Post-close · Dental Practice Management

Management Incentive Plans (MIP) for Dental Practice Management Independent Sponsors

Securities and M&A counsel for independent sponsors structuring dental practice management transactions, from LOI to close to the capital markets that open up afterward.

EV range $10M to $130M EV EBITDA $2.5M to $22M Audience Independent Sponsor
The deal context

Every dental practice management acquisition has its own gravity. Management Incentive Plans (MIP) is the workstream where independent sponsor counsel earns the seat.

The typical dental practice management platform sits at $10M to $130M EV with EBITDA in the $2.5M to $22M range. The thesis runs on DSO buy-up under an MSO. Insurance mix dictates valuation. Read the PPO contracts before the EBITDA.

The moves

How Management Incentive Plans (MIP) actually gets structured.

  1. Size the MIP at 10 to 15 percent of post-close equity, with 60 percent time-vested and 40 percent performance-vested.

  2. Use profits interests for tax efficiency, with a clear strike value at grant.

  3. Build double-trigger acceleration on change of control plus termination.

  4. Document the MIP in the LLC operating agreement, not in a separate plan only.

  5. In dental practice management, layer in MSO model documented per state as part of the Management Incentive Plans (MIP) workstream.

The common mistake

Promising the MIP percentage in the LOI without modeling the impact on the LP waterfall. The LP finds out and the deal stalls.

Jason's take
"MIPs are the cheapest retention tool you have. Use them deliberately, document them precisely."
Jason Powell · Management Incentive Plans (MIP)
Capital after close

The deal is one thing. The capital that opens up after close is another.

After close, the call list for refinancing, recapitalization, and growth equity gets short and known. Jason carries that list.

MONTH 18
Senior refi
MONTH 24
Dividend recap
MONTH 36
Growth equity
YEAR 4–5
Strategic exit
WORK WITH JASON

Bring the dental practice management deal. Get Management Incentive Plans (MIP) done right.

Direct counsel from a securities and M&A attorney with billions in structured transactions, the independent-sponsor-native playbook, and the capital markets network that opens up post-close.