DSO Decision podcast

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The Innovators & Investors Podcast

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BMW iVentures: AI, Robotics, and Onshoring Trends with Sam Huang 35:36

vor 17 Tagen35:36

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35:36

In the latest episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sam Huang, Principal at BMW iVentures, for a candid conversation to explore the dynamic intersection of venture capital, artificial intelligence, robotics, and manufacturing innovation. Sam shares BMW iVentures’ investment thesis, focusing on Series A and B startups across the US, Europe, and Israel, with a strong emphasis on AI-driven SaaS, automation, and onshoring trends driven by labor shortages and supply chain disruptions. Listeners gain valuable perspectives on the evolving venture diligence process, the importance of product-market fit, and how higher ARR benchmarks reflect both market maturity and macroeconomic factors like rising interest rates. Sam also candidly discusses his unconventional career path—from a Stanford history PhD program to law school and ultimately venture capital—highlighting how diverse experiences enhance investment acumen. The conversation delves into the benefits of corporate venture capital, especially BMW’s hands-on support and networking advantages for portfolio companies. Additionally, Sam reveals how AI is integrated internally at BMW iVentures to optimize workflow and decision-making. This episode is a must-listen for anyone interested in the future of innovation, investment strategy, and the transformative impact of AI and robotics on global industries. Learn more about Sam's work at https://www.bmwiventures.com/ and her involvement with the Asian Tech Collective at https://www.asiantechcollective.com/ Connect with Sam on LinkedIn at https://www.linkedin.com/in/samantha-huang-10375b106/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

DSO Decision

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Brian Hanks and David Cohen tackle the question on so many dentists’ mind right now: What’s the deal with DSOs? Should I sell to one? Work for one? Avoid them entirely? Brian’s career in dental accounting and transitions and David’s career in dental law mean they’ve pretty much seen it all, and they’re ready to share some wisdom.

16 Episoden

#Entrepreneur #Business #DentalTax

DSO Decision

updated vor 2 Jahren

Serie-Home•Feed

16 Episoden

#Entrepreneur #Business #DentalTax

Alle Folgen

DSO Decision

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1.16 - The Top 10 Mistakes Your Buddy Makes, pt2 28:46

vor 2 years28:46

28:46

There are plenty of common mistakes that dentists make when confronted with a DSO sale. Luckily, YOU would never make these mistakes! But your dentist friends might. So what are the pitfalls you need to avoid? To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.15 - The Top 10 Mistakes Your Buddy Makes, pt1 25:48

vor 2 years25:48

25:48

DSO Decision

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1.14 - What If You Don’t Own your Building? 23:47

vor 2 years23:47

23:47

Liam Krahe joins the podcast once more to talk about issues around dentists who don't own the building they practice in. What issues do they need to consider when a DSO comes calling? To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.13 - Leasing Real Estate in a DSO offer 25:35

vor 2 years25:35

25:35

Brian and David are joined by dental real estate attorney Liam Krahe to talk about how real estate fits into DSO deals. What are the norms? When does leasing make sense, versus an outright sale? These two episodes will tackle what you need to know. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.12 - Selling Real Estate in a DSO offer 37:31

vor 2 years37:31

37:31

DSO Decision

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1.11 - Am I Getting a Good Deal? 24:44

vor 2 years24:44

24:44

Getting an offer from a DSO often come with some eye-popping numbers. But those numbers can be deceiving, or at least misleading. What are some reasonable numbers to expect? What kind of strings are attached? Are there any tricks that I need to be aware of? To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.10 - Don’t be Surprised by Ancillary Documentation 22:27

vor 2 years22:27

22:27

It takes a lot to make an accountant's eyes glaze over, but Brian sure does when he hears a phrase like "ancillary documentation." David will explain what it means, and why it's vital for doctors to understand it before they sit at the table to finalize and sign the deal with a DSO. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.9 - Equity Interest Post-Sale, pt.2 23:01

vor 2 years23:01

23:01

What the heck is "equity interest"? Brian and David dig into when doctors will hear the phrase, what it means, and how it affects their decision to sell to a DSO. And why does it deserve two full episodes? (It does.) To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.8 - Equity Interest Post-Sale, pt.1 20:26

vor 2 years20:26

20:26

DSO Decision

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1.7 - Post-Sale Employment 24:20

vor 2 years24:20

24:20

Will you have to work in the office after selling to a DSO? That's the normal arrangement, yes. But there's a lot that goes into this: How much will you be paid? Will you have collections requirements? When can you quit? Brian and David share the most common arrangements they've seen over the years. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.6 - Restrictive Covenants, Reality vs Fantasy 26:37

vor 2 years26:37

26:37

Are you really ready to sell to a DSO, considering the probable non-compete clause in the contract? Do you really understand all of the possible strings attached? In this episode, Brian and David try to lay out what you should really expect from a DSO deal, generally speaking, so you can go in with eyes open. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.5 - Translating Key Terms From Legalese 21:11

vor 2 years21:11

21:11

Representations, warrantees, and disclosure schedules. What are they? When do they come in the deal? And which intelligent questions should dentists be armed with when a DSO comes knocking? Brian and David (mostly David, the attorney) tackle some of the most common terms you'll hear. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.4 - Pricing Variables 26:04

vor 2 years26:04

26:04

What makes a DSO offer go up or down? You'll hear terms like "holdbacks," "earnouts," and "subordination" and how they affect "enterprise value." Brian and David dig into the terms and concepts that DSOs are using to decide on their valuation of a practice. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.3 - What Is a Practice Worth? 24:41

vor 2 years24:41

24:41

How much is a practice really worth? How can a private buyer compete against the eye-popping sticker prices we sometimes see with DSO purchases? Brian and David will tackle some conceptions and misconceptions around the numbers you see with these deals. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

DSO Decision

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1.2 - Anatomy of a DSO Offer 27:26

vor 2 years27:26

27:26

What actually happens when a DSO comes knocking on the door? What can you expect, what questions should you ask? This episode is all about getting as much information as quickly as possible about the offer, and building the right team to make the right decision for you. To learn more about David's dental legal services, check him out here: https://cohenlawfirmpllc.com/ And Brian's dental transitions services can be found here: https://dentaltax.com/dso-analysis/…

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