A DOCTOR-OWNED PRIVATE EQUITY FIRM

FOR ORTHODONTISTS & PEDIATRIC DENTISTS

WHY PHASE 1

The best choice for orthodontists and pediatric dentists

We commonly see orthodontists and pediatric dentists making the same two mistakes: selling at too low of an EBITDA and for too low of an EBITDA multiple.

We solve these two problems with our Doctor Equity model by putting more control and economics back into the hands of our doctor partners. 

With Phase 1 you will

  • Benefit from private equity preparedness model and EBITDA optimization

  • Get the double-digit EBITDA rewards usually reserved for PE or DSOs

  • Achieve a greater economic outcome over individual terms from a traditional practice sale or sale to DSO

  • Keep clinical control and brand recognition of your practice

  • Protect your practice against current threats to orthodontics & dentistry 

  • Postpone changing how you pay yourself or how you put money into retirement plans

  • Secure equity payout earlier to overcome future risks to practice

 

OUR MISSION

Turning private equity into Doctor Equity

Phase 1 Equity is a doctor-owned, doctor-led, doctor-controlled private equity firm that is flipping the script on the traditional DSO model. Our model  puts doctors' financial futures first by combining best-in-class, like-minded orthodontists and pediatric dentists.

We partner with orthodontists and pediatric dentists who are passionate about where the industry is headed. Phase 1 exists to share the inside world of private equity with our doctor members to help optimize their EBITDA and realize their practices' full potential.

 

PRIVATE EQUITY PREPAREDNESS

Phase 1 optimizes our member practices for a private equity sale

 
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SHARED KNOWLEDGE

We will share our knowledge of private equity to prepare all areas of your business and teach you what the future buyers of the business will be looking for. From working capital to EBITDA, small changes can multiply into large rewards.

BUSINESS DEVELOPMENT & MARKETING

Access strategic business partners who know the landscape of the dental space and the interrelated nature of referrals and how they can increase the value of your practice. Work smarter, not harder. 

Enhance your brand in collaboration with our marketing team who will provide tools and strategies to enhance your practice's visibility.

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ACCOUNTING & FINANCE

Phase 1 will perform monthly bookkeeping and accounting for each practice to consolidate financials and provide Key Performance Indicators (KPIs) that can help you make better decisions.

SHARED SERVICES

Realize potential savings through supply deals, credit card processing, and payroll, among many options. Centralized services reduce the burden of running your business, and grows your bottom line. 

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COLLABORATION

Collaborate among best-in-class, like-minded orthodontists and pediatric dentists for best practices, efficiencies, and more. Access benchmarking and direct metrics for practices like yours.

OUR TEAM

We've done this before, and at high exit multiples

Our experienced team has built and exited multiple platform businesses in the healthcare industry over the last 15+ years, totaling over $1 billion. 

Our doctor member-run board of directors means the board has your best interests in mind.

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BRYAN WILLIAMS, DDS, MSD

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KRISTEN CUSACK

CEO

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KEITH KOHRS,

DDS

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BRIAN HAMILTON

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RYAN GRAHAM

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SARA TUMEN WEINBERG