The Dental Amigos: Recent Episodes

The Dental Amigos

Friendship, collaboration and education for the dental profession. Dentistry can be a lonely profession without good friends. The Dental Amigos hope to serve as a resource for dentists and those who like, love or spend time with dentists, and to bring the dental world together for the RIGHT reasons–fun, friendship and (practical) learning inside and outside of the operatory.

DENTAL AMIGOS with Ann Miller by The Dental Amigos

This week, the Dental Amigos welcome Thad Miller, Founder, CEO, and Dental Transition Advisor of DDSmatch. Thad is a nationally recognized dental industry leader with more than 30 years of experience helping dentists navigate practice ownership transitions. Through DDSmatch, he has helped facilitate over $1 billion in practice sales while building one of the largest dental transition networks in the country.In this episode, Thad shares his journey from dental industry veteran to founder of DDSmatch and discusses why successful practice transitions require much more than finding a buyer. He explores the importance of early planning, understanding all available transition options, evaluating DSO and private buyer opportunities, maintaining clean financial records, building trust throughout the process, and creating a legacy-focused transition that benefits sellers, buyers, teams, and patients alike.To learn more about Thad Miller and DDSmatch, visit www.ddsmatch.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.Links Mentioned in This Episode:• DDSmatch: https://www.ddsmatch.com• Match Play Podcast: https://www.ddsmatch.com/match-play-podcast

Resources. She is also a black belt coach for the Dental Success Institute. Dr. Kassmel is a successful multi-practice owner, speaker, coach, and entrepreneur who helps dentists create profitable, systemized practices while building fulfilling lives outside the operatory.In this episode, Summer shares her journey from clinical practice owner to business leader and mentor. She discusses the importance of intentional hiring, building a strong culture through clear values and expectations, leveraging outsourcing and automation to reduce team burnout, and using practice metrics to successfully grow associate dentists. Summer also explains how thoughtful leadership and strategic planning can help practice owners scale while maintaining profitability and work-life balance.To learn more about Summer Kassmel and Ladder5 Mentorship, visit https://summerkassmel.com/.Additional Resources: Instagram: https://www.instagram.com/drsummerkassmel/ LinkedIn: https://www.linkedin.com/pub/dir/Dr.+Summer/Kassmel/us-0-United-States Ladder5 Mentorship: https://summerkassmel.com/ Ladder5 Webinar Registration: https://products.summerkassmel.com/registration-pageListeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcomeJason Tanoory, D.M.D., dentist, founder, speaker, coach, and host of The Dental Lighthouse Podcast. Dr. Tanoory is a nationally recognized dental leader focused on practice growth, leadership development, clinical mentorship, and helping dentists build scalable, people-centered organizations.In this episode, Dr. Tanoory shares his journey from private practice owner to coach and mentor for growing dental organizations. He discusses associate recruitment and retention, leadership development, mentorship models for young dentists, personality and culture assessments, burnout prevention, and how dentists can build systems and leaders that allow practices to grow beyond dependence on the owner-doctor.To learn more about Dr. Jason Tanoory and his podcast, visit The Dental Lighthouse or email him at jason@thedentallighthouse.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com, and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome JJ Littrell, Co-Founder and COO of Tuatara, a dental partnership consulting firm that specializes in supporting dentists build, grow, optimize, and transition multi-doctor private practices JJ blends big-picture strategy with a people-first approach to help dental practices grow with confidence and is known for making complex partnership concepts clear and approachable through practical analogies.In this episode, JJ Littrell shares her journey from hospitality and finance leadership into co-founding Tuatara, and how those experiences shaped her approach to dental partnerships. The discussion centers on her “Partnership MythBusters” series, breaking down common misconceptions about dental partnerships—including money expectations, associate vs. partner roles, timing of partnership planning, and why exit planning is essential. The conversation highlights how most partnership issues stem from misaligned expectations and lack of upfront structure, and how intentional planning can create stronger, more sustainable professional relationships.To learn more about JJ Littrell and Tuatara, visit https://www.growwithtuatara.com or reach out to her directly at jj@growwithtuatara.com.Links mentioned in this episode:https://www.growwithtuatara.comListeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

utm_campaign=11-2025-dentalamigos• LinkedIn: www.linkedin.com/company/thepracticecompanies• Instagram: @thepracticecompaniesListeners who want to reach Paul can do so at Paul@DentalNachos.com, and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Mustafa Shah-Khan, DDS PA, Founder of Simplify Dentistry, Key Opinion Leader (“KOL”) for Komet USA, and practicing general and restorative dentist in Charlotte, North Carolina. Dr. Shah-Khan is a nationally recognized author and advocate for independent dental practitioners, focused on clinical excellence, operations, and entrepreneurial growth.In this episode, Dr. Shah-Khan shares his journey from clinician to community builder and discusses the shift from owning a dental practice to building a true dental business. The conversation explores associates, DSOs, financial mindset, entrepreneurship outside the operatory, and how dentists can design careers with more autonomy, balance, and long-term freedom.To learn more about Dr. Mustafa Shah-Khan and Simplify Dentistry, visit:Website: https://www.simplifydds.comFacebook Group: https://www.facebook.com/share/g/16CznwDdEx/YouTube: https://youtube.com/@simplifydds?si=c4S00rM4_zk-hiP9Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Karl Koerner, DDS, MS, Adjunct Associate Professor of Oral Surgery at Roseman College of Dental Medicine. Dr. Koerner is a leader in dental education, training general dentists in oral surgery and providing humanitarian care..In this episode, Dr. Koerner shares his journey from providing care in a general practice to focusing on global dental education. He discusses the crisis of underserved patients, the importance of proper training for extractions, efficient surgical practices, case selection, and mentoring the next generation of dentists.To learn more about Dr. Koerner and his upcoming in-person course in Utah on February 26th, visit https://koernercenter.com/event/c3-feb26/ or connect with him onsocial media:• Facebook: https://www.facebook.com/kcsidentaleducation• Instagram (KCSI): @kcsieducation• Instagram (Dr. Koerner): @drkarlkoerner• YouTube: @KoernerCenterListeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

index=1To learn more about Paul and Dental Nachos, visit https://www.dentalnachos.com/ or connect through his educational platforms and resources.Listeners who want to reach Paul can do so at Paul@DentalNachos.com, and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Jaclyn Nona, CEO, Co-Founder, and Marketing Strategist of Clever Dental Co. Jaclyn helps dental practices implement effective in-house marketing and social media strategies, empowering dental practices to build authentic brands and stronger patient connections.In this episode, Jaclyn shares her background in communications and her journey collaborating with dentists on their dental marketing strategies and working in the dental industry which began in 2013. She focuses on how in-house marketing can transform dental practices. She explains why social media is underused in dentistry, how training existing staff to manage marketing saves time and money, and how authentic, in-house content builds patient loyalty, staff retention, and community reputation.To learn more about Jaclyn and Clever Dental Co., visit www.cleverdentalco.com or connect with her on LinkedIn https://www.linkedin.com/in/jaclyn-nona-7b9424314/.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Sharon Bleiler, DMD, practicing dentist and co-founder of Team Care Dental, and her husband Colin Ambler, MBA, business strategist and software architect behind the platform. Together, they transformed their 14-chair practice in Jenkintown, Pennsylvania into a model of team-driven growth and innovation.In this episode, Sharon and Colin share their journey from building a start-up dental practice to launching Team Care Dental, a platform that empowers staff through real-time incentives, performance tracking, and culture-building tools that drive profitability and engagement.To learn more about Sharon, Colin, and Team Care Dental, visit www.teamcaredental.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Dr. Bob “Dee” Dokhanchi, seasoned private practice dentist, tech advisor, and founder of the Facebook group Dentistry in General. A passionate advocate for transparency and grassroots reform, Bob brings energy and insight to the future of dentistry.In this episode, Bob shares his journey from clinical honors at Loyola to leading advocacy efforts within the ADA. He discusses DIG-A-PALOOZA , food insecurity among dental students, the licensing compact debate, and the challenges of selling to DSOs—all with his signature “fuzzy math” clarity and entrepreneurial fire.To learn more about Bob and Dentistry in General, visit https://dentistryingeneral.com or join the Facebook Group: https://www.facebook.com/share/g/16J7DacEYY/Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Joe McGonigal, dental industry veteran, sell-side advisor, and Partner at DDSmatch. With over 20 years of experience, Joe specializes in guiding dentists through successful practice transitions across the Mid-Atlantic region.In this episode, Joe shares his journey from broker newcomer to trusted advisor, and dives into the evolving landscape of dental practice valuations, the impact of DSOs, and the critical role of clean data and strategic guidance in closing high-stakes transitions.To learn more about Joe McGonigal and DDSmatch, visit ddsmatch.com or reach out to him directly at jmcgonigal@ddsmatch.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Diwakar Sinha, founder, CEO, and healthcare finance strategist at Polaris Healthcare Partners. With over two decades of experience in dental sales and acquisitions, practice growth, and capital sourcing, Diwakar brings deep insight into the evolving landscape of group dentistry.In this episode, Diwakar shares his journey from traditional banking to strategic consulting and explores how younger dentists and multi-practice owners can scale responsibly, retain associates through equity partnerships, and navigate middle-market lending without defaulting to DSO sales.To learn more about Diwakar and Polaris Healthcare Partners, visit polarishealthcarepartners.com or reach out to him directly at diwakar@polarishealthcarepartners.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Stephanie Mapp, DMD, dental consultant, speaker, and founder of “Mapp Your Practice.” With over 30 years of clinical and business experience, Dr. Mapp helps dentists navigate PPOs, practice transitions, and sustainable growth strategies.In this episode, Dr. Mapp shares her journey as a multi-practice owner navigating financial and legal adversity. With the knowledge gained from this experience, she now empowers dentists to rethink PPO participation, associate hiring, and practice profitability with clarity and resilience.To learn more about Dr. Mapp and ”Mapp Your Practice,” visit www.mappyourpractice.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

Episode 143 – Dr. Rihan Javid: How Remote Teams Are Transforming Hiring in the Dental Industry by The Dental Amigos

Episode 142 - Deren Flesher, DDS: Financial Fitness, Freedom & Life Beyond the Operatory by The Dental Amigos

This week, the Dental Amigos welcome Alex Nottingham, founder and CEO of All-Star Dental Academy, for a dynamic and thought-provoking conversation about what it really takes to build and lead a high-performing dental team. Drawing on his experience as a business leader, speaker, and coach, Alex shares practical insights on reducing costly staff turnover, improving team training, and creating a culture of accountability and care.Alex breaks down why dentists often get in their own way when it comes to leadership—and how shifting from manager to visionary can transform their practices. He also talks candidly about the value of coaching, what makes dental events impactful (or not), and why most dentists are surprisingly great on the phone.From building onboarding systems to getting buy-in from your team, this episode is full of real-world advice for practice owners who want to work smarter, not just harder.To learn more about Alex and explore All-Star Dental Academy’s free resources and training programs, visit https://www.allstardentalacademy.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com, and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

Episode 140 – Dee Fischer: Leading with Heart, Building with Systems, and Succeeding in Private Practice by The Dental Amigos

This week, the Dental Amigos welcome Harold Gornbein, Co-Founder partner of Apex Reimbursement Specialists who has over 30 years of experience within the dental insurance industry. Harold has worked in sales and account management for Ameritas, Dental Benefit Providers, PacifiCare Health Systems, and United Concordia, as well as his own employee benefits agency. His wealth of industry knowledge, experience, and relationships provide Apex clients crucial strategic guidance on credentialing management, UCR Fee analysis, dental billing, and fee schedule analysis and optimization. Apex’s services help to position dental practices at the head of the negotiating table for higher paying fee schedules potentially producing thousand’s more in revenue without additional chair time.In this episode, Harold discusses PPO fee negotiation, insurance verification, collection rates, the importance of transitioning practice ownership with proper credentialing and the value of outsourcing to reimbursement specialists. He emphasizes the significance of annually updating UCR fee schedules to maximize revenue at your practice. Harold also discusses the significance of insurance compliance when transitioning practice ownership and the benefits of outsourcing billing to professionals like Apex, which can save practices significant costs and improve efficiency. To get in touch with Harold and his team, visit apexreimbursement.com or email him directly at harold@apexreimbursement.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Brannon Moncrief, the Principal and CEO of McLerran & Associates, who specializes in providing sell-side advisory to large dental practice owners seeking to monetize their businesses in private buyer sales or DSO transactions. Brannon has personally facilitated the sale of over 1,000 dental practices and is widely considered to be an expert on DSO affiliations.In this episode, Brannon offers his insight on the “DSO vs. private doctor buyer” debate, emphasizing the importance of defining personal, professional, and financial goals before making a decision. Brannon draws on his extensive experience to help listeners understand concepts like EBITDA and the different types of equity to help listeners understand highly complex and often confusing DSO offers. Finally, Brannon discusses the challenges of internal succession planning and his long term strategies for facilitating a smooth transition into retirement.To get in touch with Brannon and his team, schedule a free, confidential discovery call here: https://dentaltransitions.com/contact-us/. Brannon can also be reached directly at brannon@dentaltransitions.com or (512) 660-8505.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, coming back for his second show appearance, the Dental Amigos welcome Dr. Cliff Moore, a former Navy dental officer, dental practice owner and ultramarathon runner. For over 10 years, Cliff has dedicated himself to serving his community through his efforts giving back to veterans, providing over $35,000 in free dental care and raising more than $75,000 through an annual ultramarathon event. His passion for service, endurance sports, and dentistry reflects his lifelong commitment to making a meaningful impact.In this episode, Cliff discusses his strategy for balancing his practice, family, and athletic pursuits, emphasizing the importance of setting boundaries to ensure a balanced life. He chats with Rob and Paul about how finding a cause one is passionate about, as he is with community involvement and fundraising for veterans, has a positive impact on his practice and personal fulfillment. By sharing his experience with veteran-focused charities and the impact of his fundraising efforts, Cliff encourages all dentists to find small ways to give back to their communities and use their platforms to help others. To get in touch with Cliff and his team, visit MooreDentalLewisCenter.com. You can also find him on Instagram @LC_dentist.To make a donation to Cliff’s upcoming ultramarathon fundraiser on May 3, 2025 for STRIVE, a suicide and trauma reduction initiative for veterans and first responders, click here: https://buckeyefunder.osu.edu/project/46100?utm_source=social&utm_medium=social&utm_campaign=med_donor-event_fy25_strive-tribute-relayListeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome Mike Slattery, a Managing Director at Crown Tenant Advisors, a boutique healthcare real estate firm. Mike has over ten years of experience in the healthcare industry working with young dentists to find the perfect location and space to start their dream practice and with assisting established dental practices relocate, expand, and purchase property. Mike offers a results-oriented approach through analysis, tenacity, strong negotiation skills, and customer focus. In this episode, Mike discusses the start-up site selection process, emphasizing the importance of analyzing demographics and market competition in chosen areas to ensure that they fit the vision and goals of the practice. He then emphasizes key concessions to negotiate with the landlord, including tenant improvement allowance, free rent, permitted transfers, and renewal options. Mike also discusses critical risk mitigation language to be negotiated at the letter of intent (LOI) phase to protect the dentist, including relocation and exclusive use clauses. To work with Mike and his team, visit crowntenantadvisors.com or call him directly at (619) 306-5048.Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

This week, the Dental Amigos welcome immigration attorney Wendy Castor Hess to explore how dental practices can navigate the complicated world of hiring foreign-trained dentists. Wendy is a partner at Landau, Hess, Simon, Choi, and Doebley, and has over 42 years of experience in Immigration Law. She is fluent in Spanish and serves as counsel to the Mexican Consulate in Philadelphia. Wendy advises institutions across healthcare, education, and technology industries, and also represents individuals in family-based cases. She has been recognized repeatedly as one of the Best Lawyers in America, including “Lawyer of the Year” for Immigration Law in Philadelphia. In this episode, Wendy shares her insight on OPT (Optional Practical Training) for F1 student visas and the challenges involved with the H-1B visa lottery. She also discusses the process of obtaining green cards through the PERM labor certification process, and what practice owners need to know to avoid costly mistakes. Wendy emphasizes the need for dental practices to work with immigration specialists to navigate these complexities and ensure compliance with U.S. immigration laws.To learn more about Wendy Castor Hess and her immigration law services, visit lhscimmigration.com or email her directly at whess@lhscimmigration.com.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

This week, the Dental Amigos welcome David J. Goodman, CPA, a partner and Dental Practice Solutions Team Leader at PFK O’Connor Davies Advisory, LLC. David has over 35 years of experience working with a client base of individuals and closely held businesses. Before joining the PKFOD, David was Managing Director of LB Goodman. He is a member of the Academy of Dental CPAs and the Practice Valuation Study Group. He is a licensed CPA in New Jersey, New York and Florida, and a frequent contributor to Dental Economics magazine on practice and financial management.In this episode, David discusses the dental industry trends he observed in the last year. He highlights an overall increase in labor costs, but also the benefits for practice owners who invest in long-term employee retention and staff morale. David then discusses the different financial planning strategies that he recommends for independent dentists with one or two practice locations versus those that he recommends for his clients who run complex multi-location practices. Each year, David Goodman and his team synthesize their dental industry data in their Dental Practices by the Numbers report, which you can download here for more high-level analysis of dental industry financial trends. You can also find him at pfkod.com or reach out to him directly at dgoodman@pfkod.com.Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Episode 133 – Mark Costes, D.D.S. on High-Level Practice Ownership and Philanthropy by The Dental Amigos

Episode 132 - Josh McSpadden, Co-Founder of the PracticeFinder App by The Dental Amigos

This week, the Dental Amigos welcome Alan Stern, D.D.S, recipient of the 2023 Nifty Award for “Most Inspirational Dental Professional.” Alan works with dentists who are looking to create a workplace that is productive and profitable and a life that is rewarding and meaningful. As a speaker, Dr. Stern conducts presentations for dental groups focused on redefining what it means to build a better team and rekindling a passion for what matters.Dr. Stern discusses his journey from disillusionment to fulfillment as a dentist, reflecting on his initial struggles after graduating from dental school, including financial difficulties and a lack of patient acceptance. He shares his personal “AHA!” moment, when he realized the value of gratitude and perspective and their impact on revitalizing his clinical practice. Dr. Stern offers his advice to young dentists facing the same issues, urging them to find community and mentorship.To get in touch with Dr. Stern or schedule a virtual coffee chat with him, visit his website at www.betterricherstronger.com or send him an email at alan@betterricherstronger.com. You can also check out his book, Enjoy the Ride: Lessons for the Quest to Live a Joyful, Profitable Life in Dentistry.Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

This week, the Dental Amigos welcome Valerie Woo, D.M.D. entrepreneur, pediatric dentist, and dental consultant. She leverages her extensive experience to consult, guide, and mentor dentists, helping them transform chaotic practices into thriving, well-organized businesses. She integrates leadership, marketing and operational systems into customized programs, providing strategic guidance that is both practical and compassionate. Dr. Woo discusses her journey from the beginning of her career as a pediatric dentist, to growing her practice and selling to a DSO. Then, she and the Amigos talk about her use of personality assessments to better understand one’s strengths and how they align with the demands of practice ownership. Dr. Woo emphasizes the importance of personal growth and challenges, outside perspectives, and accountability.To get in touch with Dr. Woo or schedule an initial discovery call with her, visit her website www.drvaleriewoo.com. You can also find her on Instagram @drvaleriewoo.Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

This week, the Dental Amigos welcome Rebecca Herring, a specialized dental coach and Vice President of the Denver Dental Professional Learning Network. With over 25 years of dental industry experience, Rebecca guides and empowers dental teams to unlock their full potential through developing office management systems and work environments. In doing so, Rebecca has transformed dental practices through her personalized coaching by improving workflow, strengthening team relationships, reducing errors, and increasing overall production. One of the main ways Rebecca helps transform dental practices is through the use of virtual assistants, implementing a new, more efficient way for office staff to handle patient relations.Listeners who want to reach Rebecca or employ her services can do so at Rebecca@YourTDCoach.com or call her at (720) 880-8444. If you are interested in implementing a virtual assistant, Rebecca offers a complimentary consultation to discuss your practice needs and can facilitate an introduction to Reach, a virtual assistant company, that currently provides a $500 discount off the first month of service with Rebecca’s introduction. If you prefer to connect directly with Reach, you can email boe.larsen@reach.com and if you mention Rebecca’s name and this podcast Reach is currently offering $500 off the first month.Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Paul Etchison, D.D.S. is the author of two books on dental practice management, a dental coach, the owner of a $6 million group practice in the south suburbs of Chicago, and the host of the Dental Practice Heroes Podcast.This week, the Dental Amigos host Dr. Etchison and they discuss strategies for growing and expanding your practice. Through creative planning and scheduling, a practice owner can increase new patient flow and spend less time doing practical dentistry and more time running the business. Dr. Etchison offers strategies for building a team that an owner can trust to run his/her practice in the same way that the owner would run the practice. From bringing on the first associate dentist to delegating responsibilities to empower owners to focus on elements of practice ownership that they enjoy, Dr. Etchison coaches his clients to grow professionally, financially, and personally.Listeners who are interested in Dr. Etchison’s coaching can schedule a call with his team at dentalpracticeheroes.com. Stream the Dental Practice Heroes Podcast on Apple Podcasts or Spotify. Check out his books, Dental Practice Hero: From Ordinary Practice to Extraordinary Experience and Dental Practice Hero II: The Sequel: How a 3 Day Work Week Can Give You the Life You Want. You can connect with Dr. Etchison on Instagram at @dr.pauletchison, Facebook, or LinkedIn.Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com. ‍

Soraya Safi, D.M.D. is a coach and mentor to dental students and associate dentists. She helps associate dentists maximize the flexibility and freedom of choosing associateship over ownership and coaches them on how to overcome the isolation that often comes with such a challenging job, all while effectively navigating professional relationships and developing their dental skills after completing their formal education.While associateship may not be viewed as a long-term career choice for many dentists, Dr. Soraya Safi emphasizes that associateship doesn’t have to be just a step on the road to practice ownership. Not every dentist wants the long hours, risk, and responsibility involved with owning his/her own practice. In this episode, Dr. Safi discusses the importance of a good associate employment agreement, strategies to build trust with patients and staff, and the opportunities for continuing education and coaching that are available to associates. Listeners who are interested in Dr. Safi’s coaching can book a free consultation with her at drsaficoaching.com. Check out her Instagram @theforeverassociatedentist or email her at drsafidental@gmail.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com. ‍

This week, the Dental Amigos welcome returning guest Stephen Trutter, the CEO of Ideal Practices, a leading consulting firm for dental start-ups. Ideal Practices follows a proven process to guide dentists through every step of opening their start-up. Stephen Trutter has helped launch nearly 1,000 dental start-ups in his 20-year career.Stephen discusses how to position yourself for a smooth transition into practice ownership starting as early as when you are an associate. He emphasizes the importance of understanding and negotiating the restrictions contained in your associate agreement that could impact and limit your future career. Then, he offers his insight into the “acquisition vs. start-up” debate. Finally, Stephen highlights the importance of proper real estate negotiation.Listeners who are pursuing ownership through a start-up can visit IdealPractices.com to explore their consulting services, learn from Stephen’s book, “The Startup Dentist: From Idea to Opening Day”, or register for Ideal Practices’ two-day Startup Practice Blueprint Seminar. Also be sure to check out Stephen’s podcast, The Startup Dentist Podcast. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com. To hear more from Stephen and the Amigos, listen to our first podcast with Stephen here https://thedentalamigos.com/2018/05/30/episode-6-defining-success-in-dentistry-with-amigo-stephen-trutter/

The Dental Amigos welcome DDSmatch’s Joe McGonigal, a dental industry veteran with over 20 years of experience helping dentists plan and execute successful practice transitions in both doctor-to-doctor and DSO affiliated transactions. As a “sell-side” advisor who focuses on the Greater Philadelphia area, New Jersey, Delaware and Connecticut, Joe helps clients maximize practice value, identify carefully vetted and qualified buyers, and efficiently manage the transition process. Joe McGonigal joins the Amigos for a conversation about the current practice transition landscape. He discusses how the DSO model for practice valuation, which focuses on cash flow over a percentage of collections, has increased purchase prices even in doctor-to-doctor sales. Joe discusses other factors that impact the final purchase price, including location and detailed, accurate financial record-keeping. Joe offers insight on how the right broker can add value to a practice transaction, and the importance of maintaining a structured, professional process for such a significant event in a practice owner’s career. Listeners who are looking for a highly qualified, dental-specific practice broker to help with their transition can visit DDSmatch.com. To reach Joe directly, please send him a message at jmcgonigal@ddsmatch.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

The Dental Amigos are back! Rob and Paul discuss recent developments in the dentistry world regarding the prohibition of covenants not to compete in the employment context by the Federal Trade Commission (“FTC”). This federal non-compete ban by the FTC has been controversial spurring lawsuits that challenge the constitutionality of the ban, resulting in a court order that stopped the FTC from enforcing the ban. The FTC is considering an appeal. While some states have banned non-competes within their states, the prohibition on a federal level remains controversial and will continue to play out. With most associate agreements containing non-competes that prevent dentists from providing competing services within a specified geographic area both during an associate’s employment and for a period of time after leaving employment, this issue is getting a lot of attention in the dental world. The Amigos discuss the value of a non-compete, the limitations that a non-compete ban would impose, as well as the impact that a ban would have on the greater economy. The Amigos also discuss what’s happening with DSOs. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

n the fourth episode of The Dental Amigos’ fifth season, “Assembling a Group Practice,” Rob and Paul discuss key differences between growing a DSO “de novo” (as a start-up) and by acquiring existing practices. They dive into pros and cons of both strategies, such as how branding is often more consistent in a DSO that grows its practice “de novo” and how a DSO acquiring existing practices benefits from having an existing patient database. Then, the Amigos discuss external factors, like the economy and region, that may factor into a DSO’s decision as to whether to pursue a “de novo” or acquisition approach. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In the third episode of The Dental Amigos’ fifth season, “Assembling a Group Practice," Rob and Paul discuss the logistics of offering an associate equity in a DSO. The Amigos begin by explaining the reasons why DSOs frequently offer associates equity, such as to increase associate retention and to garner associate loyalty. Then, they discuss considerations that associates should weigh prior to accepting an equity deal. Which type of equity is being offered? Is the compensation worth the restrictive covenant that accompanies it (which is likely more restrictive than the covenant in a non-equity deal)? In this episode, Rob and Paul offer important advice for practice owners to consider for their associate agreements and for associates to keep in mind prior to signing associate agreements. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In the second episode of The Dental Amigos fifth season, Assembling a Group Practice, Rob and Paul discuss different strategies that DSOs employ to acquire financing for their group practice ventures. The Amigos identify different factors that lenders consider when reviewing loan requests such as liability, risk of default and success with prior dental practice acquisitions. Finally, they discuss unique challenges that DSOs may face when searching for financing.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In the first episode of The Dental Amigos’ fifth season, Assembling a Group Practice, Rob and Paul explain the logistics of a dental support organization (“DSO”), and discuss the variety of ways that group practices are formed. Understanding that DSOs may seem complex and difficult to understand, the Amigos kick-off the season with a breakdown of what group practices are, which services they provide, and how to form them. Finally, Rob and Paul finish the episode with a discussion of the pros and cons of dentists working with DSOs and the role DSOs may play in the future of dentistry. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In the final episode of The Dental Amigos’ fourth season on buying a dental practice, Rob and Paul discuss critical issues buyers should consider when buying a dental practice and planning for the transition of the practice following the purchase. First, the Amigos outline strategies to help new owners facilitate a smooth transition for the remaining staff. Then, Rob and Paul elaborate on the seller’s role post-closing and during this transition period. Finally, they caution listeners on common mistakes they see first-time and veteran buyers make when creating a game-plan for their practice transition.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

In this episode of The Dental Amigos’ fourth season on buying a dental practice, Rob and Paul discuss common mistakes that buyers make with practice acquisitions regarding purchasing the real estate. While buyers often view the option to purchase real estate as an opportunity, the Amigos caution that it could be a liability. Tune in and learn why Rob and Paul suggest that buyers think twice before purchasing real estate and what buyers can do instead. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this episode of The Dental Amigos' fourth season on buying a dental practice, Rob and Paul discuss how a buyer can create a healthy working relationship with a practice seller, the importance of establishing the seller’s role after closing, and the implications of certain terms that the seller may request or demand in a purchase agreement . How long should a seller stay on after the practice is sold? Will the seller come back after the sale of a practice to finish work that the seller has already started? How much of the purchase price should be allocated to goodwill? The Amigos will discuss these issues and more in this episode of The Dental Amigos. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this episode of The Dental Amigos, Rob and Paul help listeners understand how to conduct due diligence when buying a dental practice. The Amigos know that due diligence can seem daunting to buyers and that it may be difficult for buyers to know where to start. With this in mind, Rob and Paul break due diligence down into three main categories: financial, operational, and legal. Using these three categories, The Amigos explain what to look out for during each stage of due diligence, identify who buyers need on their team and discuss when buyers should on-board these key players. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

Rob and Josh Salzer FTC Restrictive Covenants Webinar by The Dental Amigos

In the third episode of Season 4, the Dental Amigos discuss common misconceptions about the negotiation process and establishing a letter of intent when buying a dental practice. Rob and Paul give a working definition of a letter of intent and emphasize the importance of buyers having strategic communications with sellers during the initial stages of negotiating the purchase of dental practices. The Amigos also explain to listeners how to navigate the non-binding nature of a letter of intent. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this episode of The Dental Amigos, Rob and Paul discuss the logistics of finding a dental practice to purchase. The Amigos start this episode by explaining the importance of bringing a broker onto the buyer’s team as early in the process as possible, and then they focus on how to leverage key networking strategies to help find a dental practice. They propose a realistic timeline for potential buyers to expect when buying a practice and expand on how long buyers should anticipate each step of the process taking. Finally, they caution listeners on different reasons deals can die and ways to prevent it from happening.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

The Dental Amigos are back for Season 4, where they’ll dig into important aspects of buying a practice, plus they’ll be tipping off listeners to some common mistakes that they’ve seen time and time again in their many collective years of assisting buyers with dental practice acquisitions. With Rob’s experience as a dental-focused attorney and Paul’s experience as a dentist and dental broker, they’ll be providing listeners with holistic advice on how to select the best practice to purchase. In this first episode of the season, Rob and Paul dive right into what to look for and what to avoid when buying a dental practice. They caution listeners on potential red flags to spot early on in a deal, discuss space concerns, review ideal price ranges and offer their own anecdotal advice on finding the right fit when choosing a practice.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In the eighth episode of this season of The Dental Amigos, Rob and Paul discuss how the ownership of real estate can affect the relationship between business partners. First, the Amigos discuss the importance of shared decisions in a partnership, which sometimes can go awry if partners do not have an equal share in the ownership of the real estate. Then, Rob and Paul confer about forming partnerships in start-up dentistries, and discuss why it may not be a good idea to do so due to real estate ownership considerations and other factors.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this episode of The Dental Amigos, Rob and Paul discuss some of the financial, clinical, and legal due diligence that buyers and sellers should conduct prior to entering into a partnership. First, Rob explains why it’s so important for the buyer to obtain a projected cash flow analysis. Then, Paul discusses some key considerations that buyers should keep in mind when conducting clinical due diligence. And finally, the Amigos summarize important issues that sellers should consider before agreeing to finance a transaction. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this episode of The Dental Amigos, Rob and Paul give listeners a bird's-eye view of the buy-in/partnership process from conducting due diligence to negotiating a letter of intent to closing the transaction and beyond. They also explain why it's so important to engage professional advisors such as a CPA and attorney to assist with the deal and when to get them involved. Finally, Rob summarizes the purposes of several key contracts that are generally required to consummate the buy-in/partnership. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this episode, the Amigos discuss how practice owners and/or associates can come across buy-in/partnership opportunities. Rob and Paul tackle this by focusing on three distinct types of opportunities: 1) finding a third-party individual who is not already involved in a practice; 2) taking an associate who has been at a practice for a few years and making the associate a partner; and 3) hiring an associate with the expectation that partnership will be in the near future. Don’t miss the great tips and insights that Rob and Paul share to help you find the perfect fit as you enter the world of partnership. Listeners who want to reach Paul can do so at Paul@RMontgomery-Law.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this fourth episode of this Dental Amigo’s season, Rob and Paul answer a vital question relating to partnerships, when is the right time? The Amigos identify and discuss crucial characteristics of an employee/owner relationship that may lead to a successful partnership, or in some cases, a not so successful partnership. Whether you are just entering the world of associateship or have been a practice owner for years, this podcast is instructive for those considering partnership and focuses on a range of reasons why it may or may not be the right time to pursue partnership. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this third episode of this Dental Amigos season, Rob and Paul discuss key considerations that associates and their employers should keep in mind before they agree to partner with each other. First and foremost, the Amigos chat about the importance of confirming that the practice can financially support two owners. Then, Rob and Paul propose several questions that associates should ask their employers before proceeding with the partnership. And finally, the Amigos explain why sometimes the best partners may be those who have already worked together in the practice setting.Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this second episode of The Dental Amigos’ third season on buying into a practice and bringing on a partner, Rob and Paul discuss an opportunity that many associates are presented with: DSO partnerships. Although these offers can seem enticing, DSO partnership agreements often contain provisions that chain associates to the practice by making it very difficult for them to leave from both a legal and business standpoint. The Amigos discuss these provisions as well as how it can be difficult to determine exactly how much money an associate would make from the prospective partnership. They then discuss why it’s critically important to identify an exit strategy prior to signing a DSO partnership contract.

Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

The Dental Amigos are back once again for a third season in their new format. In this season, Rob and Paul cover some of the business, legal, and financial considerations that buyers should keep in mind when buying into a practice, as well as those that practice owners should think about when bringing on a partner. The topics they’ll discuss in the upcoming episodes will include DSO partnerships, due diligence concerns, partnering in the practice where you associate, and much, much more. In this first episode of the season, Rob and Paul talk about the practical issues that can make or break a partnership, key provisions in partnership agreements, and financing considerations for buy-ins.

Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

Tune in as Rob and Paul finish up their latest season of Dental Associate Agreements from an Employer’s Perspective where they answer important questions many practice owners ask as they enter the world of associateship. What makes this episode special? Rob and Paul focus their discussion on topics that are relevant to everyday practice ownership and these topics have been provided by our own listeners. You won’t want to miss the Amigos’ thoughts on key issues for practice owners, including:

When is the right time to let an associate go? How to correct an associate’ work after the associate leaves What to do when an associate is “afraid of dentistry.”

This isn’t the last of the Amigos! Rob and Paul will be back shortly with a third season where they focus on the “ins and outs” of buying into a practice and bringing on a partner. Stay tuned!

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this second-to-last episode of the Dental Associate Agreements from an Employer’s Perspective season, the Amigos discuss what practice owners need to know about restrictive covenants. Rob and Paul discuss why a robust restrictive covenant is critically important to protect the value of the goodwill of the practice. Then they explain what it means for a restrictive covenant to be “reasonable” and why that matters. Finally, Rob elaborates on what he means when he says that “bigger isn’t necessarily better” when it comes to restricted areas.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this eighth installment of the Dental Associate Agreements from an Employer’s Perspective season, the Amigos discuss something that many practice owners often wonder– what should they do when their associate decides to leave the practice? Rob and Paul explain how planning proactively to efficiently find a replacement associate can make for a smooth transition. They recommend that practice owners create concrete onboarding procedures to quickly train the new associate. And finally, the Amigos discuss what steps practice owners should take to prevent a “bad breakup.”

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this 100th episode of The Dental Amigos podcast, Rob and Paul discuss how practice owners can cultivate their associates’ skills in order to grow the practice and improve patient care. They talk about the fundamental clinical procedures that every associate should be able to do unsupervised, how practice owners can teach their associates these procedures through active mentorship, and which continuing education (CE) courses practice owners should encourage their associates to take to expand their associates’ skill sets.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

Looking to hire an associate? Check out the Dental Amigos latest episode where they discuss how practice owners can find the best associate to fit the needs of their practice. Paul has been a dental practice owner for many years, so you won’t want to miss the great strategies he shares, including the importance of spending money to make money, as well as a few additional ‘free’ ideas. The Amigos also emphasize the importance of being creative, being authentic and searching for quality candidates when bringing on an associate for your practice.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

The Dental Amigos are back with a fifth episode of their Dental Associate Agreements from an Employer’s Perspective season, where they discuss the all-important topic in any employment relationship- compensation. Rob and Paul focus on helping practice owners realize that they should create an agreement that is clear and understood by both the employer and their new associate so that everyone is “on the same page”. The Amigos emphasize that practice owners were once young associates too and although it is important to make money in the short term, taking the time to build relationships and a strong team will ultimately make for a better work environment, which will then lead to more money and success in the long term. The Amigos conclude that in the end, if an associate seems to meet a practice owner’s expectations, the associate will most likely be a good fit for the practice.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this fourth episode of The Dental Amigos, Rob and Paul discuss the importance of classifying an associate correctly, whether as an independent contractor (“1099”) or an employee (“W-2”). Rob explains it is not up to a practice owner to simply decide whether an associate will be considered an independent contractor or not. Instead, there are state and federals laws and regulations, that determine such classification. As a practice owner, it can be easy to get wrapped up in the day to day of practice ownership and not think about the consequences that may arise from improper classification. Rob and Paul focus this episode on making practice owners aware of what could go wrong if they don’t take the proper steps when it comes correctly to classifying and treating an associate as either an independent contractor or employee.

Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

In this third episode of the Dental Associate Agreements from an Employer’s Perspective season, Rob and Paul discuss the skills and experience that practice owners should look for when hiring an associate. Paul, who has hired ten associates since he became a practice owner, leads the discussion on how an employer will know if an associate is a good fit. Finally, the Amigos chat about the importance of making sure that the practice owner’s goals and expectations align with those of the associate.

Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this second episode of the Dental Associate Agreements from an employer’s perspective season, the Amigos dive into one of the most controversial topics in associate agreements as of late- term and termination. In the recent years, the playing field has changed dramatically, and the Amigos talk about the impact these changes have had on practice owners. Rob and Paul explain the fine line between protecting yourself as an employer and “winning” when it comes to contract negotiation. The Amigos talk about the potential consequences of “winning” a negotiation and what that could mean for your practice. In addition, Rob and Paul explain the differences between termination “for cause” and; “without cause” as well as the nuances of giving notice of termination. Lastly, you won’t want to miss the Amigos help practice owners understand the importance of engaging, participating, and personalizing each agreement; because in the end, you will be working with this associate on a day-to-day basis.

Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

The Dental Amigos are back for a second season in their new format and are flipping the script by exploring Dental Associate Agreements from an employer’s perspective. In this first episode of the new season, the Amigos discuss when an employer should hire an associate and, more importantly, why they should hire an associate. Rob and Paul chat about how employers can either hire proactively or reactively and what to be aware of in each instance. The Amigos raise a variety of questions to think about:

Are you looking ahead and ready to become a mentor?
What work will you need to do to bring on an associate?
What are some of the costs that you’ll incur when bringing on an associate?
Did your associate of several years just quit and you need a replacement as soon as possible?

As an employer, you should ask yourself these questions and think, why am I hiring an associate? Do I want this, or do I need this?

Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.

In this tenth episode of the Dental Associate Agreements from an Associate’s Perspective Season, the Dental Amigos polled new and seasoned dentists to identify (and then answer) important “new dentist questions” to help prepare recent grads who are interviewing or starting their first jobs. Tune in and find out what questions new dentists have about being an associate in the “real world” of dentistry. Don’t miss the opportunity to hear experienced dentists share what they wish they knew prior to entering the field of dentistry. The goal of this episode is to increase your success and reduce your stress by helping you to understand the right questions to ask in an interview and helping you to understand key issues in an associate agreement to determine whether an agreement is right for your professional goals. Spoiler Alert! There’s more to come from the Amigos! In the upcoming second season, the Amigos flip the script and look at associate agreements from an employer’s perspective. The Amigos share what is important for employers to be aware of as they enter into the world of associateship. Stay tuned!

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

In this ninth episode of the Dental Associate Agreements from an Associate’s Perspective season, Rob and Paul discuss the best ways for associates to track their compensation to make sure they are being paid what they are due. The Dental Amigos begin by explaining how guarantees and draws factor into an associate’s compensation. Then, they discuss the importance of reviewing and keeping records of day sheets. Finally, the Amigos discuss how best to navigate tricky dental management software to ensure associates are being compensated appropriately.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

In this eighth episode of Dental Associate Agreements from an Associate’s Perspective Season, the Dental Amigos examine the idea of “clinician awareness” to help prepare new practitioners for their professional journey. The Amigos share their thoughts and experiences on how to approach and move through the interview process, as well as alternatives of the dreaded “clinical working interview” and other tips to help make an informed decision about whether a job opportunity is suitable both personally and professionally.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

In the seventh episode of the Dental Associate Agreements from an Associate’s Perspective Season, the Dental Amigos discuss differences between working for DSOs and owner operators, especially when it comes to the actual associate contract. The Amigos chat about restrictive covenants, liquidated damages, notice provisions, termination clauses, and fringe benefits and some common differences between associate contracts with a DSO and with an owner operator that they’ve observed . Learn how purposeful awareness driven decision making can help guide a dentist to make the right choice throughout a dentist’s career. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

In this sixth episode of the Dental Associate Agreements from an Associate’s Perspective season, the Dental Amigos tackle one of the most hotly contested topics in associate contracts: restrictive covenants. Rob and Paul explain the different types of non-competition and non-solicitation covenants and how they affect an associate’s ability to practice dentistry. They discuss why it is vitally important for these covenants to be precise and well-defined in associate agreements to prevent conflicts and possibly costly litigation. And finally, the Dental Amigos answer a big question looming in nearly every associate’s mind— are restrictive covenants enforceable?

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Join the Dental Amigos in their fifth episode of season 1, Dental Agreements from an Associate’s Perspective Season, as they explore different ways to avoid the traps associated with Term and Termination clauses in your Employment Agreement.

Rob and Paul discuss how there is much more to terminating a contract than telling your employer you want to leave. The Amigos discuss the differences between terminating “for cause” and “without cause” and how better to be prepared for what’s to follow. In addition, Rob and Paul provide answers to questions you may have as you read through an employment agreement. What does it mean if a contract has a liquidated damages clause? What if an associate gives the required advance notice within an employment agreement, but the practice terminates you on the spot? How will an associate get paid after giving notice? Allowing yourself to have the knowledge on what questions to ask in an interview, as well as getting professional advice once you’ve received a contract, will help you to enter an agreement with your eyes wide open.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com

In this fourth episode of Dental Associate Agreements from an Associate’s Perspective Season, the Dental Amigos discuss the difference between being an employee and an independent contractor, as well as the risks and benefits of both.

Rob and Paul start off by touching on what it means to be treated as an employee, or in other words, a “W-2” and what it means to be treated as an independent contractor, which is often referred to as a “1099.” They also discuss what an associate should look for and/or expect when entering into each type of arrangement. The Amigos speak in general terms about properly handling taxes whether you are a W-2 or 1099 and how to be fully prepared when it comes time for tax season. In addition, the Amigos discuss the fact that the government has certain criteria and full control over whether an individual is considered a W-2 or 1099, as well as the potential ramifications which may come along with being misclassified. Lastly, Rob and Paul explain additional, so-called “risks” which go along with being a 1099 and how having a trusted CPA by your side when considering taking a position as an independent contractor may be just as important as getting your associate agreement reviewed by an attorney prior to taking any position.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

In this third episode of Dental Associate Agreements from an Associate’s Perspective Season, the Dental Amigos discuss “compensation” and everything to be aware of as it relates to an associate’s first employment agreement.

The Amigos discuss 3 typical compensation methods, percentage of collections, percentage of production and a fixed salary. Rob and Paul explain the pros and cons of each method, how better to protect yourself through an agreement with each, as well as how one option may be a better fit than the other. Most importantly, the Amigos chat about the “why” behind daily minimums and how they can be a crucial part of compensation for a new associate. Lastly, the Amigos touch on how benefits, such as vacation, malpractice premiums and continuing education play a role in associate compensation. Rob and Paul bring to light when to expect these types of benefits, especially as a full-time associate, and when to not let them be a make-or-break issue in deciding whether to take a particular job.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

In this second episode of Dental Associate Agreements from an Associate’s Perspective Season, the Dental Amigos discuss “contractual awareness,” especially as it relates to an associate’s first employment agreement. The Amigos discuss how most contractual problems are preventable if the associate knows what a contract says, understands the context and ramifications of the language, clarifies any ambiguities, and is made aware of and understands the ongoing obligations that it imposes.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

The Dental Amigos are shifting to a slightly different format for the content of their episodes going forward for the near future. More specifically, they’re going to be doing collections of shorter episodes that explore different areas of interest (“Seasons” if you will): associate agreements, partnerships and buy-ins, acquiring a dental practice, selling a dental practice, growing a group practice and start-ups. Even though these seasons and episodes will be primarily geared toward a specific audience, the episodes will still contain lots of general interest information and, from time to time, the Amigos will tackle some off-topic subjects. With that in mind, Rob and Paul are going kick off the first Season by discussing dental associate agreements from an associate’s perspective over the next ten, or so, episodes.

In this first episode of this Season, the Dental Amigos talk about when and how new dentists should start looking for a job, Paul lists his top questions that all associate dentists should be asking their potential employers and the Amigos discuss how dentists can build a solid team of counselors and advisors to assist them with this stressful process.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Jared Duckett and Bill Ladd are CPAs, partners and co-founders of Duckett Ladd, LLP, a dental-focused accounting firm serving dentists nationwide.

In this episode, the Amigos chat with Jared and Bill about the business and financial steps dentists should consider when preparing to transition into practice ownership, while owing a practice and then when they’re ready to transition out of practice ownership. Since the process can be quite overwhelming, Jared and Bill have formed, in their words, a “6 phase approach” to tackling the dental practice ownership world. Phases 1-3 are considered the ‘pre-acquisition stages’, meaning, what to think of before investing time and money into an office space and/or a practice. Phase 4 concerns what needs to be addressed once a dentist has acquired a practice. Phase 5 is geared towards making sure the practice is growing and profitable. Lastly, Phase 6 concerns considerations when they are ready to sell the dental practice.

Listeners who want to reach Jared can do so at jduckett@duckettladd.com and those who want to reach Bill can do so at wladd@duckettladd.com or visit their website at https://duckettladd.com/ to learn more about their firm.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Rob and Paul are joined this episode by Cliff Moore, a dental practice owner and ultramarathon runner extraordinaire. Cliff explains how he balances raising young kids and training for 50-mile races while simultaneously running his practice. He talks about why it’s so important for busy practice owners to make time to exercise. And he discusses how sharing your passions with your patients and community can help grow your business.

Cliff is a former Navy dental officer stationed with the Marines at Camp Lejeune, North Carolina. During his time in the Navy, he served as the Physical Readiness Coordinator for his battalion. After being honorably discharged, Cliff purchased a practice in Lewis Center, Ohio. In addition to running ultramarathons, Cliff has two young kids and serves as the Ohio Director of the United Dental Brokers of America.

Listeners can email Cliff at cliff@udba.biz, can follow him on Instagram at lc_dentist, and can add him and his amazing workouts and races on Strava @Clifford Moore.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

To watch The Tale of the Million Dollar Dental Practice That Made No Profit for free, click the following link and enter the code 2PAUL: https://dentalnachos.com/product/the-tale-of-million-dollar-dental-practice-that-made-no-profit-rent-for-48-hours/.

To make a donation to Team RWB to support our nation’s veterans, click here: https://www.teamrwb.org/donate-today/.

If all of this isn’t crazy enough, be sure to check out the documentary on the Barkley Marathons (“The Barley Marathons- The Race that Eats its Young”) on Netflix, YouTube or by clicking here: https://barkleymovie.com/.

The Dental Amigos are joined by Mark Seltzer Esq., founder and principal attorney of Philadelphia law firm Seltzer & Associates, P.C., to discuss something that many dentists don’t think about until it’s too late: disability insurance.

Mark provides insight into how to submit well-supported disability claims which anticipate objections from the insurance company and keep you out of court. Then, the Amigos and Mark give suggestions to listeners on what to look for when buying a policy. Finally, they discuss the most common disability insurance mistakes that can prove to be very costly for dentists.

Mark and his firm Seltzer & Associates have dedicated their practice to helping dentists, physicians and professionals who suffer from disabling conditions go forward with their lives. He has been in practice for more than 40 years, has appeared by motion in numerous state and federal courts, and has successfully handled many claims and cases on behalf of impaired dentists, physicians, and professionals around the country.

Listeners who want to learn more about Mark or Seltzer Associates can visit SeltzerLegal.com, email Mark at MarkFSeltzer@SeltzerLegal.com or call (888)-699-4222.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

The Dental Amigos are excited to finally be back in the studio in-person and together. In this episode, Rob and Paul chat about life post-Covid and the importance of in-person work and communication, specifically in the dental industry.

It’s no secret that since March 2020, the world has become a different place, and everyone has had to adapt to a new way of living. Not only did practice owners have to figure out how to handle their own lives, but also find ways to best keep their practice open along with protecting their staff and patients.

In this episode, the Amigos discuss three major themes to help practice owners navigate life post-Covid. First, Paul talks about the changes he made to his own dental practices to adjust to the frequent changes in the laws and regulations concerning the practice of dentistry. Second, the Amigos speak about new trends in dental practice transitions that have become apparent post-Covid and how all dentists can become more educated about their industry. Finally, the Amigos touch on the changes they’ve noticed in associate agreements and what employers and employees should be looking for and thinking about moving forward.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery Law.com.

The Dental Amigos host Gary Salman, Chief Executive Officer of Black Talon Security, to discuss how dental practice owners can prevent cyberattacks and protect their data. Black Talon is a cybersecurity consulting firm that focuses on the dental industry.

Now more than ever dentists have to consider how they can protect themselves and their practices from sophisticated hackers who steal patient data and install dangerous malware. Without proper safeguards, practice owners can find themselves having to shell out millions of dollars in payments and shut down for weeks or even months.

In this episode, the Amigos and Gary discuss how tools like predictive threat intelligence can help protect dental practice computers. They talk about the differences between an IT company and a cybersecurity company. And finally, the team explains why practice owners should educate their employees to create a human firewall that prevents malicious actors from accessing their computers.

Listeners who want to reach out to Gary can email him at gary@blacktalonsecurity.com or call him at 914-600-1256. To learn more about Black Talon Security, you can visit their website at blacktalonsecurity.com or call 800-683-3797.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Paul and Rob are joined by the renowned “Mommy Dentist” Dr. Grace Yum, a pediatric dentist and practice owner who founded the growing Mommy Dentists in Business Facebook group. Dr. Yum is also the host of the Mommy Dentists in Business podcast and the author of #1 Amazon best-selling books Mommy Dentists in Business: Juggling Family and Life While Running a Business and Advice to my Younger Self. She has been featured on The Today Show, NBC Chicago, Parents Magazine, Parenting Magazine, and Chicago Parent Magazine.

The Amigos and Dr. Yum discuss how dentists can use Facebook groups to connect with each other, get feedback, find support, and share their experiences. Dr. Yum gives her insight into how practice owners can manage decision fatigue through delegation and whether or not it’s worth spending money for support with domestic work. Finally, the group talks about the obstacles that female dentists face and how they know when it’s the right time to open a practice.

Listeners who want to reach out to Dr. Yum can email her at drgraceyum@gmail.com, go to her website at mommydibs.com, or join her Facebook group at facebook.com/groups/mommydentistsinbusiness/. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul are excited to host Dr. Cristian Pavel from the Dental Yogis to talk about how dentists can fight anxiety and live more fulfilling lives.

Dental practice owners encounter dozens of obstacles every day which can leave them feeling frazzled and unhappy. Cristian shares some tips with the Amigos on how to deal with these inconveniences and manage stress. Along with Cristian, they talk about how dentists can incorporate yoga, meditation, and breathing techniques into their lives. Cristian explains how implementing a “pre-huddle yoga flow” has improved his practice and the wellbeing of his employees. And finally, Paul, Rob, and Cristian discuss how to create a morning routine to optimize happiness and success.

Dr. Cristian Pavel is one-half of the Dental Yogis Facebook Group. The other half is his fiancée Dr. Danielle Cascioli. Cristian graduated from the University of Illinois College of Dentistry in 2014. He works with his parents in a family dental practice on the Northside of Chicago, and occasionally alongside Danielle on cosmetic cases.

Cristian and Danielle are certified yoga teachers and lead an annual vitality retreat for dentists. They enjoy coaching, traveling, working together on smile transformations, and celebrating all of life’s splendors. Their mission is to empower dentists to become health and wellness leaders and to bridge the gap between yoga and dentistry. In essence, to influence mindful dentistry— implementing the practices to create a pain free, low stress approach to practicing dentistry and living life.

Listeners who want to reach out to Cristian can email him at dentalyogis@gmail.com or visit his website at dentalyogis.com.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

The Dental Amigos host Olivier Cantin, the owner and co-founder of performance marketing agency B1 Strategy, to discuss tips and tricks that dentists can use to grow their practices and attract high-value patients.

Too many dentists are stuck utilizing outdated marketing techniques and overused stock photos to advertise their practice. Together with Rob and Paul, Olivier explains how dentists can leverage innovative tools such as social media to show their personalities and attract new patients. Next, the Amigos discuss the importance of “reducing friction” for new patients by making simple changes like adding online bookings and automated appointment reminders. Finally, Olivier tells listeners his formula for how to make an effective sales pitch to wary patients.

Listeners can follow Olivier on Twitter at "oliviercantin" or message him on Facebook at facebook.com/marketingwitholiver.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul were happy to host Shane Simmons from Crimson Media to discuss how dentists can grow their practice and stand out in competitive marketplaces through digital marketing. Shane is the founder and CEO of Crimson Media, a company based in Fishers, Indiana which helps dental practices attract new patients using online marketing. He is an expert storyteller and two-time Emmy Award winner. With his innovative storytelling techniques, Shane helps clients “build freedom in their practice.”

Many potential patients are reluctant to visit the dentist because they are afraid of uncomfortable procedures or have had bad experiences at prior dentists. Rob, Paul, and Shane discuss how dentists can transform these expectations and attract new patients by sharing positive experiences using digital storytelling techniques such as testimonial videos. These techniques help practices show what makes them unique and how they have improved their patients’ lives.

The Amigos also discuss the importance of omnipresent marketing. Prior to deciding which practice they should visit, patients seek information from several sources including family and friends, social media, online directories, and the practice’s website. In order to grow their practice, dentists should build name recognition and form relationships with potential patients by marketing on all these numerous platforms.

Finally, Shane breaks down the importance of search engine optimization (SEO) in attracting new clients. He explains the three key elements necessary for a practice’s website to appear at the top of search results. Practices who implement these tactics consistently find themselves generating greater website traffic and expanding their business.

Listeners who want to learn more about Shane or Crimson Media can visit www.crimsonmediagroup.com or email info@crimsonmediagroup.com. If you mention The Dental Amigos Podcast, you will receive a free in-depth online marketing analysis for your practice.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Rob and Paul host Shawn Johnson and Lara Blaine of Treloar & Heisel for a very important discussion on insurance products and issues that should be on all dental practice owners’ radar: employer practices liability insurance (EPLI), data breach, and virtual/telemedicine.

In our rapidly changing world, there are so many risks and threats that, now more than ever, it’s important to be properly insured. This is probably best exemplified in the area of HR and employment issues where there have been, and will continue to be, an uptick of hiring and firing decisions being made that will undoubtedly lead to an increase in claims against employers making EPLI an important tool for business owners. In addition, increasing cyber threats and evolving telemedicine component practices make understanding the nature of these claims important and being properly insured against them something that every practice owner should consider.

Shawn Johnson is the Vice President of Business Development for Treloar & Heisel and Lara Blaine is the Manager of the Property and Casualty Division for Treloar & Heisel. Treloar and Heisel provides insurance and wealth management services to dental and medical professionals around the country and for years were known for their work with dental specialists, but over the years have expanded into the general dental world, as well.

Listeners who want to learn more about Treloar & Heisel can visit https://www.treloaronline.com or call them at 800-345-6040.

Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Risk Management are all divisions of Treloar & Heisel, Inc.

Investment Advice offered through WCG Wealth Advisors, LLC a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management has provided wealth management and financial planning services since 2016.

Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

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Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Episode 73 - Frank King, "The Mental Health Comedian," on “how to stay socially distant and sane in the process.” (Part of the Dentist Well-Being Series)

Rob and Paul host Frank King, “The Mental Health Comedian,” a suicide prevention and postvention public speaker and trainer, as well as writer for The Tonight Show for 20 years. Depression and suicide run in Frank’s family and he’s fought a lifelong battle with Major Depressive Disorder and Chronic Suicidality. Frank has turned that long dark journey of the soul into five TEDx Talks and shares his lifesaving insights on Mental Health Awareness with associations, corporations, and colleges.

Rob and Paul chat with Frank about dealing with stress and depression during the COVID-19 era focusing on “how to stay socially distant and sane in the process.” They also discuss how to look for signs in a team member who is suffering from depression and what to do if you detect them and the importance of a self-care plan. This episode is Frank King’s second appearance on the Dental Amigos podcast and another installment of the Dentist Well-Being Series of podcasts that The Dental Amigos will host from time to time.

If you found this episode helpful, be sure to check out Frank’s first appearance on The Dental Amigos podcast: Episode 29 – Frank King, “The Mental Health Comedian” (Part of the Dentist Well-Being Series)

Links and Important Information Mentioned on the Show (and during Frank’s previous appearance):

Suicide Prevention Lifeline: 800-273-8255 or type “connect” to 741741

Frank’s cell number: 858-405-5653

http://www.TheMentalHealthComedian.com

https://www.nami.org

www.MentalHealthFirstAid.com

http://www.facebook.com/thementalhealthcomedian

http://www.instagram.com/mentalhealthcomedian

http://www.twitter.com/theMHcomedian

https://www.youtube.com/thementalhealthcomedian

https://www.linkedin.com/in/frankkingthemhcomedian

Rob and Paul host Eric Cohen, the Founder and CEO of Merchant Advocate which is a firm that helps dentists analyze and manage their merchant services/credit card processing services.

If you’ve ever tried to decipher a credit card processing statement and scratched your head, you’re not alone. In this episode, Rob and Paul go behind the scenes of the merchant services world with Eric Cohen, the “Robin Hood” for dentists (in Paul’s words) about the lack of transparency with merchant services fees and how dentists can save money on their credit card processing fees.

Listeners who want to learn more about Merchant Advocate can visit www.MerchantAdvocate.com, and they can email Pete Eustic, PEustic@Merchant Advocate.com. Be sure to check out The Dental Nachos page for a free, no-obligation, analysis of your existing merchant services fees here: https://dentalnachos.com/merchant-advocate/

Finally, if you’re looking for a laugh, check out this SNL skit on the “benefits” of using cheques: https://dentalnachos.com/merchant-advocate/

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Dr. Scott Drucker, founder of Supply Clinic, the online marketplace for dental supplies, and a practicing Periodontist.

Scott founded Supply Clinic in the Summer of 2014, one year into his residency program and the company has grown to now host 130 dental supply sellers, over 50,000 products, and is used by thousands of dental practices across the country.

In this episode, Rob and Paul chat with Scott about how and why he decided to start the company, the benefits that Supply Clinic offers to its customers and the now popular question about the supply of personal protective equipment (“PPE”) and the current status of challenges in the PPE market during the COVID-19 pandemic and beyond.

Listeners who want to learn more about Supply Clinic can visit www.SupplyClinic.com, and they can email Scott at Scott@SupplyClinic.com.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Dave Monahan, CEO of Kleer, an advanced, cloud-based platform that enables dentists to easily design and manage their own dental membership plan and offer it directly to their patients.

In this episode, Rob and Paul chat with Dave about why a dental practice should consider implementing a membership plan now as part of their COVID-19 recovery strategy, how a membership plan can help patients access the care they need and drive treatment acceptance, the impact that a membership plan can have on dental practice results and best practices for implementing a membership plan (spoiler alert - DIY isn’t one of them).

Listeners who want to learn more about Kleer can visit www.kleer.com, and they can email Dave at Dave@Kleer.com.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

For the inquisitive minds, here are links to the books Dave and Rob mention on this podcast:

“The Membership Economy: Find Your Super Users, Master the Forever Transaction, and Build Recurring Revenue” by Robbie Kellman Baxter: Click here.

“The Automatic Customer: Creating a Subscription Business in Any Industry” by John Warrillow: Click here.

“Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions” by Dan Ariely: Click here.

It’s time to start thinking about and planning for the return of dentistry! Gary Tackas, Brian Hanks, Chad Widensky, Dr. Nathan Ho and Dr. David White join Rob Montgomery, Esq. and Dr. Paul Goodman to share their insights and forecasts as to what dentistry will look like post-COVID-19. Hear their great insights into: Looking at PPO adjustments and discounts as a marketing expense when assessing their value to a dental practice, The belief that patients won’t want to see a different dentist every time they have an office visit, The status of dental practice transition lending, loan deferments and refinancing existing loans as a strategy to improve cash flow, Strategies for structuring dental practice transition deals and whether to expect a shift from a “seller’s market” to a “buyer’s market”, The importance of patient communication, and What dentists should be doing to empower their state dental associations and influence government, & more! Here’s how you can learn more about our guests: Gary Tackas- Check out Gary’s podcast “The Thriving Dentist” at all of the usual podcast places and at www.ThrivingDentist.com Brian Hanks- www.BrianHanks.com and be sure to pick-up a free copy of Brian’s book when you’re there at www.BrianHanks.com/Book Also check out his podcastThe Practice Purchase Podcast in all of the usual podcast places. Chad Widensky- Learn more about Lendeavor at www.Lendeavor.com and you can contact Chad via email at Chad@Lendeavor.com. Dr. Nathan Ho- The Dental WinWin Facebook group and by going to www.EnvisionStars.com Dr. David White- on Facebook at David White, DDS Stay safe! Stay sane! Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

It’s time to start thinking about and planning for the return of dentistry! Dr. Mark Costes; Thad Miller; Allen Schiff, CPA; Tommy Newton and Jerry Jones join Rob Montgomery, Esq. and Dr. Paul Goodman to share their insights and forecasts as to what dentistry will look like post-COVID-19.

Hear their great insights into:

-Distinguishing & focusing on the dental practice’s “three businesses” - before COVID, during COVID, & post-COVID, -Utilizing in-office dental plans, -Recognizing the 3 types of patient COVID mindset & the importance of tailoring communications to each, -Strategies & timing of marketing, -Strategies for discussing rent deferment with a landlord, -The current real estate market, -The importance of patient communication, -What prospective sellers should be thinking about doing to facilitate a practice transition, -The current state of government stimulus programs, & more!

Here’s how you can learn more about our guests: Dr. Mark Costes - https://www.dentalsuccessnetwork.com; and be sure to take him up on his offer for a 45-day free membership: https://www.dentalsuccessnetwork.com/free45/

Instagram: DentalSuccessInstitute; Facebook: Dental Success Institute (https://www.facebook.com/DentalSuccessInstitute/)

Thad Miller - https://www.ddsmatch.com

Tommy Newton - https://www.xiterealty.com and tnewton@xiterealty.com (and you can email Tommy for a copy of a sample letter to a landlord)

Allen Schiff, CPA - www.schiffcpa.com; aschiff@schiffcpa.com and www.adcpa.org

Jerry Jones - www.JerryJonesDirect.com and be sure to sign-up for their newsletter

Stay safe! Stay sane! Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Featuring Alastair Macdonald, Kirk Behrendt, Colin Carr & Vivek Kinra

It’s time to start thinking about and planning for the return of dentistry! Alastair Macdonald, Kirk Behrendt, Colin Carr and Vivek Kinra join Rob Montgomery, Esq. and Dr. Paul Goodman to share their insights and forecasts as to what dentistry will look like post-COVID-19. Hear their great insights into: challenges faced by hygiene programs, bureaucratic costs passed on to dentists, the fallout from “Hot Money” in the dental industry, the need to offer more/different products, the need to focus on all expenses, the future of dental insurance and reimbursements, the need to “get away from the screen” during the constant news and social media cycle, creating “committees” among your team to take the lead on infection control and patient retention, potential opportunities to extend and/or negotiate your office lease, greater leverage with landlords in a shifting real estate market, and more! Here’s how you can learn more about our guests: Alastair Macdonald - Check out the “The 3rd Rail Entrepreneur” Podcast available in all of the usual places. Kirk Behrendt - https://actdental.com/ and here’s a link to get a free copy of the “Ultimate Roadmap to the Other Side of the COVID-19 Crisis for Your Dental Practice” that Kirk spoke of during the podcast: https://www.actdental.com/roadmap or you can text “Roadmap” to 833-605-0868. Colin Carr - https://carr.us/ Vivek Kinra - www.PPOProfits.com and on Facebook Stay safe! Stay sane! Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com. .

Featuring Dr. David Phelps, Jayme Amos, Jonathan VanHorn, Dr. Desiree Yazdan & Dr. Sunny Pahouja

It’s time to start thinking about and planning for the return of dentistry! Dr. David Phelps, Jayme Amos, Jonathan VanHorn, Dr. Desiree Yazdan and Dr. Sunny Pahouja join Rob Montgomery, Esq. and Dr. Paul Goodman to share their insights and forecasts as to what dentistry will look like post-COVID-19. Hear their great insights into: changes in office efficiencies, the cost of heightened infection control, the importance of being focused on the business of dentistry to stay relevant, the unique opportunities for start-up dental practices, grassroots social media marketing, the importance of patient communication, and more!

Here’s how you can learn more about our guests: Dr. David Phelps - www.FreedomFounders.com Jayme Amos - www.IdealPractices.com (To check out Jayme’s new podcast, www.StartUpDentistPodcast.com) Jonathan VanHorn - www.ToothandCoin.com Dr. Desiree Yazdan - Instagram @DrYazdan Dr. Sunny Pahouja - The Dental Investment Facebook Group

Stay safe! Stay sane! Listeners who want to reach out to Paul can do so at paul@dentalnachos.com, those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Rob and Paul host Rob’s colleague, Anna Haslinsky, Esquire, and talk about the latest developments affecting dentists and dental practices during the Coronavirus pandemic: business interruption insurance, office lease provisions, tax relief, unemployment benefits, business/stimulus loans, OSHA, State Board/ADA orders and directives, deferral and forbearance of existing practice loans, malpractice issues and concerns, and more.

Business and Legal Considerations During the Pandemic 10. Office Lease 9. Business Interruption Insurance 8. Tax Relief 7. Unemployment Benefits (for reduced work/hours and independent Contractors???) 6. Business Loans/Stimulus Programs 5. OSHA 4. State Board Directives/ADA Directives 3. Existing Practice Loans 2. Malpractice Insurance Concerns 1. Reality & “Staying Alive”

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com, those who want reach out to Rob can do so at Rob@RMontgomery-Law.com and those who want reach out to Anna can do so at Anna@RMontgomery-Law.com.

Rob and Paul host Rob’s colleague, Anna Haslinsky, Esquire and Ms. Linda Harvey, a nationally recognized healthcare risk management and compliance expert, who assists dentists and their teams in navigating regulatory requirements such as HIPAA and OSHA as well as infection control audits.

Paul, Rob, Linda and Anna talk about the challenges faced by dentists and dental practices during the Coronavirus pandemic: the role and challenges surrounding personal protective equipment (“PPE”) and OSHA, employee sick leave policies and laws, shutdowns recommended by the ADA, state boards of dentistry and state and local governments, safety versus practice preservation and the overall uncertainty in an constantly evolving situation.

Listeners who want to learn more about Linda Harvey can do so at www.LindaHarvey.net and Linda can also be contacted by email at RiskTeam@LindaHarvey.net.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com, those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com and those who want reach out to Anna can do so at Anna@RMontgomery-Law.com.

Rob and Paul host Jerry Jones of Jerry Jones Direct, a membership-based boutique dental marketing and advertising firm focused on patient retention and turn-key new patient solutions, with clients in the U.S. and around the World.

In this episode, Rob and Paul have a wide-ranging chat with Jerry about “decommoditizing dentistry” (or as Dr. Nacho likes to call it, the “Amazoning of Dentistry”) and how owner operators can compete with corporate dentistry. Differentiate or Die! They discuss the importance of differentiating a dental practice and why that matters; how the process, people and place is what differentiates a practice; and why you should invest money, time and effort in a great team because what your patients really care about are you and the people in the practice (they don’t care about procedures). They also chat about how having an interest in your patients will lead those patients to have an interest in you and your practice.

Listeners who want to learn more about Jerry Jones and Jerry Jones Direct can visit www.JerryJonesDirect.com. Listeners who want to receive a free copy of Jerry’s Decommoditizing Dentistry DVD can email him at Jerry@JerryJonesDirect.com. Here’s a link to the book Jerry mentions, Differentiate or Die by Jack Trout and Steve Rivkin: Click here.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

In this episode, Rob and Paul chat about the role of a dental practice broker in a dental practice transition, the value a broker can bring to a deal, what a broker should (and should not) be asked to do, what to look for when hiring a broker and best practices for working with one.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Eric Morin, CEO of Tower Leadership, LLC, a leadership consulting firm focused on teaching dentists how to utilize their practices to create wealth and build a legacy.

In this episode, Rob and Paul have a wide-ranging chat with Eric about: how to improve yourself and your dental practice; the importance of investing/reinvesting in your dental practice; the importance of improving the patient experience; the trap of a dental practice owner looking at his/her dental practice as an income stream rather than as an asset; the importance of trying new things and spending money to make money; why mindset matters; and the “Ceiling of Conformity.”

Listeners who want to learn more about Tower Leadership can visit www.TowerLeadership.com To learn more about Eric Morin, go to www.EricJMorin.com. Listeners should also be sure to check out Eric’s “Dental Wealth Podcast” at any of the usual podcast places and here’s a link to the book mentioned by Eric, The Compound Effect: Click Here.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Live from the 3M booth at the GNYDM 2019, Rob and Paul host Chris Felix of BlueLight Analytics and chat with him about curing light diagnostics and how monitoring the performance of curing lights can lead to better productivity and efficiency in a dental practice. Listeners can learn more about BlueLight Analytics by going to www.BlueLightAnalytics.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Live from the 3M booth at the GNYDM 2019, Rob and Paul host Dr. Joshua Austin and chat with him about managing patient reviews, simplifying composites by utilizing Fil-Tek Universal and how doing so can lead to better efficiency and lower overhead. They also chat about the importance of doing and trying new things in a dental practice. Dr. Austin is a published author and lectures nationally on restorative dentistry and reputation management. He has a monthly column and weekly e-Newsletter in Dental Economics, the most read dental magazine in the world. In the past, Dr. Austin has served as a faculty member in the Department of Restorative Dentistry at UTHSCSA Dental School. In 2009, the Texas Dental Association honored Dr. Austin by naming him Young Dentist of the Year. In 2010, the Texas Academy of General Dentistry named him New Dentist of the Year, the most prestigious award it gives for dentists who have graduated in the previous 7 years. Dr. Austin has earned a Fellowship and Mastership in the Academy of General Dentistry. Listeners who want to learn more about Dr. Joshua Austin can find him at the usual social media platforms (except for Facebook) @JoshuaAustinDDS and be sure to check out his awesome Working Interreferences Podcast at all of the usual places. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Live from the 3M booth at the GNYDM 2019, Rob and Paul chat with James Kachmar of Dentists Disability Specialists about disability insurance- why it matters, its role in a loan for a practice acquisition or start-up, when a dentist should buy it, as well as some insightful discussion about understanding the language of a policy and why all disability policies are not created equally. Jim grew up just outside of Portland, Maine. He is proud to be raising his two boys, with his wife, Amber, in the same area where he grew up. Jim speaks nationally at Dental Schools and conferences about disability insurance and transition planning for dentists. Listeners can learn more about Dentists Disability Specialists by going to www.LLFG.net and Jim Kachmar can be reached via email at James.Kachmar@LLFG.net. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Live from the Benco booth at the GNYDM 2019, Rob and Paul chat with Denise Sabol and Michelle Lee of The Organization for Safety, Asepsis and Prevention about the importance of infection control education, the importance of leadership in training and fostering a culture of safety in a dental practice, strategies for integrating infection control training in a dental practice and how it comes into play in dental practice transitions. They also chat about strategies to integrate infection control training into a dental practice. The Organization for Safety, Asepsis and Prevention ("OSAP") is a dental association dedicated to infection control education. Michelle Lee is the Executive Director of OSAP and Denise V Sabol, RDH BS Med is the Managing Editor of OSAP’s Infection Control in Practice publication. Listeners can learn more about OSAP by going to www.osap.org. Be sure to check out the Infection Control & Practice Newsletter, as well as The Official OSAP Podcast with Michelle Lee on The Dental Podcast Network's Channel One, which is available in all of the usual places. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Live from the Benco booth at the GNYDM 2019, Rob and Paul host Craig Conrardy of OnPharma Onset Buffering System and chat with him about how their injection buffering can improve patient experience, reduce chair time and improve office efficiency. Craig Conrardy is one of the original members of the OnPharma team that created and launched the Onset Buffering System and he currently service as OnPharma’s National Sales & Marketing Director. Listeners who want to learn more about OnPharma can go to www.OnPharma.com and they can also call 877-336-6738. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Chris Cortes of Darby, live from the Darby booth at the GNYDM 2019 and chat with him about impression scanners and how they can increase a dentist’s efficiency and productivity, in addition to improving the patient experience through shorter chair times. The Amigos also chat with Chris about the importance of remaining current and staying relevant in the "Millennial" world, and how doing so can come into play when transitioning a practice. Chris Cortes joined Darby 11 years ago and has been an instrumental part of the company’s capital equipment division. What began with a selection of autoclaves when Chris first started has transformed into a full lineup of innovative equipment and technology from top manufacturers. Two years ago, Chris was promoted to National Equipment Sales Manager, where he continues to drive the evolution of the equipment team and its growing range of offerings. Listeners can learn more about these impression scanners by going to www.Darby.com or they can call 800-645-2310. Chris Cortes can be reached via email at Christopher.Cortes@Darby.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Nicole Perry of CareStack, live from the Darby booth at the GNYDM 2019. The Dental Amigos chat with Nicole about Millennials (the largest generation group in the Country), understanding the profile of Millennials and what they’re looking for in a patient experience, how to get Millennials into your dental practice and what CareStack is doing to help with that mission. CareStack is a complete cloud-based clinical and business management platform designed to maximize practice efficiency. Darby’s great tagline, "Vintage is only cool if it's vinyl," is the perfect backdrop for this episode. Minnesota native, Nichole Perry, fell in love with dentistry as a patient, not a practitioner. In August of 2018 her charisma and commitment to the future of the industry brought her to CareStack, where software is the gateway. Nichole brings a fresh perspective and a passion for bridging the gap from practitioner to the successful business owner to an innovator in the industry. Listeners can learn more about CareStack by going to www.Carestack.com and they can also connect with Nicole Perry on LinkedIn at https://www.linkedin.com/in/nicholeperry3/. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Monica Martinez of Darby’s TechForce division live from the Darby booth at the GNYDM 2019. In this episode, the Amigos chat with Monica about cybersecurity and ransomware- what they mean to a dental practice, what dentists should be doing to protect themselves from cyber-attacks, as well as the importance of training your dental team and the role that insurance and consulting plays in protecting against attacks (spoiler alert- don't DIY this stuff). With over 30 years of experience in the dental industry, Monica began her career as a dental assistant and office manager. After a successful tenure as an independent reseller for practice management and imaging at Henry Schein, she was promoted to the role of Zone Manager, where she led the company’s Digital Technology and Practice Management Division. Monica brought her wealth of experience, success and leadership to Darby, where she serves as Director of Technology and Practice Solutions and leads Darby’s TechForce Division. Listeners can learn more about TechForce by going to www.DarbyTechforce.com and Monica Martinez can be contacted via email at Monica.Martinez@Darby.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Dr. Aeklavya Panjali live from the Darby booth at the GNYDM 2019. In this episode, Rob and Paul chat with Dr. Panjali about Alfa Gate’s Bio-Active implant and why he likes it. Dr. Panjali also chats with the Amigos about the importance of hands-on training for dentists, his mission to make it easier for general dentists to do implants and the importance of simplicity in dental procedures. Dr. Panjali has been lecturing nationally and internationally on dental implants since 1996. He teaches over 30 hands-on classes on implant dentistry within United States each year and also provides training to general dentists and specialists at the New York Implant Institute with an emphasis on hands-on clinical implant training available for doctors needing specialized training as well as an entire series for beginners. Listeners who want to learn more about the New York Implant Institute can go to www.NYimplantinstitute.com, they can call 888-818-9910 and they can also email them at info@NYImplantinstitute.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Travis Hornsby, founder of the Student Loan Planner which is a financial consulting firm focused exclusively on helping people manage their student loan debt. To date, Travis and his firm have personally consulted on over $650 million in student loan debt, which is believed to be more than anyone else in the country. And more importantly, they’ve helped their clients save a projected $120 million which translates to about $47,000 in average savings per client.

In this episode, Rob and Paul chat with Travis about the pitfalls of and best practices for managing student loan debt, including how mismanaging student loan debt can stymie a dentist's ability to get a loan for a practice purchase and/or start-up (in ways that are not necessarily intuitive). Spoiler alert - it’s not a good idea for dentists to DIY student loan debt.

Listeners who want to learn more about Student Loan Planner can visit https://www.studentloanplanner.com/, email them at Help@StudentLoanPlanner.com and check out the Student Loan Planner podcast: https://www.studentloanplanner.com/category/podcast/.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Dr. Brett Gilbert, a Board Certified Endodontist, specialty practice owner, clinical assistant professor in the Department of Endodontics at the University of Illinois-Chicago, College of Dentistry, and lecturer. Brett is also a founder of Access Endo which is an on-line resource for professional development and Endodontic continuing education and training for specialists and general dentists.

In this episode, Rob and Paul chat with Brett about the importance of dentists taking care of themselves, as well as Brett’s personal approach to self-care: his yoga practice, morning routine, meditation and how he uses these to manage the stress of the profession. They also discuss Brett’s recent Access Endo launch, as well as the importance of prioritizing and taking time for professional growth and development.

Listeners who want to learn more about Dr. Brett Gilbert can visit www.DrBrettGilbert.com, email him at bgil32@yahoo.com, check him out on Instagram, @DrBrettGilbert, learn more about Access Endo at www.accessendo.org or watch his YouTube channel: Dr. Brett Gilbert.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host their Texas real estate amigo, Patrick Valentz, a dental industry veteran and founder of Xite Healthcare Real Estate.

In this episode, Rob and Paul chat with Patrick about a wide range of topics from Patrick’s Ironman Triathlon career to what dentists should be considering when doing a ground-up construction project, including the hidden costs and potential pitfalls of real estate development projects, the potential dangers of taking advice from contractors and the importance of engaging real estate advisors and consultants in the early stages of a project.

Listeners who want to learn more about Xite Realty can visit https://www.xiterealty.com or they can email Patrick at pvalentz@xiterealty.com.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Jason Deshayes, CPA, a seasoned certified public accountant with more than 17 years of experience providing tax, accounting, and consulting services to individuals, dental and medical practices and closely-held businesses. Jason works for the accounting firm Elliot Davis and is the leader of the firm’s Accounting Advisory Team in their Raleigh office and is also a leader within the firm's Dental Practice Group.

In this episode, Rob and Paul chat with Jason about best practices and pitfalls with due diligence for a dental practice acquisition: the importance of early engagement with dental-focused advisors, analyzing cash flow, establishing expectations and knowing the parties and understanding the make-up of the practice that’s being sold. Every deal is different and there is no “standard treatment plan” when it comes to conducting due diligence!

Listeners who want to learn more about Jason Deshayes and Elliott Davis’ practice can visit https://www.elliottdavis.com/professionals/jason-deshayes/ or they can email Jason at Jason.Deshayes@elliottdavis.com.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Tom Comerota, founder of DentalStores, an online patient store and in-office dental savings management program. Over the years, Tom has jump-started several companies focused on the sale of dental products and has helped sell millions of dollars’ worth of merchandise.

In this episode, Rob and Paul chat with Tom about how adding and implementing an e-commerce “patient store” to a practice’s website can help boost a practices’ revenue, while also strengthening the relationships with the practices’ patients through meaningful and enhanced patient engagement and improved patient care. We’re not kidding when we say that this is a “must listen” for any practice owner or future practice owner and we think you’ll agree that the potential impact of DentalStores’ offering goes well beyond what is intuitive for growing and improving a practice and can help a dental practice to stay relevant in today’s economy.

Listeners who want to learn more about Tom and/or DentalStores can visit DentalStores.com/DentalNachos (where our listeners can also receive a discount on purchased services) or email him at tom@dentalstores.com.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

It’s the time of the year when associates and practices are scurrying to find one another. Rob and Paul decided to celebrate the joyous season by talking about the “Dos and Don’ts” of associate employment relationships from the perspective of both the practice and the associate. They drill down on what to look for and what to avoid. For associates wanting to learn more, be sure to check out the webinar “Lies, Loans and Life After Dental School” featuring Dr. Nacho and Rob by texting LLL to 444999.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

Rob and Paul host Dr. Lewis Chen, a young entrepreneurial practicing dentist and multi-practice owner who did a ground-floor storefront dental practice start-up in the heart of New York City’s, Greenwich Village while at the same time acquiring a dental practice in Edgewater, New Jersey. Paul and Rob chat with Dr. Chen about his somewhat novel business model, the importance of embracing change in the dental world and keeping ahead of changes in the dental profession, as well as the importance of office culture. Dr. Chen also talks about his penchant for teaching that led to him becoming one of the youngest faculty members at Columbia University College of Dental Medicine and how he has improved himself professionally through teaching.

You can learn more about Dr. Lewis Chen at https://lewischendds.squarespace.com/, you can follow him on Instagram @Dr.LewisChen and you can also email him at lewischendds@gmail.com.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Vivek Kinra, CEO of PPO Profits, a firm solely dedicated to increasing the PPO insurance reimbursements for dentists. In the episode, Vivek speaks with Paul and Rob about best practices for the insurance credentialing and fee schedule negotiation process (including a little-known tip for associates) and how investing in that process can yield returns down the road.

Vivek spent the early part of his career as a computer engineer leading software development teams for some major firms before helping his wife with her dental practice startup in Chicago. After building the business side of that dental practice, he realized that the biggest improvement to the bottom line can be made simply by getting better reimbursements from the PPO insurance companies and he now shares that passion and expertise with dentists around the country.

You can learn more about PPO Profits by going to: www.PPOProfits.com. You can also contact Vivek by email at vkinra@ppoprofits.com or by calling him at 219-309-9383.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Tom Brown, Vice President of Sales and Marketing at LocalMed. In this episode, Tom talks about his Black Belt in “Lean Six Sigma” which is a methodology used to improve business processes by utilizing statistical analysis rather than guesswork that “takes the fear out of decisions.” Paul and Rob also chat with Tom about the LocalMed scheduling solution (how it works and how it can be implemented), as well as the importance of re-allocating human resources away from tasks that can be automated in favor of more constructive activities that can lead to a better patient experience and a more profitable dental practice.

You can get more information and learn about LocalMed by going to: https://dentalnachos.com/local-med-find-a-dentist-and-schedule-online/ or by calling 888-203-7531.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host their amigo, Dr. DeAngelo Webster, a practicing dentist, dental practice owner and the founder of Practice Biopsy. In 2017, DeAngelo began documenting the daily “behind the scenes” process of building and operating his practice which can be followed in the Facebook group Practice Biopsy. Paul and Rob chat with DeAngelo about the importance of books and mentorship for dentists at all stages of their careers, as well as strategies for preparing for practice ownership while still in dental school.

DeAngelo can be reached via email at PracticeBiopsy@gmail.com. To learn more about him and Practice Biopsy, go to: https://www.practicelaunchce.com/p/practicelaunch where you can also find free articles, dental business webinars, dental business book recommendations, as well as an extensive dental business CE for aspiring dental practice owners.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host their British amigo, Dr. Jason Smithson, a practicing dentist in Cornwall, U.K.

Paul and Rob chat with Dr. Smithson about wine, the benefits of working in a group of general dentists with each having a special focus and the importance of “regular dentistry.” They also discuss dental school and dental practice economics and the differences between the U.S. and the U.K. As is typically the case, there’s a good backstory featuring resilience and going beyond one’s comfort zone.

The Dental Amigos are looking forward to hosting Dr. Smithson in Philadelphia at the Union League on September 27 - 28, 2019 where he will speak about the latest in technology and trends in cosmetic and restorative dentistry featuring resin. Click here to learn more and register: https://dentalnachos.com/stec_event/dental-amigos-presents-jason-smithson/

To learn more about Dr. Jason Smithson, go to http://jasonsmithson.com, or follow him on Instagram @ DrJasonSmithson.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Episode 39- The Dental Amigos on the Impact of Bad Agreements and Bad Deals

In this episode, Paul and Rob talk about “when bad agreements come back to take a bite out of your nachos.” How contractual provisions such as restrictive covenants and lease provisions can impact a dentist’s future; the importance of due diligence; and things that can go wrong with buy-ins.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

The Dental Amigos host their amiga Anna Haslinksy, Esquire, a seasoned attorney with Rob’s firm who regularly represents dentists with practice transitions, employment agreements and employee handbooks. In this episode, Anna, Rob and Paul chat about the process of preparing an employee handbook, the importance of practice owners being engaged in the process and the pitfalls of not doing it properly.

Listeners who want to reach out to Paul can do so at paul@dentlnachos.com, Rob at Rob@RMontgomery-Law.com and Anna Haslinsky at Anna@RMontgomery-Law.com

The Dental Amigos are excited to again host their Philly amigo and commercial real estate agent, Brian Madden. In this episode, Paul and Rob peel back the curtain on lease renewals with Brian and chat about the lease renewal process and, most importantly, how and when to start to the process so that you can save money and, in some cases, get free improvements and upgrades to your dental office. This is must listening for anyone with a dental office lease!

If you’re looking for Brian, you can contact him at brian.madden@carrhr.com or through Carr Healthcare Realty’s website at http://carrhr.com.

In this episode, Rob chats with Paul about what he does, why he does it and how he came to be “Dr. Nacho.” Paul talks about how he transformed his local study club and continuing education courses into the electronic and social media presence that they are today. With Paul’s upcoming “New Dentist Boost III, Dentist Team Boost” and Paul’s recent appearance at Mark Costes’ “Dental Success Summit” in Phoenix, Arizona, we thought that this would be a good topic for this week’s show.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Episode 35 - Linda Harvey on Risk Management and Compliance (including HIPAA and OSHA)

Rob and Paul host Ms. Linda Harvey, a nationally recognized healthcare risk management and compliance expert, who assists dentists and their teams in navigating regulatory requirements such as HIPAA and OSHA as well as infection control audits.

Paul and Rob chat with Linda about the importance of having a personalized compliance plan in a dental office (and budgeting accordingly to do so), why it’s “pay me now, or pay me later” when it comes to HIPAA and OSHA compliance and how the level of compliance before a breach can come into play when penalties are assessed.

Listeners who want to learn more about Linda Harvey can do so at www.LindaHarvey.net. Be sure to click on the “Resources” tab to take advantage of the complimentary 15-minute evaluation noted on that page. Linda can also be contacted by email at RiskTeam@LindaHarvey.net.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Dr. Tyler Bond, a practicing dentist, currently serving in the U.S. Navy at Naval Base Kitsap in Washington State and soon to be stationed at Camp Lejeune in North Carolina with the Marines for three years starting in the summer of 2019. Dr. Bond is a 2018 graduate of Midwestern University College of Dental Medicine - Arizona, where he received multiple awards for implant and digital dentistry including the AAID student award and the comprehensive implant dentistry award.

Paul and Rob chat with Dr. Bond about the “military option” for funding dental school, the clinical training benefits of practicing dentistry in the Navy, how his experience at Midwestern University College of Dental Medicine helped jumpstart his career, and the importance of continuing education courses while still a dental student (a Paul Goodman favorite). Finally, Dr. Bond talks about his somewhat unique method for finding part-time associateship positions.

Listeners who want to learn more about Dr. Tyler Bond or reach him can do so at www.TylerBondDMD.com, www.DrTylerBond.com, or by emailing him at DrTylerBond@HappyHealthySmiles.com.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul peel back the curtain of the DSO world with their guest Dr. Andrew Matta who is the Chief Medical Officer & Founding Partner of the North American Dental Group. In this episode, Rob and Paul chat with Dr. Matta about how he got his start in dentistry, how he transitioned into the group practice/DSO world, what the North American Dental Group looks for when doing acquisitions and what he sees for the future of dentistry.

Listeners who want to reach Dr. Andrew Matta can do so by emailing him at DrAndrewMatta@nadentalgroup.com.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

The Dental Amigos host the legendary Dr. Mark Costes for the second time! In this episode, Dr. Paul Goodman and Robert Montgomery, Esquire chat with Dr. Costes about how he developed his group practice, the importance of delegating, how Dr. Costes manages his systems and structures his team meetings, and much more!

For the few of you who have not heard of Dr. Mark Costes, he is a practicing dentist and multiple practice owner, the founder of the Dental Success Institute, Horizon Schools of Dental Assisting, Co-Founder of the Dental Success Network and the author of “Pillars of Dental Success.” In addition, Dr. Mark Costes speaks at dental forums around the world, and coaches successful practice owners to help maximize their profits in his mastermind groups.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host their hometown amigo, Dr. Todd Fleischman, a practicing dentist with a fee-for-service general dentistry practice in Center City Philadelphia. Todd chats with Rob and Paul about his advice for new dentists such as reaching out and meeting dentists, seeking mentors, and investing in themselves with high-level continuing education.

Our listeners can reach Todd via email at doc@centercityphillydentist.com and can also meet him and hear him speak at the upcoming New Dentist Boost Camp III and Dentist Team Boost events in Philadelphia.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

In this episode, Paul and Rob chat about issues surrounding letters of intent in dental practice transitions. What is the purpose of a Letter of Intent (“LOI”)? Why is an LOI important? What provisions should be in a LOI? What are the things to be careful of in an LOI?

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host Frank King, “The Mental Health Comedian,” a suicide prevention and postvention public speaker and trainer, as well as writer for The Tonight Show for 20 years. Depression and suicide run in Frank’s family and he’s fought a lifelong battle with Major Depressive Disorder and Chronic Suicidality. Frank has turned that long dark journey of the soul into five TEDx Talks and shares his lifesaving insights on Mental Health Awareness with associations, corporations, and colleges.

Rob and Paul chat with Frank about the “stressors” that dentists encounter on a regular basis, as well as why depression and suicide are more prevalent with dentists. Frank talks about how to spot depression and suicidal tendencies and what to do if you or someone close to you has those feelings. This episode with Frank King is another installment of the Dentist Well-Being Series of podcasts that The Dental Amigos will host from time to time.

Links and Important Information Mentioned on the Show:

Suicide Prevention Lifeline: 800-273-8255 or type “connect” to 741741

https://www.nami.org

http://www.TheMentalHealthComedian.com

http://www.facebook.com/thementalhealthcomedian

http://www.instagram.com/mentalhealthcomedian

http://www.twitter.com/theMHcomedian

https://www.youtube.com/thementalhealthcomedian

https://www.linkedin.com/in/frankkingthemhcomedian

Born to Be Funny https://www.youtube.com/watch?v=mugOzr6ItFk

A Matter of Laugh or Death https://www.youtube.com/watch?v=IeMg6OFYfU0

Suicide, The Secret of My Success https://www.youtube.com/watch?v=3D4m33DXtsI

Rob and Paul host Dr. Drew Byrnes, a fellow-podcaster and dental practice owner. In this episode Paul and Rob chat with Dr. Byrnes about his passion for fee-for-service dentistry and how he has leveraged dental membership plans to support his fee-for-service business model.

You can email Dr. Byrnes at FFSDentist@Gmail.com. Be sure to also check out his popular podcast “The Fee for Service Dentist” at all of the usual places. Here are the links to the sites that he mentions on our show (don’t forget to enter “Amigos” to get the discount):

DentalMembershipDirect.com

DentalFinancingDirect.com

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

Rob and Paul host their amigo and dental practice start-up guru, Jayme Amos, the founder of Ideal Practices, a highly-regarded consulting firm that works exclusively with dentists doing start-up practices. In this episode, Jayme chats with Rob and Paul about the importance of “vision” in a start-up practice and how that “vision” ties into fulfillment. Jayme also talks about the value and importance of dentists having “values-focused impact” in their communities.

This episode with Jayme Amos is the first Dental Amigos podcast to focus on mindfulness and is part of the Dentist Well-Being Series of podcasts that The Dental Amigos will host from time to time.

If you’re looking for Jayme, you can find him at www.HowToOpenADentalPractice.com and via Email at Jayme@HowToOpenADentalPractice.com. Be sure to also check out his new start-up practice documentary at StartupDentist.com.

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

In this episode, Paul and Rob chat about issues surrounding seller financing in dental practice transitions. What is seller financing? When does seller financing come into play? What sellers and buyers need to be aware of and what they should expect. This is a one-on-one Amigo discussion that you do not want to miss!

Listeners who want to reach out to Paul can do so at paul@dentalnachos.com and those who want reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.

The Dental Amigos host Dr. Erin Elliott, a practicing general dentist and dental practice owner in North Idaho with a special interest in Dental Sleep Medicine and Short Term Orthodontics. Paul and Rob chat with Dr. Elliott about the importance of seeking mentoring and of confidence for young dentists, the importance of working on networking and business skills as an associate and the benefits (and hurdles) of integrating sleep medicine in a general dentistry practice. Dr. Elliott has lectured extensively on this topic and loves to help general dentists extend this life-saving service to their patients. She is an active member of her local American Dental Association, the American Academy of Sleep Medicine, the American Academy of Dental Sleep Medicine and is the past president and a Diplomate of the American Sleep and Breathing Academy. She teaches sleep apnea with 3D-Dentists and Dr. Tarun Agarwal and also privately coaches practices about sleep medicine.

Our listeners can contact Dr. Elliott at ErinElliottDDS@gmail.com, through Facebook @Erin ElliottDDS or through her website ErinElliottDDS.com where they can learn more about her upcoming sleep apnea implementation courses.

The Dental Amigos host Dr. Desiree Yazdan, a leading cosmetic dentist and dental practice owner in Newport Beach, California. Rob and Paul chat with Dr. Yazdan about her authentic (and highly effective) use of social media to promote her practice, ”selfie-ready” teeth, the importance of mentorship, the stresses and challenges she has faced owning her practice and much more. Spoiler alert, you may never get inflight wi-fi again….

Our listeners can contact and follow Dr. Yazdan via Instagram at #dryazdan or via email at drdyazdan@gmail.com.

The Dental Amigos host Dr. David Maconi, a practicing dentist who completed an AEGD residency at East Carolina University where he largely focused on developing skills in implant placement, surgical extractions, and cosmetic dentistry. Dave is currently working in a large DSO practice near Columbia, South Carolina and has recently begun his own charity-based podcast interviewing experts in their respective fields and making donations to charity for each interview.

In this episode, Paul, Rob and Dave chat about the difference between AEGD and GPR programs and the potential benefits that these programs may have for the dentists who complete them: the ability to expand their skills, learn advanced procedures, network with mentors and potential employers, and more. They discuss how these residencies can impact a dentist’s job search as well as the potential economic benefits of these programs for both the dentists who complete them and for their employers.

Our listeners can contact Dave at Maconid91@gmail.com or via Instagram at #Dave_Maconi. To check out his awesome podcast “Brains and Gains” on YouTube at https://www.youtube.com/channel/UCW-PI9YMJ6SXPiqXy2FYfLg.

The Dental Amigos host their amigo Justin Weaver, Esquire, a seasoned attorney who has represented dentists in literally hundreds of dental practice sales and acquisitions, including representing DSOs and clients selling to DSOs. In this episode, Justin, Rob and Paul have a wide-ranging discussion about trends in DSO deals and Justin shares some of his experiences and observations in handling these deals. This is “must listen podcasting” for anyone who’s curious about the inner workings of a DSO transaction! Listeners who want to reach out to Paul can do so at paul@dentlnachos.com, Rob at Rob@RMontgomery-Law.com and Justin Weaver at Justin@RMontgomery-Law.com.

The Dental Amigos host the dynamic duo of Laura Maly and Michael Anderson who are the joint force behind the Wonderist Agency, a full-service, cutting-edge marketing agency for dentists. Laura and Michael chat about trends in dental marketing and emphasize the importance of embracing modern marketing concepts and budgeting for advertising. Other informative topics include: why call tracking is so important, true online appointment scheduling (e.g. LocalMed), as well as live chat and video. Don’t miss this value-packed podcast that will help you grow your dental practice! Our listeners can reach Laura and Michael via live chat at www.wonderistagency.com or via email at laura.maly@wonderistagency.com.

In this episode, Paul and Rob chat about the importance of formal performance evaluations for associate dentists and non-clinical staff. Performance evaluations can be a helpful way to foster professional development, as well as a way to ensure retention of key personnel in a dental practice.

Listeners who want to reach out to Paul can do so at paul@dentlnachos.com and Rob at Rob@RMontgomery-Law.com.

The Dental Amigos host Jonathan VanHorn, CPA, a dental industry-focused certified public accountant and the founder of DentistMetrics who focuses his practice on representing dentists, especially new practice owners. Jonathan is also is the host of the very popular podcast, “Start Your Dental Practice.”

In this episode, Rob and Paul chat with Jonathan and benefit from the perspective of a dental-focused accountant as they tackle the ever popular issue of what to do first - buy a house or purchase/start-up a dental practice. They also discuss considerations surrounding a dental practice owner’s decision of whether to purchase or lease the dental office’s real estate. Paul’s new catchphrase is to remember that “moving is the opposite enjoyment of eating nachos.” Rob reinforces the importance of being purposeful with all dentist life decisions.

Our listeners can contact Jonathan VanHorn at jonathan@dentistmetrics.com or through his firm’s aptly titled website at www.DentistMetrics.com.

In this episode, Paul and Rob chat about case acceptance issues and challenges in dental practice transitions and dig into the nacho plate of how to help new owners communicate with patients after taking over an existing practice. Paul fields Rob’s questions about Paul’s three dental practice acquisitions in the past seven years and the Dental Amigos discuss important issues that come into play with three different types of transitions: when the selling dentist leaves immediately after the closing, when the selling dentist stays on for short period (a year or less) and when the selling dentist stays on indefinitely. Be sure to listen for Paul’s top nacho tips for case acceptance.

Listeners who want to reach out to Paul can do so at paul@dentlnachos.com and Rob at Rob@RMontgomery-Law.com.

The Dental Amigos were happy to host David Harris, Chief Executive Officer of Prosperident, the world’s largest firm investigating financial crimes committed against dentists. In addition to being a good guy, David is a licensed private investigator, a CPA who is “dual certified” in fraud investigation and a tremendous resource for the dental industry. Paul and Rob chatted with David Harris about employee theft and fraud in dental practices: “Needy Thieves v. Greedy Thieves,” the Fraud Triangle and the importance of the distinction between “Delegation” and “Abdication” in dental practices.

Our listeners can contact David Harris at david@dentalembezzlement.com, through his firm’s aptly titled website at www.dentalembezzlement.com or by calling 888-398-2327. David has also graciously made his Embezzlement Risk Assessment Questionnaire available for free through February 28, 2019 for our listeners (regularly a $139.00 value) which can be accessed by clicking the following link:

https://www.prosperident.com/embezzlement-risk-assessment-questionnaire-giveaway-for-dental-nachos/

In this episode, Paul and Rob discuss WHY Paul decided to purchase a second, third and fourth dental practice. Paul talks about the challenges of having additional office locations and the need to be able to make multiple decisions a day and to solve problems in another “dentisting” location. Rob discusses the financial hurdles of having multiple office locations as well as the potential upside when it is done right. This is a one-on-one Amigo discussion that you do not want to miss!

Listeners who want to reach out to Paul about multi-practice ownership can do so at paul@dentlnachos.com and Rob at Rob@RMontgomery-Law.com.

The Dental Amigos were happy to host their first amiga, Lisa Mergens of Ascendant Dental Development.

Paul and Rob discussed with Lisa Mergens her three-prong approach to training dental offices: communication, dentist leadership and office culture. As we all know, dental school does nothing to train dentists on how to be good leaders and manage people. With purpose and planning, dentists can create an office environment that will allow them to thrive, that their patients will enjoy and, last but not least, one in which they enjoy working on a daily basis.

Our listeners can contact Lisa Mergens via her website AscendantDentalDevelopment.com, by email at lisa@lisamergens.com or at 833-876-TEAM. You can also follow her on Facebook and Instagram at Ascendant Dental Development.

The Dental Amigos had an awesome discussion with Dr. Richard Low on a variety of topics that affect new dentists. Dr. Richard Low is a 2015 graduate from Midwestern University Dental School in Glendale, Arizona who completed an AEGD residency with the US Army and is the co-host of the very popular Shared Practices Podcast. In this episode, Rob and Paul talk with Richard about how the military can help a dentist manage debt and receive amazing post-dental school training. Richard shares his observations as to why chairside clinical mentorship and literal clinical hand-holding as a dentist out of school is so important for a dentist’s career. Dr. Nacho and Richard banter about WHY dentists need to have sounding boards to figure out “is this normal?” on a daily basis. Rob and Richard also chat about the difference between asking Facebook friends for advice (which is great) versus professional advisors (which is critical) on “big deal” life choices like buying or starting a dental practice.

Our listeners can reach out to Dr. Richard Low at richard@sharedpratices.com and listen to his fantastic podcast, Shared Practices (www.sharedpractices.com).

The Dental Amigos were excited to host Dr. James Roman , founder of iVelocity Marketing and business consultant to dentists and healthcare facilities. In this episode, Paul and Rob chat with James about the value of real world business mentorship, as well as the shift in patient perception of dental insurance and how that impacts large dental implant cases. James also shares the three areas a dental practice needs to focus on to create implant success: marketing, the sales process and patient financing. James trains offices on-site in systems to enhance case acceptance that includes a two-day treatment presentation which he discusses during the show.

If you’re looking for James, you can find him at jamesroman@ivelocitymarketing.com (https://ivelocitymarketing.com) and the financing company James works with to help dentists reach implant success, Greensky Financial at brett.walisever@greenskycredit.com.

https://www.greensky.com/sponsor/drjamesroman

The Dental Amigos were excited to host Gary Takacs, who is the founder and CEO of The Thriving Dentist Show podcast, dental practice owner and consultant who helps dentists develop their ideal practice. In this episode, Paul and Rob chat with Gary about how he got his unconventional start in the dental field serving as an excellent photocopier and driver, as well as how PPOs can destroy a dentist’s profitability even though they may “feel busier.” Gary also shares the three categories of potential patients without dental insurance and how to focus marketing on this growing segment of the population.

If you’re looking for Gary, you can find him at Gary@TakacsLearningCenter.com (www.TakacsLearningCenter.com) and be sure to check out his very informative podcast when you’re there, the “The Thriving Dentist Show!”

In this episode, Dr. Paul Goodman and Robert Montgomery, Esquire discuss what associates and owners should be doing to track associate production, collections and adjustments, with an emphasis on the importance of daily diligence The Dental Amigos have shared an example of an associate tracker for their listeners here. The Dental Amigos also chat about how positive communication with the administrative team is critical to an associate’s success, and more!

https://thedentalamigos.com

https://thedentalamigos.com/wp-content/uploads/2018/08/Tracking-Associate-Compensation.jpg

In this episode, Dr. Paul Goodman and Robert Montgomery, Esquire review the first New Dentist BOOST Camp that just happened in Philadelphia on August 2-4, 2018. Dr. Nacho from Dental Nachos collaborated with Dr. Greg Charles from Dental Clinical Pearls to train twenty young dentists for three days. The BOOST camp focused on learning how to improve your clinical skills (hands), how to expand your thought process (mind) and how to talk to patients like people (words).

Listen in to The Dental Amigos share how much fun it is when dentists have a cool party and why it’s so important to make new friends at every stage of your life journey. Click here the YouTube link below to see what the new dentists have to say about the New Dentist BOOST Camp and here to find out how to join the next one LIVE or on the LIVE STREAM from the comfort of your own home while eating nachos.

https://www.youtube.com/watch?v=H1WxXkMHDXU

The Dental Amigos were excited to host the legendary Dr. Mark Costes!

In this episode, Dr. Paul Goodman and Robert Montgomery, Esquire chat with Dr. Costes about his start in business: from food truck owner and operator to successful multiple dental practice owner. Dr. Costes also talks about what advice he would give to a third-year dental student hoping to succeed in the ever evolving dental business world.

For the few of you who have not heard of Dr. Mark Costes, he is a practicing dentist and multiple practice owner, the founder of the Dental Success Institute, Horizon Schools of Dental Assisting, Co-Founder of the Dental Success Network and the author of Pillars of Dental Success. In addition, Dr. Mark Costes speaks at dental forums around the world, and coaches successful practice owners to help maximize their profits in his mastermind groups.

If you’re looking for Dr. Costes you can find him at www.TrueDentalSuccess.com and be sure to check out his highly acclaimed podcast, “The Dentalpreneur.”

The Dental Amigos were excited to host Reese Harper, who is the founder of and CEO of DentistAdvisors.com, a registered investment advisory firm that focuses exclusively on dentists and specialists. In this episode, Paul and Rob chat with Reese about the importance of occupational-specific consulting and the unique nature of dentists’ business and financial concerns. Reese also talks the need for dentists to be purposeful with their financial planning (a recurring and favorite Dental Amigo theme) and the need for a “financial treatment plan.”

Good stuff here from our Amigo Reese that will resonate with dentists at all stages of their careers. If you’re looking for Reese, you can find him at www.DenitstAdvisors.com and be sure to check out his very informative podcast when you’re there, the “Dentist Money Show!”

In this episode, Paul and Rob chat about dental practice buy-ins, including their “Top 5 Things to look out for with Buy-ins.” This show contains a lot of useful information for anyone who is considering selling their interest in a practice, as well as those looking to buy-in: issues of control, financing, real estate and more! As always, valuable tips you wish you learned in dental school.

The Dental Amigos are excited to host their amigo Stephen Trutter, who is a partner in Ideal Practices which is a highly-regarded consulting firm that works exclusively with start-up dentists. Over the course of his career, Stephen has helped over 500 dentists start up practices. In this episode, Rob and Paul chat with Stephen about how he defines dental success and the importance of a dentist’s ability to create culture in a dental practice. Of course, no discussion with a start-up practice consultant could be complete without talking about the always popular topic “start-up v. acquisition” to which Stephen provides a very insightful commentary.

While Stephen’s group focuses on the start-up path to practice ownership, much of the discussion in this episode will be meaningful to existing practice owners and those looking to acquire a practice, especially the discussions about being purposeful in the creation and operation of a dental practice

If you’re looking for Stephen, you can find him at www.IdealPractices.com.

The Dental Amigos are excited to host another Philly amigo, John S. Cataldo, CPA. In this episode, Paul and Rob chat with John about analyzing and planning when it comes to deciding whether to participate (or continue to participate) with insurance plans and best practices for transitioning away from participation should a practice decide to go that route. This is must listening for anyone who participates (or is considering whether to participate) with dental insurance plans.

John is a certified public accountant with Cataldo Financial & Consulting Group which is an accounting firm that works with their dental clients in the Philadelphia area and around the country. If you’re looking for John, you can contact him at johns@jpcatcpa.com or through Cataldo Financial & Consulting Group’s website at http://jpcatcpa.com/.

The Dental Amigos are excited to host their Philly amigo, Brian Madden. Brian is a commercial real estate agent with Carr Healthcare Realty which is a commercial real estate firm that provides tenant and buyer representation services for their dental clients around the country. In this episode, Paul and Rob chat with Brian about things that every dental tenant or real estate purchaser needs to understand about dental office real estate: how to find it, what to be aware of when negotiating deals, office lease renewals and much more! This is must listening for anyone who presently has an office lease and/or who is considering leasing or purchasing real estate for their dental office in the future.

If you’re looking for Brian, you can contact him at brian.madden@carrhr.com or through Carr Healthcare Realty’s website at http://carrhr.com.

In the second part of this episode, Paul and Rob continue their discussion about associate agreements both from an employer’s perspective and an associate’s perspective- how to find a good associate and things to look for when hiring an associate and when evaluating a job opportunity. They also chat about the myths and pitfalls of independent contractor arrangements and the legal and practical issues surrounding “working interviews.”

In the first part of this episode, Paul and Rob talk about associate agreements both from an employer’s perspective and an associate’s perspective- what to look out for when deciding whether to bring on an associate and what to look out for when deciding whether to accept an associate position. They also chat about the importance of written agreements and restrictive covenants and how they can impact a practice when it comes time for a transition and lots more!

The Dental Amigos are excited to host their very first guest, Jayme Amos, the founder of Ideal Practices which is a highly-regarded consulting firm that works exclusively with start-up dentists. In this episode, Rob and Paul turn the tables and talk about Jayme: his business, his approach to working with dental start-ups, as well as the Ideal Practices Start-Up Practice Blueprint. They also chat about the always popular topic: start-up v. acquisition.

While Jayme’s group focuses on the start-up path to practice ownership, much of the discussion in this episode will be impactful for existing practice owners and those looking to acquire a practice, especially the discussions about being intentional with your business, “practice DNA” (a great Jayme term) and the impact of an owner's happiness and fulfillment with their practice

If you’re looking for Jayme, you can find him at www.IdealPractices.com and www.StartupPracticeBlueprint.com

This is the second part of The Dental Amigos first podcast. In the conclusion to this episode Rob and Paul chat about what to look for when interviewing/hiring a practice broker (including the ramifications of hiring a bad one), the farce that is “Dual Representation” (including the pitfalls to avoid when working with one) and the process of working with a broker and attorney when buying or selling a practice. Take a peek behind the curtain of the practice transition world with The Dental Amigos! If you like this episode, please follow The Dental Amigos.

The Dental Amigos are excited to be releasing our first podcast! In this episode Rob and Paul chat globally about practice transitions, start-ups (including everybody’s favorite topic- start-up v. acquisition), practice buy-ins, as well as Paul and Rob’s insights on the dental broker world. This is the first part of a two-part episode so look for the release of the exciting conclusion soon. The Dental Amigos have a number of interesting and respected guests lined up for future episodes of their podcast, in addition to some freewheelin’ Rob and Paul chats about the industry. The Dental Amigos’ mission with these podcasts (in addition to having fun) is to hopefully demystify the dental business world through the insight and perspective of a practicing dentist, consultant and attorney.