Is This the Time to Sell or Not? – Brannon Moncrief: Ep #477

Brannon Moncrief, CEO of McLerran & Associates and expert in DSO transactions, is back for another episode. Today he sheds light on how he helps doctors who want to sell and how his work is similar to what Freedom Founders does in the real estate marketplace. We’ll discuss how what’s happening in the markets plays into both investing and practice sales.

Listen in to hear Brannon’s insight into the current DSO and private equity situations, as well as what to look out for in the coming months. He also walks us through how he advises his clients looking to sell and how to do the best possible due diligence to make the right decision. Whether you’re considering selling your practice or simply hoping to become a better overall investor, this episode is for you.

Minute Markers:

2:33 – What Brannon does to help practice owners.
4:32 – What’s changed in the last year when it comes to the private market—and what that means for us.
8:45 – Why DSOs have tripled post-COVID.
11:52 – Why many DSOs have paused buying.
15:24 – How Brannon is advising his clients who are currently considering a practice sale.
18:47 – The dangers of bad advice and the importance of knowing your ‘why’ before going to market.
23:59 – The market for private buyers vs. DSO.
25:02 – What you need to do to prepare for a sale.

Featured on the Show:

Brannon Moncrief: Website | LinkedIn

#brannonmoncrief #demand #dso #investing #markets #postpandemic #practicesales #valuations

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Power Concepts:

All DSOs still talk as if they’re healthy and they’re buying. The reality is that we know who is and who isn’t buying, so diligence is critical in this environment. – Brannon Moncrief

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DSO 4.0 is a more palatable transition option for practice owners than DSO 1.0 version was. – Brannon Moncrief