Your review is on the calendar.
A confirmation with the call details is on its way to your inbox. Jared will call you at the time you picked.
Have these handy for the call
- The DSO letter, LOI, or term sheet, if you have one in writing
- Last two years of practice tax returns or P&Ls (ballpark numbers are fine)
- Rough annual collections and number of operatories
- Anything the DSO said about rollover equity, earn-outs, or an employment term
Need to move the time or ask something before we talk? Use the reschedule link in your confirmation email or call (702) 555-0100.