Early in his career, the dental group Samson Liu worked for sold to Private Equity (PE). He stayed on for 18 years, as the company was sold and re-sold over and over again. Eventually, it became clear that the practices and mindsets of the PE model were not in line with Samson’s values, so he left to start his own practice, SOH Dental.

In this Tugboat Institute® talk, Samson shares how he took what he learned from the PE playbook and infused it with his own Evergreen® beliefs to create a new model for acquisitions. This “hybrid model” allowed him to build a business that is People First, that will always be Private, and that is in line with his values. His endeavor has been remarkably successful.