd thought through sooner. If a DSO has reached out to you, don't miss this hour.

Format

Live Zoom Panel

Speakers

3 Expert Panelists

Duration

60 minutes

Cost

Complimentary

30Days

00Hours

00Minutes

00Seconds

Reserve Your Spot

Complimentary to attend. Replay sent to all registrants.

Panelist 01

Jeremy Prickel, CPA

CPA & Partner · Jones & Roth CPAs & Advisors

Jeremy is a Partner and firm leader at Jones & Roth, serving as a key member of the Dental and Healthcare teams. He has built a reputation across the Pacific Northwest as a valuable resource for dental clinics, medical practices, and their owners looking to make the most of their opportunity. Jeremy specializes in practice benchmarking, cash flow planning, business strategy, and tax planning, and is regularly invited to present specialized dental and healthcare accounting topics at industry conferences.

Panelist 02

Dr. Katherine Yale

General Dentist · PDS Health

Dr. Katherine Yale is a general dentist, innovation advocate, and emerging industry leader passionate about shaping the future of dentistry at the intersection of clinical care, technology, and business. As a member of the Class of 2025 and an associate dentist within a leading dental support organization, she has experienced firsthand the challenges and opportunities facing the next generation of clinicians. Her work focuses on helping organizations better understand emerging clinicians while driving the adoption of innovations that improve patient outcomes, provider experience, and practice performance.

Panelist 03

Mark William

Founding Partner · Strategix Transition Services

After completing his full-time MBA at the University of Calgary's Haskayne School of Business, Mark has successfully launched, built, and sold businesses across multiple industries. He has also provided professional practice management consulting for the past 20 years. His decades of high-level sales experience combined with a bachelor's degree in Organizational Behaviour equip him with keen insight into identifying each individual's root needs and the emotional process behind buying and selling decisions.

DSO or Stay Independent? Dentists Who've Done Both Tell You the Truth

Reserve Your Spot

Meet the Panelists

Jeremy Prickel, CPA

Dr. Katherine Yale

Mark William

What We'll Cover

The real reasons dentists sell to a DSO

Life after the sale: what actually changes day-to-day

The financial truth — multiples, earnouts, and what plays out vs. what's pitched

Why some are going back to independent — and how they're winning

The honest decision framework — should you sell, or shouldn't you?

One hour. The honest conversation about DSO offers you won't hear anywhere else.

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