Thinking about bringing on a partner, forming a DSO, or selling your practice? Don’t make a million-dollar decision without understanding what you’re actually signing up for.

In this episode, Jason sits down with dental attorney Rob Montgomery to unpack some of the biggest questions practice owners face as they grow. Together, they discuss when a DSO structure actually makes sense, common mistakes in partnership agreements, how buy-ins should be structured, and why the highest offer isn’t always the best deal.

They also dive into private equity acquisitions, practice valuations, associate equity pathways, and the financial realities behind seemingly attractive offers. Whether you’re considering adding partners, scaling to multiple locations, or planning your eventual exit, this conversation will help you ask the right questions before making one of the biggest decisions of your career.