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October 18, 2025 28 mins

In this episode, Dr. Jason sits down with his longtime accountant and tax strategist, Scott Haberman (CPA, Eide Bailly), to unpack one of the most common questions in dentistry: “Should I start a DSO?”

Together they break down what a DSO actually is, when it makes sense to form one, and the key mistakes owners make when scaling beyond a single practice. From equity and efficiency to tax implications and partner dynamics, this is a candid, real-world look at what it takes to grow responsibly.

You’ll learn:

  • When to consider creating a DSO—and when not to

  • How multi-location owners can clean up “messy books” and clarify profitability

  • What equity and ownership structures actually look like in practice

  • Whether DSOs offer real tax advantages or just extra headaches

  • Why clarity, communication, and clean agreements matter more than ever

If you’ve ever wondered whether a DSO could streamline your operations or just complicate your life, this conversation will help you see the full picture—no sugarcoating, just strategy.

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