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Roll the Equity or Take the Cash and Walk Away? (E.38)
Mark Haddad, Endodontist and Co-founder of Specialty1 Partners and ScoutIQ, pulls back the curtain on what private equity actually wants — and why most dentists walk into a deal completely unprepared. At the heart of every PE transaction is one defining decision: do you take the cash and walk away, or do you roll your equity and bet on a bigger payday down the road? If you've ever thought about selling your practice or scaling with PE backing, this episode will change how you think about both paths — and help you figure out which one is right for you
Option A
Cash out
Full liquidity at close. Best for founders nearing retirement or those who want a clean exit. You walk away with 100% of the agreed value — no strings, no risk, no upside.
Option B
Roll the equity
Take partial cash now, convert the rest into ownership of the larger DSO. If the group grows, your stake multiplies. Mark calls it "the second bite of the apple" — and it's how younger founders build serious long-term wealth.
Key Revelations:
What Every Dental Founder Needs to Know Before Selling
💡 The "Ask Dallin" Question:
"What factors should I consider when choosing a practice management software?"
Dallin's answer: Two things outrank every other feature — scalability (can it standardize across multiple locations?) and data access (can you actually get to your own data?). Cloud-based PMS platforms tend to win on both. Everything else — user friendliness, features, cost — matters less if you're building toward a group practice.
Top 3 Episodes of The Dental Truth Project. Listen Now!
Got a burning question about dental finance?
Submit your question, and it could be featured in a future episode.
Ask Ken Form: https://resources.accrudent.com/ask-ken-form-the-dental-truth-project
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By The Dental Truth ProjectMark Haddad, Endodontist and Co-founder of Specialty1 Partners and ScoutIQ, pulls back the curtain on what private equity actually wants — and why most dentists walk into a deal completely unprepared. At the heart of every PE transaction is one defining decision: do you take the cash and walk away, or do you roll your equity and bet on a bigger payday down the road? If you've ever thought about selling your practice or scaling with PE backing, this episode will change how you think about both paths — and help you figure out which one is right for you
Option A
Cash out
Full liquidity at close. Best for founders nearing retirement or those who want a clean exit. You walk away with 100% of the agreed value — no strings, no risk, no upside.
Option B
Roll the equity
Take partial cash now, convert the rest into ownership of the larger DSO. If the group grows, your stake multiplies. Mark calls it "the second bite of the apple" — and it's how younger founders build serious long-term wealth.
Key Revelations:
What Every Dental Founder Needs to Know Before Selling
💡 The "Ask Dallin" Question:
"What factors should I consider when choosing a practice management software?"
Dallin's answer: Two things outrank every other feature — scalability (can it standardize across multiple locations?) and data access (can you actually get to your own data?). Cloud-based PMS platforms tend to win on both. Everything else — user friendliness, features, cost — matters less if you're building toward a group practice.
Top 3 Episodes of The Dental Truth Project. Listen Now!
Got a burning question about dental finance?
Submit your question, and it could be featured in a future episode.
Ask Ken Form: https://resources.accrudent.com/ask-ken-form-the-dental-truth-project