Rob and Paul host Jason Deshayes, CPA, a seasoned certified public accountant with more than 17 years of experience providing tax, accounting, and consulting services to individuals, dental and medical practices and closely-held businesses. Jason works for the accounting firm Elliot Davis and is the leader of the firm’s Accounting Advisory Team in their Raleigh office and is also a leader within the firm's Dental Practice Group.

In this episode, Rob and Paul chat with Jason about best practices and pitfalls with due diligence for a dental practice acquisition: the importance of early engagement with dental-focused advisors, analyzing cash flow, establishing expectations and knowing the parties and understanding the make-up of the practice that’s being sold. Every deal is different and there is no “standard treatment plan” when it comes to conducting due diligence!

Listeners who want to learn more about Jason Deshayes and Elliott Davis’ practice can visit https://www.elliottdavis.com/professionals/jason-deshayes/ or they can email Jason at [email protected].

Listeners who want to reach out to Paul can do so at [email protected] and those who want to reach out to Rob can do so Rob at [email protected].