Guests: 
🔹 Allison Hale, Practice Consultant and COO, Parks Orthodontics
🔹 Ty Ramsey, Mergers & Acquisitions Advisor, Professional Transition Strategies

📌 Episode Overview:
In this episode of the Orthodontic Products Podcast, host Alison Werner talks with two guests who bring different but complementary perspectives on OSO and DSO partnerships. Allison Hale offers the practice owner’s inside view, sharing how she and her sister navigated the process of affiliating Parks Orthodontics with an OSO—what drove the decision, how they evaluated options, and what changed once the deal was finalized. Ty Ramsey provides the advisor’s perspective, drawing on his experience guiding doctors through valuations, due diligence, and competitive bidding to maximize outcomes.

Together, Hale and Ramsey explain what orthodontists need to know before exploring OSO or DSO partnerships, from protecting culture and preserving legacy to understanding growth levers, timelines, and financial impact.

⏱️ Chapters
01:22 Why Parks Orthodontics pursued an OSO partnership
02:37 What PTS does and how the process works
03:35 OSO vs DSO definitions, models, and misconceptions
07:48 Market landscape, private equity, and valuations
13:33 Preserving legacy and culture in partnerships
18:14 Preparing for a transition KPIs, advisors, and due diligence
24:39 Evaluating offers and choosing the right fit
29:03 Day-one changes HR and accounts payable
33:18 Exploring DSO options and practice growth
37:30 Timing the market and trailing 12 months
41:57 Post-affiliation growth levers and planning ahead
48:25 Why mid-career orthodontists may benefit most
51:36 Final advice from Hale and Ramsey
55:02 Typical timelines from valuation to close

✅ Key Takeaways:
🔹 Hear directly from a practice owner who completed an OSO partnership and an advisor who helps doctors evaluate and close deals.
🔹 OSOs and DSOs differ widely—understanding activist vs aggregationist models is essential.
🔹 Planning early, tracking KPIs, and setting non-negotiables protects both culture and value.
🔹 Post-affiliation, practices often see growth through improved pricing, overhead reduction, and new operational support.
🔹 Mid-career orthodontists may be in the strongest position to benefit, with legacy and long-term upside both in play.

👤 Guest Bios:
Allison Hale is COO at Parks Orthodontics in Yorktown, Va, where she helped lead the practice’s OSO partnership. She also consults with orthodontic practices to streamline operations and prepare for growth or transition.

Ty Ramsey is a mergers and acquisitions advisor with Professional Transition Strategies, where he helps orthodontists and other dental specialists evaluate OSO and DSO partnerships and navigate the transition process.

🔗 Links: 
🔹 Parks Orthodontics: https://www.parksorthodontics.com/
🔹 Professional Transition Strategies: https://professionaltransition.com/

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