Shows
Dentistry Uncensored with Howard Farran1686 Wesley Read - PracticeCFO and Practice Orbit : Dentistry Uncensored with Howard Farran1686 Wesley Read - PracticeCFO and Practice Orbit : Dentistry Uncensored with Howard Farran Wesley Read, CPA, CFP®, is the Founder and CEO of PracticeCFO and Practice Orbit, and a nationally recognized financial strategist for dental practice owners. A former Big 4 accountant at Ernst & Young, Wes left corporate accounting to focus exclusively on helping doctors run more profitable practices and build long-term financial independence through CFO-level guidance. Through PracticeCFO, Wes provides dentists with integrated accounting, tax, payroll, and financial planning services, pairing each client with a dedicated CFO Advisor who understands both their business and pe...
2026-02-051h 08
The Dental Boardroom136: 2025 Q4 Financial Market UpdateIn this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, is joined by Brandon Hobson and Paul for their quarterly deep dive into the stock market, global economy, and what dentists and practice owners should prepare for as 2026 approaches.The episode covers:The Federal Reserve’s rate movements and expected leadership changeWhether the current AI wave is a bubble or a true productivity revolutionThe future relevance of the traditional 60/40 investment strategyHow economic shifts impact dentists’ borrowing, practice finances, and patient spendingPractice CFO’s investment outlook and positioning for 2026
2025-12-1056 min
The Dental Boardroom130: Financial Market Updates - October 2025In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at PracticeCFO, talks with Brandon Hobson (Chief Investment Officer) and Paul Lipcius (investment committee member) about what’s happening in the markets and why it matters for dentists.They break down the recent Federal Reserve rate cut, explain how bond yields signal what might happen next in the economy, and discuss what the steepening yield curve could mean for growth and inflation. The team also looks at today’s stock market, where high valuations and a heavy focus on just a few big...
2025-10-0748 min
The Dental Boardroom128: Kids on Payroll – A Tax & College Funding Strategy Part 1In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, dives into one of the most powerful yet often overlooked tax and wealth-building strategies for dentists: putting your kids on payroll and using that earned income to fund retirement and education accounts.Wes explains how hiring your children in your dental practice (for real, legitimate work) creates not only a tax deduction for the practice but also a springboard for long-term wealth accumulation in the child’s name. He emphasizes the Roth IRA as a uniquely flexible and tax-free acco...
2025-09-3048 min
The Dental Boardroom126: Money Well Spent: How Dentists Can Buy Happiness - Part 3In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, continues the miniseries on the relationship between money and happiness and what it really means for dental practice owners.Wes begins by revisiting key lessons from earlier episodes: money can reduce stress up to a point, but beyond a certain level of income, happiness plateaus. True financial peace of mind comes from building reserves, delegating financial complexity, and resisting lifestyle inflation. He also reflects on insights from The Millionaire Next Door, where frugality, discipline, independence, and intentional spending separate...
2025-09-2325 min
The Dental Boardroom116: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 6In this episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP, continues his financial planning series for dental practice owners by diving deeper into the concept of break-even levels and the importance of creating a business financial plan that supports your personal financial goals.Wes revisits the three key break-evens every dentist should know:Practice Break-Even – Covering fixed costs, variable costs, and debt.Living Budget Break-Even – Covering your practice costs, personal living expenses, and taxes.Financial Independence Break-Even – Covering all the above while setting aside money for your future.From there, he outlines the fi...
2025-08-1441 min
The Dental Boardroom114: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 4Welcome back to another episode of the Dental Boardroom Podcast, where we help dental practice owners break down the world of finance and build a path to financial independence.We’re now entering Phase 3 of our series Financial Planning for Dental Practice Owners: Turning Chaos into Financial Freedom. This phase focuses on developing your business financial plan, and today’s episode dives deep into Step 1: Organizing Your Practice Financial Reports.You’ll learn how your financial statements act as "financial X-rays" for your business and why reviewing them monthly is essential—not just for tax filing...
2025-08-0741 min
The Dental Boardroom112: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 2Welcome back to The Dental Boardroom Podcast! In this episode, we continue our deep-dive series on financial planning for dental practice owners — turning financial chaos into true financial freedom.Today, host Wes Read, CPA and CFP, explores Phase Two of the financial planning journey: Developing a Personal Plan for Financial Independence. Wes shares his unique approach, combining technical expertise and life planning philosophy, to help dentists create a personalized roadmap toward their ideal lifestyle — whether it’s a simple, peaceful life or one filled with travel and luxury.This episode emphasizes that every dentis...
2025-07-311h 28
The Dental Boardroom111: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 1In this kickoff episode of a brand-new series, host Wes Read shares the foundation of financial planning tailored specifically for dental practice owners. Drawing from his widely presented talk, Dental Financial Planning: Turning Chaos into Financial Freedom, Wes explains why every dentist—regardless of age—should have a personal financial plan. He discusses the importance of building a roadmap for your future, even if life takes unexpected turns, and outlines how thoughtful planning today leads to financial independence tomorrow.Check this out: Leadership Team Diagram – Download PDF🔑 Key Points:New Series Launch: Introduction to a focused...
2025-07-291h 32
The Dental Boardroom110: Is Your Team Stealing From You? What Every Dental Practice Owner Should KnowIn this episode, Wes Read dives deep into a topic that keeps many dental practice owners awake at night: embezzlement. Drawing from real-life cases and his years of experience working with dentists, Wes explores how trusted team members can sometimes become the source of financial harm. He emphasizes the importance of "professional skepticism", a principle he adopted early in his career at Ernst & Young, and how applying this mindset can help dentists protect their finances without damaging team morale.Download the Embezzlement Protection Guide for Dentists from Practice CFO:https://practicecfo.com/wp-content/uploads/PracticeCFO-Embezzlement-Protection-Guide...
2025-07-241h 08
The Dental Boardroom107: Financial Market Update: Key Events Shaping Your Portfolio in 2025In this quarterly market update, Wes Read is joined by Chief Investment Officer Brandon Hobson and investment committee member Paul Lipcius to unpack the swirling forces shaping the markets in mid-2025. From geopolitical tensions and legislative changes to the explosive innovation in AI, the team explores why this year has been anything but predictable.They discuss the surprising resilience of markets, the impact of currency fluctuations, and why disciplined diversification across small caps, value stocks, and international equities is paying off for investors. Whether you’re curious about why international stocks are leading or how Practice CFO st...
2025-07-1551 min
The Dental Boardroom106: New Tax Rules Just Passed—Here’s What Dentists Need to KnowIn this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes hundreds of provisions designed to extend prior tax cuts, adjust deductions, and shape the future of business and personal tax planning. Wes distills the dense legislation into clear, actionable takeaways to help you make informed decisions for your practice.Who This Is For:Dental and healthcare practice owners, business managers, and anyone interested in staying ahead of tax law changes that can affe...
2025-07-0950 min
The Dental Boardroom103: AI in Dentistry: How Pearl AI Is Enhancing Diagnosis and CaseIn this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP, and owner of Practice CFO, sits down with Mike Buckner from Pearl AI—one of the frontrunners in AI-powered clinical analysis for dentistry. Together, they explore how artificial intelligence is transforming dental practices across the country.Mike shares his deep experience with dental tech giants like Solutionreach, Dental Intel, and Weave, and how Utah has become a surprising hub for innovation in dental technology. The discussion highlights the game-changing role of AI in diagnostics, case acceptance, and practice efficiency. They also cover how Pearl AI...
2025-07-0148 min
The Dental Boardroom97: Dental Leadership: Hiring Smarter, Paying Better, and Embracing AI with Kiera DentIn this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025.Kiera opens up about her unique journey—from high school dental assistant (yes, because of the scrubs!) to building multi-location dental practices, and eventually founding a high-impact consulting agency. She shares her philosophy that a successful dental practice is about more than revenue—it’s about purpose, profit, and people.Wes and Kiera discuss why so many d...
2025-06-061h 18
The Dental Boardroom96: Built to Lead: From $450K to $3.2M and the Power of Intentional OwnershipFrom associate to multi-million dollar practice owner and now dental consultant, Dr. Megan Shelton joins Wes Read, CPA, CFP®, and Paul on this powerful episode of the Dental Boardroom Podcast to share the mindset, strategy, and systems that fueled her remarkable journey.Dr. Shelton opens up about purchasing a struggling $450K practice—while carrying $450K in debt—and how she transformed it into a thriving $3.2M business in just six years. She unpacks how combining data-driven strategy with heart-centered leadership helped her earn patient trust, grow her team, and lead with clarity. She also discusses the pivotal role...
2025-06-0348 min
The Dental Boardroom95: The Big Beautiful Bill: Proposed Tax Changes That Might Affect YouIn this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in the Senate, this bill aims to permanently extend many provisions of the 2017 Trump Tax Cuts and Jobs Act. Wes walks dentists through what matters most, including the preservation of lower income tax rates, an increased standard deduction, and the continuation of the SALT deduction cap and mortgage interest limits—provisions that have significant implications, especially for practice...
2025-05-2924 min
The Dental Boardroom93: Making the FFS Leap with Dr. Anissa BroussardMany dentists feel trapped in the PPO system—working long hours, doing more dentistry, and still questioning, “Where’s the money going?”In this episode of The Dental Boardroom Podcast, Wes Read, CPA and CFP, talks with Dr. Anissa Broussard about her powerful shift from PPO dependence to a thriving fee-for-service practice. Dr. Broussard shares how she reframed her mindset, leveraged social media to attract ideal patients, and built a brand rooted in authenticity and trust.They also discuss the financial and emotional challenges of leaving insurance behind—and how purpos...
2025-05-2237 min
The Dental Boardroom92: PracticeCFO: Financial Markets UpdateWes Read, CPA and CFP, returns from the CDA Convention in Anaheim and sits down with Practice CFO’s lead CFO advisor, Paul Lipcius, and head of investments, Brandon Hobson, for an in-depth conversation on the current state of the economy and investing landscape in May 2025.Together, they dive into the market’s reaction to global tariffs, recent signals from the Federal Reserve, macroeconomic trends, and how the Practice CFO investment committee is adjusting its strategies for clients amid uncertainty.This is a must-listen for dentists and professionals looking to stay ahead of economic shifts that...
2025-05-2159 min
The Dental Boardroom90: A Second Location: Should You Buy or Start Up OneWelcome back to The Dental Boardroom Podcast! Wes Read CPA, CFP dives deep into a critical and often misunderstood topic among dental practice owners: Should you buy or open a second location?Wes breaks down the real economics, hidden challenges, and common myths behind scaling your dental business by adding a second office. Drawing from years of client experiences and financial data, he explains why many dentists struggle — and why some succeed — in making this leap.Whether you’re at the peak of your first practice and itching to grow, or just curious about e...
2025-05-0826 min
The Dental Boardroom89: EBITDA: Everything You Need to Know About ItIn this episode, Wes Read CPA, CFP and founder of PracticeCFO dives into one of the most important financial terms in dentistry: EBITDA. Whether you're planning to sell your practice or simply want to manage it better, understanding EBITDA is essential. Wes explains what it is, how to interpret it from your P&L, and why every dental professional—owner or associate—should know the business side of dentistry.This episode is designed to help you start thinking like a CEO of your dental practice. Because yes, it’s a practice—but it’s also a business, with payro...
2025-05-071h 00
The Dental Boardroom88: The Economics Between In-Network vs. FFS Fee ModelsIn this insightful episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP and founder of Practice CFO, breaks down the real financial impact of staying in-network with PPOs versus transitioning to a fee-for-service (FFS) model. Using a crown-focused case study, Wes illustrates how fewer procedures can yield significantly higher profits under FFS — even with some patient attrition. If you're a dental practice owner evaluating your profitability strategy, this episode will give you a clear-eyed view of the numbers that matter.Key Points Covered:The purpose of PPOs: high patient volume but lower profit margins.FFS mo...
2025-05-0123 min
The Dental Boardroom87: 10 Questions to Ask Your CPA Each YearWelcome back to The Dental Boardroom Podcast with Wes Read CPA, CFP!In today's episode, we're pivoting from last week's discussion about reviewing your own financial statements to a powerful new focus: the 10 critical questions you should be asking your CPA every year — not just at tax time.Why is this so important? Most CPAs are historians by training — they look backward. But if you learn to engage them correctly, you can push your CPA into a more analytical, forward-thinking advisor role that will transform your practice’s financial success and help you build...
2025-04-2950 min
The Dental Boardroom86: The PTE Tax Deduction: DON'T MISS OUT!The PTE Deductions: Don’t Miss Out!If you're a dental practice owner in a state with state-level income taxes—this episode with is for you. Host Wes Read CPA, CFP dives deep into the Pass-Through Entity (PTE) Tax Election, a tax-saving strategy that can turn your state tax payments into a federal tax deduction.This is especially important for dentists in high-tax states like California, New York, or any state with a 4%+ income tax. Wes breaks down what the PTE is, why it matters, and how to use it properly—so you’re not leaving...
2025-04-2536 min
The Dental Boardroom85: 10 Questions to Ask Yourself When Reviewing Your Monthly Financial StatementsWelcome back to The Dental Boardroom Podcast with Wes Read, CPA and founder of PracticeCFO. In this follow-up to our previous episode on structuring your Profit & Loss (P&L) statement, we dive deeper into the "how" of using your financials strategically.This episode walks you through 10 essential questions—or rather areas of focus—to ask each month when reviewing your financial statements. These questions will help you uncover trends, evaluate performance, and guide your practice to long-term financial health.Wes also breaks down how to align your collections with personal financial goals like...
2025-04-2340 min
The Dental Boardroom84: Your Practice in Numbers: Mastering the Profit & Loss StatementIn this episode with Wes Read CPA, CFP and founder of PracticeCFO, explore a topic that is absolutely foundational to the financial success of your dental practice—your financial statements. Host [Your Name] (or "I") breaks down the importance of understanding your Profit & Loss Statement (P&L) and how it reflects the economic health of your practice.Whether you’re preparing to sell your dental practice or simply want to make smarter financial decisions, this episode will help you interpret your numbers and transform your P&L into a powerful decision-making tool.Key Points:Fi...
2025-04-1754 min
The Dental Boardroom82: Top 10 Mistakes When Selling Your Dental PracticeSelling a dental practice is one of the biggest financial decisions in a dentist’s life—and it’s easy to make costly mistakes. In this episode, Brian Hanks sits down with Wes Read, CPA and founder of PracticeCFO, to break down the top 5 most common mistakes dentists make when selling their practice. From bad timing to poor team assembly, Wes and Brian share the insights every seller needs to avoid leaving money (and sanity) on the table.Key Points:Why selling too late can hurt your practice valueThe hidden danger of “just lis...
2025-04-1032 min
The Dental Boardroom81: Full Arch Dentistry Case Acceptance and Industry ChallengesIn this powerful episode of The Dental Boardroom Podcast, host Wes Reed, CPA and CFP, sits down with the dynamic Stacy Farley—former corporate sales leader turned dental practice powerhouse. Stacy shares her remarkable journey from business and sales into the world of dentistry, specifically her transformational work in her father’s full arch dental practice.Together, they explore what it really means to “sell” in dentistry, how to guide patients toward life-changing decisions, and why understanding the real value of treatment is critical for both practice growth and patient outcomes. With proven techniques, real-world stories, and actionab...
2025-04-081h 12
The Dental Boardroom80: Credit Score What Dentists Need to KnowYour credit score may not seem like a daily concern, but as a dentist, managing debt is an unavoidable reality. Whether it's student loans, a practice acquisition, or buying a home, your credit score can be the deciding factor in securing favorable loan terms. In this episode, we break down the essentials of credit scores, how they impact your financial future, and key strategies to improve and maintain a strong score. Learn why debt, when used correctly, can be a powerful tool for financial growth and how to leverage it wisely.Key Points Covered:✅ Why cr...
2025-04-0355 min
The Dental Boardroom69: How The Global Workforce Era Is Shaping The Future Of Dental StaffingSummary:In this episode of the Dental Boardroom Podcast, host Drew Phillips welcomes Beth LaChance, CEO of Global Medical Virtual Assistants, to discuss how virtual assistants are transforming dental and medical practices. With a growing need for staffing solutions post-COVID, Beth shares how her company is filling the gap by providing highly qualified virtual professionals. Learn how integrating these professionals into your practice can improve efficiency, reduce burnout, and streamline operations, all while maintaining high-quality patient care.Key Points:.Beth’s Background – Journey from pharmaceutical and surgical sales to founding a virtual assistant company spec...
2024-09-2548 min
The Dental Boardroom68: How Long Will It Take to Sell My Dental Practice? Part 2—with Matt OdgersWhat are the most common delays that prolong a practice sale?In general, the people who hold up deals are banks and landlords.But there are steps both buyers and sellers can take to prevent these delays and shorten the timeline for a dental practice sale!On this episode of the Dental Board Room Podcast, Dental Attorney Matt Odgers joins host Wes Read to continue their conversation on expediting a practice sale.Matt and Wes discuss how to fast-track legal and clinical due diligence, explaining why it’s crucial to negotiate ve...
2024-08-2134 min
The Dental Boardroom67: How Long Will It Take to Sell My Dental Practice? Part 1—with Matt OdgersOnce a dentist makes the decision to sell their practice, they want it done yesterday. So, how long does a practice sale usually take? What can you do to accelerate that timeline?On this episode of the Dental Board Room Podcast, Dental Attorney Matt Odgers joins host Wes Read to walk you through a typical timeline for selling a dental practice.Matt and Wes discuss common delays that prolong the process, describing how to avoid those issues and shorten the timeline for a practice sale.Listen in for insight on staging y...
2024-08-2035 min
The Dental Boardroom66: When Is the Best Time to Sell My Dental Practice?—with Matt OdgersWhen is the best time to sell your dental practice? What factors should you consider to get the best price for your practice and have the best quality of life in retirement?On this episode of the Dental Board Room Podcast, recurring guest Matt Odgers joins host Wes Read to explain why you want to start the process of selling your practice when collections are on the upswing.Matt and Wes discuss the challenges of planning for a practice sale before there’s a crisis, challenging you to consider the financial and psychological aspects of re...
2024-08-1432 min
The Dental Boardroom65: R&D Tax Credits For Dentists: Do They Qualify? —featuring Andre ShevchuckIs a salesperson trying to talk you into claiming an R&D tax credit for your dental office? It can be tempting to trust a pitch like this and leverage research and development to reduce your tax liability.But how do you satisfy IRS criteria for the R&D tax credit? What documentation do you need? And what happens if you get audited?Andre Shevchuck serves as Partner at BPM, one of the country’s top 20 accounting and advisory firms.Andre oversees the Specialized Tax Services Practice at BPM, helping clients ide...
2024-07-2546 min
The Dental Boardroom64: Blueprint for a Successful Practice Sale—featuring Dr. Kevin KennyYou’ve worked so hard for so long to build a private dental practice in your community. But now you’re thinking about exiting the business.So, how do you know when it’s time to retire? What can you do to plan for the next chapter of your life?Dr. Kevin M. Kenny is Adjunct Professor at the University of California, San Diego, and Founder of The Dr. Kevin M. Kenny Foundation, an organization that provides dental care at no cost to the working poor in San Diego and sponsors humanitarian missions overseas.Dr...
2024-07-241h 23
The Dental Boardroom63: Dental Staffing Problems and Solutions—with David Schwab, Ph.DFor most practice owners, the dentistry is the easy part. What’s hard is managing your team, especially with the current dental staffing shortage.So, what factors contribute to this shortage of staff? What can doctors do to solve this systemic issue?David Schwab, PhD, is a professional speaker, author and dental practice management consultant who helps dentists grow their practices, educate their patients and train their teams.On this episode of the Dental Board Room Podcast, David joins host Wes Read to explain what’s behind the dental staffing shortage and how we mi...
2024-07-0248 min
The Dental BoardroomR&D Tax Credits for DentistsIs a salesperson trying to talk you into claiming an R&D tax credit for your dental office? It can be tempting to trust a pitch like this and leverage research and development to reduce your tax liability.But how do you satisfy IRS criteria for the R&D tax credit? What documentation do you need? And what happens if you get audited?Andre Shevchuck serves as Partner at BPM, one of the country’s top 20 accounting and advisory firms. Andre oversees the Specialized Tax Services Practice at BPM, helping clients iden...
2024-06-2843 min
The Dental Boardroom62: Trends in the DSO & Private Practice Sale Markets—featuring David CohenIn the aftermath of COVID, there was a massive boom in dental practice transactions. The market finally corrected itself in 2023. And while doctor-to-doctor private sales remained consistent, DSO sales slowed dramatically.So, what caused these market trends? What does the market look like so far in 2024? And how will understanding trends help you make informed decisions as you buy or sell your own dental practice?David Cohen is Managing Attorney at Cohen Law Firm, a legal practice with a unique focus on dentists and dental specialists. His team does between 300 to 400 practice transactions n...
2024-06-1745 min
The Dental Boardroom61: How to Overcome Dental Staffing Challenges—with Dr. Michael NealIs good help hard to find when it comes to staffing your dental practice?According to the ADA Health Policy Institute, staffing shortages, recruitment and retention are among dentists’ top concerns moving into 2024. But what if you could easily find A players to fill your open positions? A players who will stick with your team for the long term?Dr. Michael Neal is Founder and CEO of Build My Team, an affordable, outsourced healthcare hiring service that provides highly qualified job candidates for your dental practice.A practicing optometrist in rural Pen...
2024-03-2936 min
The Dental Boardroom60: Practice Sales: The Role of the CPAYou cannot sell a dental practice without clean books. And you definitely shouldn’t buy a practice without having an accountant evaluate its potential profitability.But a good dental CPA has value beyond assisting with the basics of bookkeeping and price assessment.So, what is the full value proposition of an experienced CPA in the context of a dental practice sale?On this episode of our Dental Practice Transitions series, Dental Attorney Matt Odgers serves as guest host and interviews Wes Read on the role of a CPA in the practice transaction....
2024-02-0638 min
The Dental Boardroom59: Practice Sales: The Role of the AttorneyEvery dental practice sale involves several legal documents. And that’s why an attorney is a crucial part of the transition team for both buyers and sellers.But what, exactly, does a dental attorney do in the practice sale process? What should you look for in an attorney to help you buy or sell a dental practice?On this episode of our Dental Practice Transitions series, Dental Attorney Matt Odgers is back with host Wes Read to discuss the role an attorney plays in the dental practice transition.Matt and Wes walk us th...
2024-01-2938 min
The Dental Boardroom58: Practice Sales: The Role of EscrowWhat role does escrow play in a dental practice transition? How does it benefit buyers and sellers alike? Should you use an escrow for your practice sale?Matt Odgers is a Dental Attorney with Odgers Law Group and VP of Business Development and Legal Operations with Practice Orbit.Matt has more than a decade of experience representing hundreds of dentists in the process of buying or selling a practice.On this episode of the podcast, Matt joins host Wes Read to discuss the purpose of escrow in a private practice sale, b...
2024-01-2537 min
The Dental Boardroom57: Inflation, Interest Rates & Investing into 2024—featuring Brandon Hobson & Paul LipciusInflation is down and the stock market is rallying in response. But the Fed is exercising caution before it lowers interest rates.What does that mean for you and me? What should we be investing in right now?Paul Lipcious, CPA, serves as Partner and Senior CFO Advisor and Brandon Hobson, CFA, CPA, is Chief Investment Officer at Practice CFO.On this episode of The Dental Board Room Podcast, Brandon and Paul join host Drew Phillips for the continuation of The Dental Board Room Podcast's quarterly investment podcast series.Brandon, Paul...
2023-12-191h 00
The Dental Boardroom56: Insurance Audits, Board Investigations and Criminal Matters—with Attorneys Justin Withrow and Matt OdgersWhat are the most common legal issues a dental practice might face? How can dentists protect themselves from insurance audits? Board investigations? Or criminal charges?Justin Withrow is Partner at Flannery Georgalis, LLC, where he specializes in representing dentists in regulatory investigations, insurance audits, professional licensing matters and complex business litigation.Matt Odgers serves as Dental Attorney at Odgers Law Group, a firm with expertise in representing buyers and sellers in the purchase or sale of a dental practice.On this episode of The Dental Board Room, Justin and Matt join h...
2023-12-1554 min
The Dental Boardroom55: Hygiene Superstar: Quadrupling the Production of Your Hygienist—with Steve SperryIf you see your hygienist as someone who simply cleans teeth, you’re missing an opportunity.Steve Sperry characterizes hygienists as treatment coordinators who are licensed to clean teeth. And he suggests compensating them for motivating patients to improve their overall health.But what does that look like? How might you incentivize your hygienists to educate patients while they’re cleaning their teeth?Steve is President of Inventive Dental Solutions and Coauthor of Hygiene Superstar. With 25 years of experience in dental practice management, Steve is passionate about helping dentists grow as leaders and buil...
2023-12-0655 min
The Dental Boardroom54: The Serial Dental Entrepreneur with Dr. Mark CostesThere's nothing overly complex about the business of owning a dental practice.And while anybody who’s graduated from dental school can understand the operational side of running a practice, you still need to take the time to learn how it all works.Dr. Mark Costes is Founder and CEO of The Dental Success Institute, a coaching program that helps dentists become more knowledgeable, more profitable and more fulfilled in their careers.On this episode of The Dental Boardroom, Dr. Costes joins host Wes Read to explain how associates can design their own in...
2023-11-0250 min
The Dental Boardroom53: Imposter Posing as DEA Agent Targets Dentist – with Dr. Ursula LevineImagine receiving a phone call at your dental office from a government official implicating you in a drug case.The alleged official asks for sensitive information, and you’re too anxious about clearing your name to question his legitimacy.That’s exactly what happened to Dr. Ursula Levine, a dentist out of Irvine, California. Dr. Levine immigrated to the US from Germany 30 years ago and has had her own private practice since 2004.On this episode The Dental Boardroom Podcast, Dr. Levine joins host Wes Read to walk us through the call she received from...
2023-10-2840 min
The Dental Boardroom52: An Operations-First Approach to Marketing Your Dental Practice—with Ryan GrossWhat is the best approach to reaching capacity at your dental practice?We tend to equate ad spend with results, but the worst thing you can do is spend a lot of money on marketing when your systems are not set up to handle the leads that are coming in.So, how do you find the right balance between operational efficiency and marketing?Marketing Expert Ryan Gross is the founder of CMOShare, a data-driven dental marketing and consulting agency based in Lincoln, Nebraska. Ryan has more than 15 years of experience in m...
2023-10-241h 05
The Dental BoardroomProtect Yourself & Your Practice with a Dental Attorney—with Cecilia ChenYou don’t know what you don’t know.And if you sign legal documents for a dental practice sale without the help of an experienced lawyer, you may be acting against your own best interests.So, what is a dental attorney looking for in the fine print that you might miss?Cecilia Chen is an attorney who specializes in dental practice transitions. She started her own firm in 2009 and has been focused on the dental niche since 2011.On this episode of The Dental Boardroom, Cecilia joins host Drew Phillips to expl...
2023-08-0955 min
The Dental Boardroom5 Dumb Things Smart Dentists Do—with Dr. Richard MadowYou’ve got to be pretty smart to be a dentist.You went to college, excelled in a difficult major like biochemistry, physics or molecular biology and made it through dental school.But then you were thrown out into the real world, where it takes more than clinical mastery to run a successful practice.And even the smartest doctors make dumb mistakes when it comes to managing their business.Dr. Richard Madow is Cofounder of The Madow Center for Dental Practice Success, a consulting practice that helps dentists achieve success and ha...
2023-07-2750 min
The Dental BoardroomThe Evolution of Deal Structures in the DSO Space - with Dean GouldWe’ve seen a consistent trend toward consolidation in the dental space for the last 15 years. But coming out of the pandemic, the DSO marketplace is changing.And if you’re thinking about selling your practice to a Dental Service Organization, it’s useful to understand the different deal structures available to you.So, how are DSO deal structures evolving in a post-COVID world? And how can a dental lawyer help choose the option that’s right for you?Dean Gould serves as Senior Attorney at Dykema, where he specializes in dental law and the...
2023-06-3056 minThe Dental BoardroomPracticeCFO’s Diversified Approach to Investing - with Brandon Hobson, CFA®, CPAWhat’s the smartest way to invest your money to win in the long term?Dental practices benefit from being in an industry that is mostly recession proof. But can you build an investment portfolio that will also survive an economic downturn?Brandon Hobson, CPA, CFP, serves as Chief Investment Officer at Practice CFO.On this episode of The Dental Board Room, he joins host Drew Phillips to continue their conversation on investing in the current economy.Brandon and Drew discuss several factors impacting the economy right now, including the Fed ra...
2023-06-271h 14The Dental BoardroomEstate Planning 101 for DentistsDentists can better prepare for their future by establishing a well-drafted estate plan. All to often, however, they delay doing so until it’s too late. If a dentist become mentally incapacitated, or passes away, without an estate plan they leave it to the state to decide how their assets will be distributed. That is a long, public, and expensive process. Additionally, this can create confusion and conflict for survivors. In this episode, we discuss the primary documents of a strong estate plan for dentists:Living TrustWillPower of Attorney for FinancesPower of Attorney for Health CareA HIPPA Release
2023-03-2941 minThe Dental BoardroomThriving within a PPO Practice!The Dental Board Room Podcast has always favored a Fee-For-Service practice model. However, we admit we've seen practices succeed within the PPO framework and contract restrictions. In fact, some PPO practices have seen tremendous success. But how is that possible when your in-network reimbursement rates are less than 50% of your UCR rates? In this episode, Bob Marcus DMD, former practice owner who sold a 2.3M single-doctor PPO practice with no debt at age 51, explains the formula. This formula includes:An improved hygiene programBetter dental technologyIncreased EfficiencyA more effective assistantA more effective front officeA successful case presentation a...
2023-03-081h 13The Dental BoardroomThe Wonderist Agency with Michael AndersonOn this episode of the Dental Boardroom podcast, we have one of the founders of The Wonderist Agency, one of the premier dental marketing companies in the industry. Michael covers many valuable lessons and key areas that every dental practice should consider with their marketing efforts. Growth in every business is essential, and a quality marketing partner is a staple to achieving your best.
2023-03-0654 minThe Dental BoardroomDSOs, DPOs, and Other Dental Financial Talk with Drew Phillips CPAWelcome to the second episode of our CFO Series! In it, we interview our very own Drew Phillips of Team Financial Fitness. Drew is a Dental CPA and financial advisor here at PracticeCFO. He is one of our lead financial advisors, and coaches dental practice owners every day on how to achieve strong financial results in their lives. In this episode, we discuss the trend of industry consolidation via DSOs and DPOs, tax planning, and what to expect from your CPA as a dentist. Tune in to another great edition of the Dental Board Room podcast.
2023-03-0249 minThe Dental BoardroomInspire Smiles with Dr. Elona GaballOn this episode of the dental boardroom podcast, we have Dr. Elona Gaball on the show to share her journey as a dental practice owner and founder of Inspire Changes, a non-profit with really big dreams and goals. Our listeners are in for an inspiring story founded on grit, leadership, and determination!
2023-02-231h 06The Dental BoardroomLive at MDIBS CEO Roundtable 2023: Patient Membership Plans 101 w/ KleerIn this episode, we discuss the basic nuts and bolts of dental membership plans with Brad James of Kleer. These plans are an alternative to traditional dental insurance and can be used for uninsured patients and/or to reduce reliance on in-network plans. Increasingly, dentists need to find out an escape from the PPO reimbursement rates and membership plans can be one method of doing just that. This is definitely a hot topic, so make sure to tune in!
2023-02-1529 minThe Dental BoardroomDiving Into Delta Dental Insurance w/ Joanne TannerWe welcome back Joanne Tanner onto The Dental Board Room podcast, this time taking a deep dive into the world of Delta dental insurance. Sit back and listen to Joanne's expertise on practice growth and profitability, and make sure to learn more over at Tanner Management. Hosted by our very own senior CFO advisor and firm partner, Greg Maravilla.
2023-01-1356 minThe Dental BoardroomWhy Are You In Life?The Dental Board Room welcomes Chuck Blakeman, a life and business advisor to dentists. Chuck is a best-selling author, entrepreneur, TED speaker, and founder of the Crankset group. Listen in as we talk about defining the relationship between our roots and our fruits, the importance of proper motive when running our business, the relationship between money and happiness, and what Chuck calls the “why vacuum.” If you need a reminder why you works so hard, this is a must-listen-to episode.
2022-11-1136 minThe Dental BoardroomOvercoming Financial Headwinds to Thrive as a Private Practice Owner TodayThe first of our “CFO Series”, we interview two of our team members, Paul Lipcius and Nick Dougherty. Both are Dental CPAs and financial advisors. Paul is one of PracticeCFO’s lead financial advisors and with the Help of Nick, they coach dental practice owners every day how to succeed financially. In this episode, we discuss the headwinds dentists face to be truly profitable, including reimbursement rates, taxes, bad advice, poor debt management, and misunderstandings about dental finances. Paul’s team, known as “Team Zen”, shares what they are seeing on the front lines of dental practice ownership and how to navig...
2022-11-0858 minThe Dental BoardroomLandmines To Avoid When Purchasing a Dental Practice (And More!)Purchasing a dental practice is a complicated process full of potential landmines. In this episode, we interview Joanne Tanner, a 30-year veteran of practice management consulting and dental buyer support services. Joanne and Wes discuss what “due diligence” actually mean when purchasing a dental practice. What reports should be reviewed. What are the indicators of potential opportunities or challenges. What is the difference between financial and clinical due diligence. Whether or not to purchase the AR and how. What’s the cost of losing Delta Premier in-network reimbursement rates. How to approach the employees of the practice as a new de...
2022-10-1453 minThe Dental BoardroomUpside Down Leadership as a Dental Practice Owner: Part 2We welcome back Bob Spiel, coach and practice management consultant. Bob brings his background as an MBA and operations director at fortune 500 companies to help dental practice owner learn how to be exceptional leaders. In his book, “Flip Your Focus: Igniting People, Profits, and Performance through Upside down Leadership,” Bob opens up insights into behaviors of the best leaders. In this podcast, we’ll discuss the key points in his book. Dentists will take away specific principles to consider and apply in their own practice to ignite their teams, their profits, and their performance.
2022-09-0253 minThe Dental BoardroomUpside Down Leadership as a Dental Practice Owner: Part 1We welcome back Bob Spiel, coach and practice management consultant. Bob brings his background as an MBA and operations director at fortune 500 companies to help dental practice owner learn how to be exceptional leaders. In his book, “Flip Your Focus: Igniting People, Profits, and Performance through Upside down Leadership,” Bob opens up insights into behaviors of the best leaders. In this podcast, we’ll discuss the key points in his book. Dentists will take away specific principles to consider and apply in their own practice to ignite their teams, their profits, and their performance.
2022-08-311h 03The Dental BoardroomStudent Loans: The Latest UpdatesJoin us for yet another podcast on changing landscape of student loans. In this podcast, we interview Dan Rooker, CFP, CSLP. Dan specializes in student loan planning for dentists. He works for Student Loan Planner as a leading consultant. Listen in as we talk about the rapidly changing landscape of dental loans this year and we expect for next year. This episode is a follow up from our recent Podcast where Wes discussed various student loan issues. This episode clarifies a few points from that previous podcast and expands into to include the most recent updates.
2022-08-261h 18The Dental BoardroomGrowing a True Multi-Specialty Practice with Dr. Nick MarongiuIn today’s show, we interview Dr. Nick Marongiu. Nick owns and operates a very large, single-location multi-specialty practice in La Jolla California called Scripps Center for Dental Care. We learn about Nick’s journey from Loma Linda, where he graduated in 2010 to stepping into a strong practice in 2013 as a partner and then doubling it by the time he purchased the remaining equity in 2019. With 11 operatories and 10 providers, many of who are specialists, it truly is run as a multi-specialty practice. Learn about how Nick branded his company separate from himself, how he’s working into a position where...
2022-07-281h 35The Dental BoardroomStudent Loan Update: IDR/PSLF Waivers and Student Loan Servicer ChangesStay current with critical changes to the student loan rules in this episode. In it, we discuss how the government is addressing miscounts of payments made toward student loan forgiveness and also ways they’re trying to give you more months counted toward your forgiveness under the IDR and PSFL programs. We also discuss the massive shakeup in those companies servicing your student loans.
2022-06-2830 minThe Dental BoardroomOutsourced Insurance Verification and Billing Everything You Need to Know!One increasing trend in both private and group practices is centralized or outsourced, billing. In this episode, we talk with Alex Gallup (agallup@cosentus.com), Phil Bridges (pbridges@cosentus.com), and Krysten Garduno (Kgarduno@cosentus.com) with Cosentus Business Services. Cosentus provides full outsourced billing services for dental practices. In this episode, we explain what is dental “Revenue Cycle Management” and the inefficiencies found in dental office billing practices. We explore the process of outsourcing dental insurance, the related costs, staff responses, industry trends, practice management software, and various other issues.
2022-06-221h 16The Dental BoardroomJuggling Motherhood and DentistryBeing a great mom can be challenging. Being a great mom while practicing dentistry can be downright overwhelming. How can a dentist who is also a mother manage success in both? In this podcast we interview Dr. Grace Yum, founder of the Mommy Dentist in Business (MDIB) community, a rapidly growing group of moms in dentistry addressing the unique challenges they face. We cover what does “work-life balance” mean for them, where and how are boundaries created between dentistry and family, and we share our thoughts on avoiding “mommy guilt,” the feeling of underperforming as a dentist and mother. If you’r...
2022-06-071h 11The Dental BoardroomThe Stories of Thriving Practice Owners: Dr. Beth BowenWe have Dr. Beth Bowen on this week's episode of the Associates on Fire Podcast. Beth has the unique experience of starting a dental practice from scratch, something we don't see as much of anymore. Beth gives us her first-hand account of what it took to build her dream practice one brick at a time.
2022-05-0254 minThe Dental BoardroomThe Stories of Thriving Practice Owners: Golden Grove DentalIn this week's episode, we have Dr. Mathew Delgadillo, co-owner of Golden Grove Dental on the show. Mat, is one of the youngest practice owners to be on the show. At just 29 years of age, he is running a successful dental operation with his partner Dr. Alice Chun. During the show, Mat covers key points that he and Alice focused on during their search for a dental practice as well as the lessons they've learned during their first year of ownership.
2022-04-2559 minThe Dental BoardroomInvesting In The Modern World: Ep. 2With another quarter in the books, it's time for another episode with PracticeCFO's investment director, Brandon Hobson. In our quarterly investment podcasts, our goal is to bring you our take on the latest economic trends, discuss monetary policy updates, provide our outlook on the markets, and everything else in-between as it relates to investment management.
2022-04-181h 11The Dental BoardroomDental Partnerships: Factors of SuccessWhat makes for a happy “business marriage” between two or three dentists? Why do dental partnerships fail at frequently? Will a dental partnership help me compete more effectively in the dental market? In this episode of the Associates on Fire Podcast, we interview Bob Spiel and Bryton Nield, founders of Dentist Partner Pros (formerly Dentist Hiring Pros). Bob and Bryton spend most of their time helping a single doctor practice owner find, vet, and onboard a partner. They outline the process of partnership formation that leads to a healthy, productive relationship in which one plus one equals three, both in p...
2022-04-1357 minThe Dental BoardroomThe Dental Insurance and Billing Guru - Dr. Travis CampbellToday's guest has a reputation in insurance and billing that precedes him; you may know him as the dental insurance guy or, more simply, as Dr. Travis Campbell. Travis quite literally wrote the book on dental insurance, and you can find a copy of "Understanding Dental Insurance" on Apple's iBooks platform. During our episode, Travis goes into rich detail about common misconceptions in the dental insurance and billing space and provides a number of helpful tips and tricks to get your practices billing system. His new web-based platform is coming out soon, and you can get access to even...
2022-03-301h 08The Dental BoardroomThe Stories of Thriving Practice Owners: La Costa Dental ExcellenceWe're excited to introduce the first episode of our new series "The Stories of Thriving Practice Owners". In this new series, our listeners will get first-hand accounts from practice owners that have dedicated their lives to both clinical excellence and best business practices. Our first episode is a family affair. We have a trio of dentists that are more than co-practice owners, they're a thriving family. I'm excited to introduce you all to the Dankworth family. We have Drs. Stephen, Kimberly, and Piper Dankworth; owners and founders of La Costa Dental Excellence. Stephen and Kimberly built their pr...
2022-03-021h 23The Dental BoardroomInvesting In The Modern World: Ep. 1In this week's episode of the Associates on Fire Podcast, we have Brandon Hobson, the Investment Director of PracticeCFO, on the show. Brandon takes our listeners through the challenges investors face in the modern world and what investment strategies are best suited to navigate our new investment landscape. It's an episode you won't want to miss, and there's something for everyone regardless of your investment knowledge and experience.
2021-11-221h 00The Dental BoardroomUnderstanding Employer Law in a Dental PracticeAs current or future business owner, it’s critical you understand the laws around employment. If not, you run the significant risk of litigation from a current or previous employee. Even the nicest of employees can become legal opponents down the road. In this podcast, we speak with Anita York, an employment law attorney that has worked extensively with dentists. We discuss the traps dentists unknowingly fall into that can cost them hundreds of thousands. We dive deep into wage and hour law, W2 vs 1099, HR due diligence when purchasing a practice, and systems or methods to ensure a st...
2021-11-011h 02The Dental BoardroomThe Power of Virtual Consults: How to Bring Cosmetic Dentistry Into Your Practice Like Never BeforeIn this episode we interview Dr. Brian Harris, founder of Virtual Smile, a software platform and doctor-education group that enables dentists to introduce cosmetic dentistry into their practice on an entirely new scale. Additionally, we have Dr. Weston Spencer on the program. Dr. Spencer is a user of Smile Virtual and member of the Smile Virtual community of dentists. He shares his experience adopting the technology and his path to doubling his collections by redefining his market and brand. For all you dentists beholden to the PPO, this podcast is an absolute must.
2021-10-1856 minThe Dental BoardroomUnlocking the Secrets of Dental Insurance and Billing - Part 1 of 2In this episode of the Associates on Fire podcast we have the wizard of dental insurance and everything that is dental billing, Mr. Ben Tuinei on the show to discuss the secrets that dental insurance companies don't want you to know. Ben's in-depth knowledge is sure to challenge your thoughts on dental insurance, and provide new and refreshing insights that can help your dental practice significantly.
2021-09-2349 minThe Dental BoardroomEverything You Need to Know When Purchasing a Dental PracticeIn this week's episode of the Associates on Fire podcast, our founder and CEO, Wes Read, goes over everything you need to know when purchasing a dental practice. It's a must-listen for any associates and future practice owners out there that want to avoid costly missteps and set themselves up for great success.
2021-06-211h 05The Dental BoardroomThe Secret to Converting Over 85% of Full Arch Dental Implant CasesIn this weeks episode of the Associates on Fire podcast we have two very special guests on the show, Dr. Howard Feffer, and his all-star daughter, Stacy Feffer. The topic today is such a fascinating one, and it's also one that has the power to create the practice and life you've likely been dreaming of for years, and one that drives real, sustainable profitability. I'm talking about case acceptance, but not in the boring or unproductive way you've likely heard it before. Right now, if you all took a hard and honest look at your conversion rates on higher-end...
2021-05-1751 minThe Dental BoardroomBuilding a Killer Cosmetic Dental PracticeAre you interested in building a cosmetic dental practice? If so, tune in to this episode. Dr. Todd Snyder started his practice with the sole focus of building a preeminent cosmetic practice. He’s learned so many great lessons along the way and shares some of his key take-aways of his formula with us. This formula goes beyond cosmetic clinical training. It focuses on communication, mindset, and life. If you’re interested in cosmetic dentistry, get ready to fire it up with this one.
2021-03-2958 minThe Dental BoardroomBuilding or Remodeling the Dental Practice of your Dreams Starts with this Episode!In this week's episode of the Associates on Fire Podcast, we have the author of DentalEase and CEO and founder of Denco Construction, Steve Anderson. Steve began his construction career in 1984 and founded Denco Construction in 1997. During his career, he has helped over 1,000 dental professionals build or remodel the office of their dreams. Every dentist out there knows that specialization in their field is important, and Denco Construction has embraced that completely by building out a team of individuals dedicated to building and remodeling dental practices; and it’s through these years of experience in dental that provided Steve th...
2021-03-2658 minThe Dental BoardroomLearning the Legal Side of DentistryIn this week's episode of the Associates on Fire Podcast, we have dental attorney and CEO of Acquire Dental Law, Matthew Odgers, on the show to walk our aspiring dental practice owners through the legal aspects of purchasing a practice. Matt also gives our listeners a taste for how his company is leveraging technology to change the dental industry's legal landscape for the better. One of our goals in this episode is to strip out the fancy legal jargon and deliver plain English explanations around the legal aspects of purchasing a dental practice. As our man Einstein said, if...
2021-03-0255 minThe Dental BoardroomDropping In-Network Delta PPO and Family Partnerships with Dr. Robert JungmanIn this weeks episode of the Associates on Fire podcast, Dr. Jungman walks us through the experience of buying into his parent’s dental practice and then dropping Delta Dental In-Network PPOs. Today his practice is more profitable and enjoyable than ever before!
2021-01-1854 minThe Dental BoardroomNew COVID19 Legislation: What does that mean for dentists?President Trump signed into law on December 27, 2020 the Consolidated Appropriations Act, 2021. This law revised certain provisions in the CARES Act and allocated funds for a new round of PPP funding. In this podcast we'll discuss some of the key provisions that affect dental practice owners.
2021-01-1337 minThe Dental BoardroomMust-Avoid Mistakes as a Practice Owner with Dr. Kevin KennyIn this episode of the Associates on Fire program, Dr. Kevin Kenny shares about the mistakes that opened his eyes to the world of practice ownership. Harsh realities that new dental practice owners everywhere are still learning the hard way. Dr. Kenney wants you to avoid those same mistakes by getting the education he was missing early on. In spite of those mistakes, Dr. Kenny grew his practice to be a top-performing dental practice as measured by any standard. And he’s the founder of the Patriot’s study club that boasts of over 100 active members. Buckle up for some...
2020-12-231h 28The Dental BoardroomLearning the Real Estate Side of DentistryIn this week's episode of the Associates on Fire Podcast, we have a special guest, Colin Carr. Colin is the CEO and founder of CARR Healthcare Realty. CARR is the nation's leading provider of commercial real estate services for healthcare providers and is one of the only real estate provider dedicated exclusively to tenants and buyers. In this episode, Colin gives our listeners an in-depth view of how dentists and other medical practice owners should navigate the real estate side of their practice ownership journey. He goes over important topics such as market evaluation, site selection, purchase vs. lease...
2020-12-1435 minThe Dental BoardroomManaging your Dental Student Loans with Travis Hornsby from Student Loan PlannerIn this week's episode of the Associates on Fire podcast, we have Travis Hornsby on the show. Travis Hornsby is the owner of Student Loan Planner, one of the most popular resources for student loan education and resources. Travis gives his insights on proposed legislative changes under Biden's administration that could impact student loan borrowers, and how borrowers should navigate the current student loan landscape, as well as how the proposed changes could affect the economy at large. Travis also gives an overview of what income-driven repayment plans may be right for you and some of the key differences...
2020-12-021h 10The Dental BoardroomLife and Disability Insurance Every Dentists Should HaveIn this week's episode of the Associates on Fire podcast, we have Brian Leet. Brian is a non-captive insurance broker with many years of experience in the industry. Brian's been working with dentists and dental specialists since he started in the insurance industry. He shares his insights for how dentists should navigate one of the most critical financial planning elements of their career, insurance.
2020-11-1658 minThe Dental BoardroomEmbezzlement Identification and Control Guide for your Dental PracticeIn this week's episode of the Associates on Fire podcast, we have CEO and founder of Prosperident, David Harris. Prosperident is the world's oldest and largest firm investigating financial crimes committed against general dentists and dental specialists. David shares several embezzlement stories his firm has uncovered and goes through a number of methods to identify at-risk areas for embezzlement in your dental practice.
2020-11-091h 04The Dental BoardroomFinancial Independence in 10 Years - The Journey of Dr. Jared LeeIn this week's episode of the Associates on Fire podcast, we have Dr. Jared Lee and his wife Kristin on the show to discuss their journey toward their 10-year goal of financial independence. Dr. Lee and his wife give a great perspective on important course corrections and their move to Juneau Alaska in search of a great (though challenging) opportunity.
2020-11-041h 09The Dental BoardroomA Blueprint for Finding and Growing your First Dental Practice by over 50% in Year OneIn this week's episode of our Associates on Fire podcast, we have Dr. David and Kristin Kelly on the show. The Kelly's share their blueprint for finding and growing their first dental practices' collections by 50% and the net profit by 100% in the first year of ownership.
2020-10-2640 minThe Dental BoardroomNavigating the PPO Landscape with Nick PartridgeIn this week's episode of the Associates on Fire podcast, we have Nick Partridge on the show. In this podcast, we tackle the subject of PPO contracts. PPO contracts are becoming increasingly prevalent in dental practices. Insurance contracts are complicated, and dentists often leave large sums of money on the table because they don't configure their PPOs effectively. We talk with Nick Partridge, founder of Five Lakes Dental Solutions, on managing PPOs in the dental practice to maximize financial outcomes.
2020-10-191h 14The Dental BoardroomInnovation, Build Out, Virtual Consults and More with Dr. Weston Spencer DDSIn this week's episode of the Associates on Fire podcast, we have a long-time friend and client, Dr. Weston Spencer, on the show. Dr. Spencer opens up about his early days as a practice owner and touches on areas where new practice owners can really THRIVE and make a difference in their new dental practice's long-term success!
2020-10-121h 10The Dental BoardroomGrit, Leadership, Culture, and Acquisitions with Dr. Landon Libby and his Wife Nichole.In this weeks episode of the Associates on Fire podcast, we talk with Dr. Landon Libby and his wife and right arm in the practice, Nichole Libby. In five years they've purchased three dental practices, rolling each new practice into their own. Through leadership and culture management, they've built a premier practice. Listen and learn how they did it.
2020-10-051h 09The Dental BoardroomBuilding a Holistic Dental Marketing Plan for your PracticeIn this weeks episode we have the owner of Dental Game Plan, Josh Summers. Dental Game Plan is a holistic dental marketing company dedicated to the dental space, and Josh gives us an in depth look at how to design and execute a holistic marketing plan for your dental practice. Get ready, because there is a ton of great information in this podcast for our practice owners out there!
2020-08-3143 minThe Dental BoardroomSingle Doctor "Nuts-and-Bolts" Dental Practice Owner Sells for $1,850,000. How'd he do it?In this episode of our Associates on Fire podcast we talk with Bob Marcus, former practice owner that ran a $2,000,000 single-doctor nuts-and-bolts dental practice with 50% profit margin. He shares with us his secrets of success. Also on the show is Darren Kaberna, practice management coach with Accelerate My Practice to share his insights in practice growth.
2020-08-261h 13The Dental BoardroomAcquiring and Managing a High Quality Orthodontic Practice with Dr. Chad FosterIn episode 3 of the associates on fire podcast series we have guest and client, Dr. Chad Foster, join us for an in-depth perspective of what it takes to run a successful orthodontic practice.
2020-08-1839 minThe Dental BoardroomAssociates on Fire: Igniting our Podcast SeriesTime to ignite dental associates! In this opening podcast, we lay out what the Associates on Fire program is all about. We discuss the challenges and opportunities early-career dentists are facing and provide our insight on how dental associates can fire up their pathway to success.
2020-08-0549 minThe Dental BoardroomA Buyers Story Every Dentist Should Listen to with Dr. Tim GarofoloIn episode 2 of the Associates on Fire program we have Dr. Tim Garofolo as our guest. To say Tim's early days as a practice owner were eventful is a dramatic understatements. We believe every early stage dentist should listen to this incredible story of getting knocked down and then picking oneself back up and finding their way to unbelievable success.
2020-08-0555 min