Rollover equity
Rollover equity: Rollover equity is the portion of a selling dentist’s proceeds that is reinvested as ownership in the acquiring DSO or its parent instead of being paid in cash.
Rollover equity is the portion of a selling dentist’s proceeds that is reinvested as ownership in the acquiring DSO or its parent instead of being paid in cash.
It aligns the seller with the buyer’s later results and defers part of the payout. Its value depends on the buyer’s future performance, so have a CPA and counsel review the terms.
Part of the DDSIntel glossary. See how the figures are built in the methodology. Markdown version: /glossary/rollover-equity.md.
Other terms
- Dental transition signals
- Dental transition intelligence
- Pre-market dental practices
- Dental exit window
- Dental retirement cohort
- Dental Transition Index (DTI)
- Consented signal
- Observed signal
- Transition readiness
- Active patient
- Add-on acquisition
- Adjusted EBITDA
- Administrative dissolution
- Asset purchase
- Associate buy-in
- Build-out permit
- Buy-side search
- Collections multiple
- Collections vs. production
- Compliance signal
- Consumer report (FCRA)
- Corporate practice of dentistry (CPOD)
- Corporate signal
- Data-as-of date
- De novo practice
- Dental consolidation
- Dental HPSA
- Dental partnership organization (DPO)
- Dental support organization (DSO)
- DPMS
- DSO-affiliated location
- Due diligence
- Earn-out
- EBITDA multiple
- Facilities signal
- Holdback
- Independent practice
- Letter of intent (LOI)
- Lifecycle signal
- Management services agreement (MSA)
- Management services organization (MSO)
- New entity or license
- Non-compete (dental sale)
- NPI (Type 1 / Type 2)
- NPPES
- Observed ownership change
- Off-market practice
- OIG LEIE (exclusion list)
- Overhead ratio
- Payer mix
- Platform acquisition
- Practice goodwill
- Practice location
- Practice transition
- Practice valuation
- Practices per 10,000 residents
- Professionally active dentist
- Provider density
- Quality of earnings (QoE)
- Recapitalization
- Region
- Registered agent
- Regulatory signal
- Roll-up
- Saturday access
- SBA 7(a) practice loan
- Second-source confirmation
- Sell-side process
- Signal horizon
- Small-cell suppression
- State annual report
- Stock purchase
- Succession plan
- Walkaway sale
- Work-back (transition period)
- Working capital peg