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DSO leaders on de novos: ‘Growth for the sake of growth doesn’t create value’

Source
Becker's Dental + DSO Review
Author
Cameron Cortigiano

Summary and scoring by The Bell Brief (Dr. Jennifer Bell) using the Drill-Down Protocol. Not the original publisher.

Why it matters for dental

DSO executives say selective de novo builds are still on the table, but disciplined acquisitions remain the default strategy for most organizations over the next two years.

Key points

  1. 01

    Andreas Augat states that AI could reduce overhead costs for scheduling, billing and insurance processing, which may shift the economics toward building new clinics.

  2. 02

    Rutulkumar Barot states that Altius Dental will continue to prioritize acquisitions of existing practices and treat real-estate development as a separate investment decision.

  3. 03

    Phil Cassis states that macro factors such as interest rates, construction costs, student-loan debt and labor rates could make de novo builds more challenging in the next two years.

  4. 04

    Antonio Molina states that only 50% of people use dental services in any given year, creating an untapped patient pool that a well-targeted de novo could reach.

Who should care

  • Owner
  • DSO

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Becker's Dental + DSO Review

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