The Pros and Cons of Partnering with a DSO (Dental Service Organization)

Dental Practice Optimization

Document
newsletter-title

Welcome to Dental Practice Optimization!

Trivia Question❓

Approximately what percentage of dental practices in the U.S. are affiliated with a Dental Service Organization (DSO)?

Answer at the bottom of the newsletter

The Pros and Cons of Partnering with a DSO (Dental Service Organization)

Deciding whether to partner with a Dental Service Organization (DSO) is a major choice for any dentist. DSOs offer support services like billing, marketing, and HR, allowing dentists to focus on patient care. But is it the right move for you?

The Benefits:
One of the biggest advantages of joining a DSO is financial stability. Many DSOs provide upfront capital, helping dentists reduce debt or invest in new technology. They also handle administrative tasks, allowing more time for clinical work and patient interactions. Additionally, DSOs leverage group purchasing power, reducing supply costs and overhead. For dentists nearing retirement, selling to a DSO can offer a clear exit strategy with a competitive buyout. Younger dentists may also find DSOs appealing for mentorship opportunities and structured career growth.

The Downsides:
However, partnering with a DSO often means relinquishing some control. Many DSOs impose treatment protocols, limiting clinical autonomy and personal decision-making. Compensation structures may change, shifting from ownership profits to a salary or production-based pay, which could impact long-term earnings. Some dentists also feel disconnected from operational decisions, leading to frustration over policy or staffing changes. Additionally, patient relationships may be affected if a DSO rebrands the practice or modifies the existing team.

Making the Right Choice
Before signing with a DSO, carefully review contract terms, understand compensation changes, and speak with other dentists in the network. While a DSO can provide stability and growth, independent ownership offers greater flexibility. The right choice depends on your career goals, financial needs, and personal preferences.

Discover how to grow your business with a podcast and turn warm & fuzzy feelings into cold, hard cash.

Grab a copy of the Amazon Best Seller HERE!

The 42-Year Wealth Secret: How the Ultra-Wealthy Protect Their Legacies Tax-Free

Did you know there’s a 42-year-old financial strategy that the wealthiest families use to preserve wealth, protect legacies, and transfer assets tax-free—without relying on the stock market?

  • Not a gimmick. Not high-risk. Not well-known.
  • Used by business owners & family offices for decades.
  • 99% of people have never heard of it—but you can learn it now.

Register HERE to join our FREE Virtual Lunch & Learn to discover:
  • How this strategy has worked for over 40 years.
  • Why it’s completely tax-free for your heirs.
  • How it fits into your current financial or business plan.
  • How to start without tying up your liquid assets.

Event Details
Date: Thursday, February 27th
Time: 11am-12pm Eastern
Location: Zoom

The first 25 registrants get lunch delivered!

Register HERE and secure your spot now to learn how to protect your wealth for generations.
The Cryptocurrency Stock Diversification Trust – Webinar Invite

Own crypto worth over $1M but don’t want to sell due to capital gains taxes?

What if you could sell, diversify, avoid capital gains taxes, and still receive lifetime income?

No, this is NOT a Charitable Remainder Trust.

Register HERE to join our virtual lunch & learn to discover how our unique, tax-exempt Cryptocurrency Diversification Trust lets you:
  • Sell appreciated crypto
  • Eliminate capital gains taxes
  • Reduce or eliminate estate taxes
  • Keep the full pre-tax proceeds working for you


Event Details:
Date: Thursday, February 27, 2025
Time: 2-3PM Eastern
Place: Zoom

The first 30 who register get a free lunch delivered!

Register HERE to learn how to unlock tax-free diversification.
Join us for this month’s Legacy Planning Lunch & Learn where we’ll explore how to use books, movies, and media to teach your family the values you want them to carry on.

Every person learns differently—some through movies, others through books, podcasts, or apps. We’ve curated top media picks to spark meaningful discussions and connect generations.

At this free session, you’ll discover:
  • How to use media to teach values
  • Top media recommendations for instilling wisdom, work ethic, and legacy

Event Details:
  • Date: Thursday, February 27, 2025
  • Time: 12-1PM Eastern
  • Place: Zoom

Lunch is provided for registered attendees!

Featuring Stan Miller, estate planning expert, best-selling author, and co-founder of Wealth Counsel.

Register HERE to reserve your spot!

💡 Answer to Trivia Question:

Around 19% of dental practices in the U.S. are affiliated with a DSO. While independent ownership remains the norm, DSO partnerships are becoming more common, particularly among newer dentists looking for financial and administrative support.