The DSO Exit Readiness Audit
Is Your DSO Built to Sell, or Just Built to Run?
High-performing clinics don’t always equal a high-multiple exit. Use this 30-point stress test to uncover the structural gaps in your clinical engine and financial rigor that could cost you millions during due diligence.
The why
The Value Proposition
When a Private Equity firm or a strategic buyer looks at your DSO, they aren’t just buying your current EBITDA—they are buying the predictability of your future earnings.
This audit evaluates the five pillars of a premium exit:
- Clinical Engine: Is quality a system or a “star” performer?
- Regulatory Risk: Are you “Due Diligence” ready today?
- Data & AI: Is your tech stack a cost center or an EBITDA driver?
- Financial Rigor: Is your data “the truth” or a spreadsheet?
- Leadership & Culture: Can the business thrive without you?
What to expect
The Audit Experience
Time
4 Minutes
Focus
30 high-impact questions across Clinical, Financial, and Operational domains.
Output
A personalized score and a breakdown of your “Valuation Grade.”
How will you be graded?
The Scoring Brackets
- Institutional Grade (25–30 pts):
You are board-ready. You command a premium multiple. - Scaling & Optimizing (15–24 pts):
You have a platform, but you have “valuation leaks” in your systems. - Founder Dependent (0–14 pts):
High risk. The business relies on individuals rather than a repeatable engine.
Stop guessing, start measuring.
Fill out the form below to receive your personalized scorecard and see if you’re truly ready for the exit you deserve.