The Dentist Freedom Blueprint Podcast

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.

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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:

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

Watch full length Interviews on video!

Watch full length interviews on David’s YouTube channel by going to Don’t forget to subscribe to David’s YouTube Channel for more content on maximizing your business, wealth, and creating a financial blueprint to reach your Freedom faster!

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P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.


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