{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Orthodontic Products Podcast","title":"Inside OSO/DSO Partnerships: Growth, Timelines, and Valuations","html":"","width":"100%","height":180,"duration":3503,"description":"Guests: \n🔹 Allison Hale, Practice Consultant and COO, Parks Orthodontics\n🔹 Ty Ramsey, Mergers & Acquisitions Advisor, Professional Transition Strategies\n📌 Episode Overview:\nIn 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.\nTogether, 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.\n⏱️ Chapters\n01:22 Why Parks Orthodontics pursued an OSO partnership\n02:37 What PTS does and how the process works\n03:35 OSO vs DSO definitions, models, and misconceptions\n07:48 Market landscape, private equity, and valuations\n13:33 Preserving legacy and culture in partnerships\n18:14 Preparing for a transition KPIs, advisors, and due diligence\n24:39 Evaluating offers and choosing the right fit\n29:03 Day-one changes HR and accounts payable\n33:18 Exploring DSO options and practice growth\n37:30 Timing the market and trailing 12 months\n41:57 Post-affiliation growth levers and planning ahead\n48:25 Why mid-career orthodontists may benefit most\n51:36 Final advice from Hale and Ramsey\n55:02 Typical timelines from valuation to close\n✅ Key Takeaways:\n🔹 Hear directly from a practice owner who completed an OSO partnership and an advisor who helps doctors evaluate and close deals.\n🔹 OSOs and DSOs differ widely—understanding activist vs aggregationist models is essential.\n🔹 Planning early, tracking KPIs, and...","thumbnail_url":"https://img.transistorcdn.com/X7NlGtFJvqHBgyo4lxMYZd0wh7HWxd6v1dPEuUfTRFA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQ0MjcwLzE2OTI2/NzUzNjYtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}