McLerran & Associates Presents
M&A Summit
Transition. Strategy. Austin.
Antone's · Austin, Texas
Join us for an in-depth look at the private buyer and DSO landscape, plus practice valuation insights, live music, and Austin BBQ.
The Experience
Built for owners
who haven't decided yet
Free Practice Valuation
A complimentary $2,500 valuation completed before you arrive - so you walk in knowing your number.
Private CPA Session
One-on-one time with a CPA to review your valuation and tax implications of each exit structure. Limited slots.
4 CE Credits
Full continuing education credit awarded for attendance - earn while you learn.
Antone's Reception
Friday evening dinner, drinks, and live music at the legendary Antone's nightclub in downtown Austin.
Panel of Experts
Attorney, CPA, and consultant - fielding your questions live in an open, no-pressure format.
All Meals Included
Breakfast and lunch provided Friday, plus cocktails and dinner at Antone's. Group room block at the Thompson.
What's Covered
Every major
exit structure
The same guidance our sell-side clients receive - delivered before you ever need to make a move.
- 01The Current Private Buyer & DSO Landscape
- 02Selling to Private Equity - Platform Investment
- 03Selling to a DSO
- 04Associate Buy-In & Minority Equity
- 05Outright Sale - Structures, Points of Value
- 06Calculating EBITDA & Enterprise Value
- 07Keys to Maximizing Your Outcome
- 08Scaling Your Practice with Purpose
Friday, October 30
Full Day Agenda
Summit Dates: October 29-30, 2026.
| 7:30 AM | Breakfast & Registration |
| 8:30 AM | Welcome + State of the Industry Brannon Moncrief |
| 10:00 AM | Scaling Your Practice with Purpose Emmet Scott |
| 11:00 AM | Hands-On: Deal Structures, Which Is Better, Points of Value Justin Klingshirn |
| 12:00 PM | Lunch |
| 1:00 PM | Keys to Maximizing Your Outcome Brannon Moncrief |
| 2:00 PM | Calculating EBITDA & Factors That Impact Enterprise Value Kevin Mach |
| 3:00 PM | Break |
| 3:30 PM | Panel of Experts - Open Q&A Attorney · Consultant · CPA (TBD) - Moderated by McLerran Team |
| 4:30 PM | Closing Comments Brannon Moncrief |
| 6:30 PM | Dinner & Reception at Antone's Live music begins 8:00 PM |
Thursday, Oct 29: Cocktail reception. Friday, Oct 30: Main conference, expert panel, and evening reception with live music.
Registration
Choose Your Rate
Early Bird
$995
Register before July 1, 2026 and save $505.
- Free practice valuation ($2,500 value)
- Private CPA 1-on-1 review session
- Full Friday conference + 4 CE credits
- Thursday cocktail reception
- Friday dinner & live music at Antone's
- All meals included
Standard
$1,500
Full registration after July 1, 2026.
- Free practice valuation ($2,500 value)
- Private CPA 1-on-1 review session
- Full Friday conference + 4 CE credits
- Thursday cocktail reception
- Friday dinner & live music at Antone's
- All meals included
DEO Members
$995
Exclusive DEO member pricing - no deadline restriction.
- Free practice valuation ($2,500 value)
- Private CPA 1-on-1 review session
- Full Friday conference + 4 CE credits
- Thursday cocktail reception
- Friday dinner & live music at Antone's
- All meals included
Spouse / partner add-on: $495 · Group room block available at the Thompson Austin · Limited attendance for a high-touch experience
What Clients Say
Trusted by Practice Owners
"These guys know their stuff."
"Outstanding, complete knowledge of the transition process."
"If you are a dentist considering a transition and/or exit strategy, we would recommend meeting with McLerran."