OSO SPREADSHEET​

Welcome Orthodontic Peers!

You’ve arrived at the dedicated page to access the orthodontic spreadsheet that has been specifically tailored to help you better understand the impact of various choices facing your practice future. At the time of the launching of this web page, over 600 of your esteemed colleagues have sought this document, and now it’s your turn to explore the insights within.

Are you contemplating selling to an OSO, retaining your practice, or perhaps selling part of it?

This spreadsheet will shed light on these critical decisions. While some companies allow for partial sales of practices, each decision you make will have unique financial and operational consequences.

**But please be clear**: No one spreadsheet can cover every option from every company and every investment possibility. It’s a complex world out there, and this tool aims to guide you through some of the most vital considerations and should NOT be used in place of sound financial and practice professional advice. It’s an overview and a broad stroke, not a precise instrument.

**MOST IMPORTANTLY, START WITH THE “START HERE” TAB!** Positioned at the bottom of the spreadsheet in conspicuous red, the “Start Here” tab is your gateway to accuracy. Every word in this section matters. Ignore it, and you risk misguided conclusions that might steer you
entirely in the wrong direction.

So, stated again: START WITH THE “START HERE” TAB! On the bottom of the spreadsheet. DO NOT SKIP IT!!!

Of course, I am always here if you have any questions or need further guidance.

This document is a powerful tool, but it’s not a substitute for personalized advice.

Once you click the “I Understand” checkbox, you will be asked to enter your details. The spreadsheet will be emailed to you promptly, but please give it 30-45 minutes before assuming there is a problem.

We’re all in this together and here’s hoping that you make informed decisions that resonate with the unique needs and goals of your practice!

Disclaimer: This Financial Calculator Spreadsheet ("Tool") is intended for informational and educational purposes only. The user understands that this Tool does not provide financial, investment, tax, or legal advice and is not intended to replace professional advice or customized service. All results provided by this Tool are based on the input and assumptions provided by the user and are estimates only. They should not be relied upon for actual financial planning or decision-making. The user assumes all risks associated with the use of this Tool. The creator of this Tool, Glenn Krieger, makes no representation or warranty of any kind, express or implied, regarding the accuracy, reliability, or completeness of any information provided by this Tool. The creator shall not be liable for any errors, omissions, delays, or interruptions in or losses resulting from the use of this Tool, or for any decision made or action taken by the user in reliance upon any calculations or results obtained through its use. By using this Tool, the user agrees to indemnify and hold harmless the creator from any and all damages, losses, expenses, costs (including legal costs), claims, liabilities, fines, penalties, and other liabilities of any nature or kind arising out of or in connection with the use of this Tool. The user is encouraged to seek the assistance of a financial advisor, accountant, or other qualified professional before making any financial decisions. Use of this Tool constitutes acceptance of these terms.

Check the box below to continue:

  • I Understand