Dear Reader,

You’ve been told the big money’s in the sale. That moment you hand over the keys… Shake a few hands… Watch the funds hit your account…And just like that, you’re a multi-millionaire.

But what if we told you that wasn’t the whole story? That the real wealth — the kind that changes everything for you, your kids, and maybe even your grand kids — doesn’t come from that first wire transfer?

The biggest payday often comes after the deal is done. It’s called the second bite. And the dentists who understand how to set that up? They don’t just sell their practice. They build a legacy.

The True Story of Dr. L – From Dentist to Wealth Architect

Dr. L wasn’t desperate. He wasn’t burned out. He wasn’t dreaming of sailing off into the sunset. He was sharp. Strategic. And paying attention. He owned three practices in the Midwest. Each one was thriving — healthy margins, great teams, steady growth.

But he saw what others didn’t: The market was shifting. Private equity was heating up. Buyers were consolidating fast. And the dentists who moved early were getting premium deals.

So he reached out. Here’s what we helped him do:

• Sell 70% of his business for a healthy, multi-million-dollar payout
• Stay involved in the operations he loved
• Keep 30% ownership in the DSO’s broader platform

Three years later, that DSO recapitalized. New private equity stepped in. Valuations skyrocketed. And Dr. L’s minority stake? It turned into an additional $3.7 million. No late nights. No new risk. No extra work.Just smart positioning — and a deal structured for wealth, not just income.

The Wealthy Don’t Sell Once — They Sell Twice

Imagine this…You sell 70% of your practice and take home enough to pay off your house, fund your kids’ college, and finally take that month-long trip to Italy.
But you still own a piece of the larger game.

And when that larger game levels up? You don’t just watch from the sidelines. You participate in the upside. That’s what the second bite is all about:

• You get liquidity now — real money, real freedom
• You keep equity for later — wealth without management headaches
• You still practice if you want — on your terms, with fewer burdens
• You win twice — once today, once in the future

But Here’s the Catch… Not every deal is built for this.

Some DSOs don’t recapitalize. Some don’t allow you to retain equity. Some structure your post-sale role like a job — not a partnership. We’ve seen dentists walk away from the negotiation table thinking they “won”… Only to find out later they left millions on it.

Because the LOI looked good — but the deal wasn’t designed for legacy.

This is why you don’t go it alone. This is why you don’t just hire a broker and hope for the best. You need someone in your corner who knows how these deals are built — and how to build one that pays you twice.

Picture This...

It’s five years after you sell. You’re working three days a week, if at all. You’re not stressing over payroll, hiring, or dental insurance. You’re spending real time with your family — not just trying to squeeze in a weekend. And one morning, you check your account and see a wire transfer from your second bite.

It’s more than your house is worth. More than you made in your highest-producing year. And you didn’t have to drill a single tooth for it. That’s not luck. That’s strategy. That’s what happens when you think like a business owner — not just a clinician.

Let’s Build Your Wealth Strategy

You don’t need to sell tomorrow. But if you’re even thinking about it — now, or five years from now — you need to understand what kind of second bite is possible.

Let us help you:

• Identify buyers who are recap-focused
• Structure your deal for both today and tomorrow
• Retain equity in a way that works for you
• Understand how to build wealth without burning out

Because the smartest dentists don’t just sell once. They position themselves to win again — and again — with every decision they make.

To your unstoppable success,

Your Team at Everything DSO