Dentists, Puns, and Money: Recent Episodes
Shawn Terrell
Dentists, Puns, and Money brings together successful dentists, dental specialists, dental practice owners, and other dental professionals and influencers from the dentistry community.
We share successes and challenges from dentists and dental professionals, as well as inflection points, and what’s working now in the dental marketplace. And we may share a bad joke too.
If you are a dentist interested in learning more about personal finance and the business of dentistry, be sure to rate and subscribe. Listen every other week as Shawn Terrell interviews a new leader in the dental industry.
Dentists, Puns, and Money was previously known as The Practice Growth Podcast.
Colin Carr launched his commercial real estate company after seeing the same issue over and over... healthcare professionals getting "manhandled" on deals for their practice space by shady landlords.
Carr Healthcare Realty now represents dentists and dental practice tenants and buyers (and other healthcare professionals) all over the United States.
In this episode of Dentists, Puns, & Money, Colin shares what he's learned during his two decades working in healthcare commercial real estate.
Listen to learn more about:
- How dentists can negotiate their lease renewals for lower monthly payments, tenant improvements, and free rent.
- The key language dental practices should have in the assignability clause of their lease agreement.
- How a dentist that owns their real estate can achieve maximum value in their practice transition.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Colin Carr and Carr Healthcare Realty: Website: www.carr.us
Facebook: @CARRHealthcare
Instagram: @CARRHealthcare
Dentist Exit Planning Resources:
Website: dentistexit.com
Schedule a Discovery Meeting with Shawn
Sign-Up for Dentist Exit Email Newsletter
Follow Dentist Exit on Social Media:
Facebook Group for Dentists
What are the big financial pieces for a dentist to organize as they transition out of clinical practice?
That’s a question Shawn Terrell was asked by Ken Kaufman (and answered) as a guest on DEO's Growth Secrets Podcast.
This episode of Dentists, Puns, & Money is a replay of Shawn's guest appearance on the DEO podcast, which was originally recorded and released in February 2023.
The podcast is hosted by Ken Kaufman, who has more than two decades of experience in the dental professional as an author, speaker and as a chief financial officer of various dental organizations.
In addition to the big three things dentists should consider about their personal financial planning when exiting clinical, Shawn and Ken also discuss:
- How a dentist should evaluate a Roth IRA conversion strategy.
- How a dentist should analyze the options for the profit in their practice. Examples: distribute for personal investments, pay down debt, reinvest in practice, or scale to a DSO?
- Lightning round questions for Shawn about (mostly) random topics.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
Dentist Exit Planning Resources:
Website: dentistexit.com
Schedule a Discovery Meeting with Shawn
Sign-Up for Dentist Exit Email Newsletter
Follow Dentist Exit on Social Media:
Facebook Group for Dentists
Dr. Alan Stern is a practicing owner dentist and the founder of a coaching business called Better, Richer, Stronger.
After 42 years in practice, Dr. Stern is in the process of transitioning from clinical to coaching other dentists.
Through his program, Alan works with dentists who want to create a workplace that is productive & profitable and a life that is rewarding and meaningful.
In fact, Alan wrote the book, Enjoy the Ride for those who want to get out from the day to day grind and take charge of their roadmap to a better life.
As a result of his work, people often share they have more focus, more energy, more momentum and get the results
they no longer thought were possible.
In this episode Dentists, Puns, & Money, Dr. Alan Stern shares the number one thing he's learned in his career, and how he's approaching phasing out of clinical.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about **Dr. Alan Stern:
Facebook Group:** Better, Richer, Stronger
Website: BetterRicherStronger.com
Dentist Exit Planning Resources:
Website: dentistexit.com
Schedule a Discovery Meeting with Shawn
Sign-Up for Dentist Exit Email Newsletter
Follow Dentist Exit on Social Media:
Facebook Group for Dentists
How should a dentist know if and when to seek professional help with their money?
That’s a question Shawn Terrell was asked by Dr. Grace Yum as a guest on the Mommy Dentists in Business Podcast.
This episode of Dentists, Puns, & Money is a replay of Shawn's guest appearance on the MDIB Podcast, which was originally recorded in the summer of 2022.
Dr. Yum started as a pediatric dentist in Chicago, but has since relocated to California, where she’s currently growing her Mommy Dentists in Business empire.
Dr. Grace and Shawn discuss how dentists of all career stages can think about financial planning, and why the most important piece of planning is first helping each dentist identify what they want out of life, broadly speaking.
There’s also some casual banter about sports and music mixed in, so proceed with caution if you’re bored by either.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
Dentist Exit Planning Resources:
Website: dentistexit.com
Schedule a Discovery Meeting with Shawn
Sign-Up for Dentist Exit Email Newsletter
Follow Dentist Exit on Social Media:
Facebook Group for Dentists
Dr. Shivani Kamodia Barto is a general dentist, yoga teacher, and wellness coach.
Dr. Kamodia Barto put her clinical career on hold not long after dental school. She's using the clinical pause to build a separate business as a wellness coach and yoga instructor.
Dr. Kamodia Barto has over ten years and 600 hours of experience teaching yoga asana, facilitating personal-development workshops, hosting wellness retreats, and lecturing on the science of well-being.
She completed her 200-hour yoga teacher training in 2012 and graduated from the University of Michigan School of Dentistry in 2018.
Dr. Shivani teaches others how to prevent burnout and build stress resilience through nervous system regulation and the practical applications of yoga, meditation, and breathwork. She teaches how to better manage stress through strategies to increase focus and productivity, build impactful habits, and develop a deeper self-understanding.
In this episode Dentists, Puns, & Money, Dr. Kamodia Barto shares her story and her strategies.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Dr. Shivani Kamodia Barto:Website: drshivasana.com
Instagram: @dr.shivasana
Dentist Exit Planning Resources:
Website: dentistexit.com
Schedule a Discovery Meeting with Shawn
Sign-Up for Dentist Exit Email Newsletter
Follow Dentist Exit on Social Media:
Facebook Group for Dentists
Ken Kaufman is a sought-after speaker and thought-leader in the dental industry.
Ken recently wrote his first book "Financial Secrets to Grow Dental Organizations," and he shares the key takeaways from the book in this interview.
He's worked as a CFO and President in several dental organizations over the last 20 years.
In that time, he's learned the keys for dentists to grow and scale their practices from one to multiple locations.
Ken put all those secrets on paper when he co-wrote his first book, "Financial Secrets to Grow Dental Organizations," which was published in late 2022.
In this episode Dentists, Puns, & Money, Ken shares the big takeaways from the book.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Ken Kaufman:
Book: Financial Secrets to Grow Dental Organizations
LinkedIn: linkedin.com/in/kennethkaufman/
Dentist Exit Planning Resources:
Website: dentistexit.com
Schedule a Discovery Meeting with Shawn
Sign-Up for Dentist Exit Email Newsletter
Follow Dentist Exit on Social Media:
Facebook Group for Dentists
It's common for dentists to defer clinical and dental practice owner income into a 401(k), Profit Sharing Plan, or IRA during their peak earning years.
That's often a wise strategy to lower a dentist's lifetime tax bill.
But the IRS won't let a dentist avoid that tax bill forever. Required Minimum Distributions begin at a certain age.
If a dentist wants to play the long-term tax game to the best of their ability, it's critical they develop a strategy for RMD's well before they become mandated.
In this episode Dentists, Puns, & Money, Shawn Terrell shares some strategies associated with Required Minimum Distributions.
Listen to learn more about:
- The benefits of planning and formulating RMD strategies.
- The downsides of being reactive instead of proactive with deferred tax accounts.
- How to think about the time window for executing RMD strategies.
Find out more about how our firm helps dentists exiting clinical with tax planning and income optimization by visiting our website, which is dentistexit.com.
To download a free copy of the 2023 Tax Reference Guide, click here.
Dentist Exit Planning Resources:
Website: dentistexit.com
Schedule a Discovery Meeting with Shawn
Sign-Up for Dentist Exit Email Newsletter
Follow Dentist Exit on Social Media:
Facebook Group for Dentists
In this episode Dentists, Puns, & Money, we talk with Dr. Scott Leune.
Dr. Leune suffered a back injury early in his clinical career. It left him in and out of a wheelchair, and forced him to pivot to a CEO role within his dental practices.
That experience also taught him how to grow and scale multiple dental practices quickly.
Dr. Leune now helps other dentists looking to start, grow, and scale their practices by hosting multiple Breakaway Seminars each year.
He also co-founded Dental Whale, which is a Dental Group Purchasing Organization (DGPO) to help dentists reduce their overhead.
Throughout his career, Dr. Leune has opened, built, and sold numerous dental practices, has helped open more than 200 startups across the
country, and currently supports over 20,000 dentists with purchasing, marketing, outsourcing, consulting, and more.
Dr. Leune has been named one of the 30 most influential people in dentistry, and also spends his time personally training dentists through 1-on-1 coaching.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Dr. Scott Leune and his companies:
Website: breakawayseminar.com Website: dentalwhale.com
Dentist Exit Planning Resources:
About Shawn Terrell
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In this episode Dentists, Puns, & Money, we talk Roth IRA conversions for dentists.
Roth IRA conversions are a great strategy for dentists looking to reduce their lifetime tax bill owed to the IRS.
We dive into 6 reasons why Roth conversions might make sense for a dentist in this episode.
In the conversation, we also touch on:
- Why the upcoming expiration of the Tax Cuts and Jobs Act matters
- Required Minimum Distributions
- Taxation of Social Security
- Ideal timing of Roth conversions for a hypothetical dentist owner
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
Dentist Exit Planning Resources:
About Shawn Terrell
Schedule a Discovery Meeting with Shawn
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In this episode Dentists, Puns, & Money, we talk with Catherine Tindall.
Catherine a CPA specializing in tax credits. After getting her start in advanced tax planning and
compliance, Catherine saw a real need to better serve the tax credit niche, especially related to the Employee Retention Credit (ERC).
With millions of dollars at stake, many businesses weren’t receiving what they were entitled to because of inaction from their tax professionals and insufficient awareness about credits.
And to make things worse, Catherine noticed that many of the specialty firms in the space were run by non-experts who were unethically overclaiming credits, overcharging clients, and generally doing poor work.
Dominion Enterprise Services grew out of these problems in the marketplace.
By combining proprietary technological applications with the professional expertise of licensed CPAs, Catherine and her team are
able to offer a fast turnaround time on credit claims while maintaining a high degree of precision.
It is her mission to help business owners in key industries affected by COVID shutdowns (e.g., restaurants, construction, hospitality) to
take advantage of the Employee Retention Credit before it begins to expire in the spring of 2023.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Catherine Tindall and Dominion Enterprise Services:
Website: dominiones.com Instagram: @ctindall.cpa Linkedin: linkedin.com/in/ctindallcpa
Dentist Exit Planning Resources:
About Shawn Terrell
Schedule a Discovery Meeting with Shawn
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In this episode Dentists, Puns, & Money, we talk with Larissa Banting.
Larissa is an accredited publicist and the owner of El Bee PR. Larrissa explains the power of publicity for a dentist, especially in the local media.
We discuss how, even in the age of social media, a dentist can position themselves for appearances on local television, radio, and in newspaper articles. And why that type of publicity is much more effective than advertising when it comes to attracting new patients.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Larissa Banting:larissabanting.com
famousinfive.net/dentists
Dentist Exit Planning Resources:
About Shawn Terrell
Schedule a Discovery Meeting with Shawn
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In this episode Dentists, Puns, & Money, we talk with Larissa Banting.
Larissa is an accredited publicist and the owner of El Bee PR. Larrissa explains the power of publicity for a dentist, especially in the local media.
We discuss how, even in the age of social media, a dentist can position themselves for appearances on local television, radio, and in newspaper articles. And why that type of publicity is much more effective than advertising when it comes to attracting new patients.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Larissa Banting:larissabanting.com
famousinfive.net/dentists
Dentist Exit Planning Resources:
About Shawn Terrell
Schedule a Discovery Meeting with Shawn
Please rate and subscribe to Dentists, Puns and Money on these platforms:
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In this episode Dentists, Puns, & Money, we talk with Michael Dinsio.
Michael is dental practice consultant. After several years working with dentists in the banking and lending industry, he started Next Level Consultants.
Next Level Consultants is unique in that it provides guidance for dentists who are starting practices from scratch as well as dentists that are acquiring an existing practice. In addition, Michael and his team continue to work with the practice for several months following launch or the acquisition.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Michael Dinsio and Next Level Consultants:
Website: nxlevelconsultants.com Facebook: facebook.com/nxlevelconsultants Instagram: instagram.com/nxlevelconsultants Podcast: dentalunscripted.com Phone: 720-309-9551
Dentist Exit Planning Resources:
About Shawn Terrell
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In this episode Dentists, Puns, & Money, we talk with Dr. Grace Yum.
Dr. Yum is a pediatric dentist, practice owner, and mother.
In 2017, Dr. Yum started a Facebook group called "Mommy Dentists in Business." Its purpose is to have a community where other mother dentists can share the challenges of balancing motherhood with being a clinic dentist and often, a dental practice owner.
But what started out as an informal social media group quickly grew into an actual business. Mommy Dentists in Business now offers hundreds of dentist members continuing education, dental practice owner resources, webinars, and in-person conferences.
Dr. Yum shares how the growth of the organization changed her future with clinical pediatric dentistry and dental practice ownership.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Dr. Grace Yum and Mommy Dentists in Business:
Website: mommydibs.com Facebook: facebook.com/MommyDentistsinBusinessMediaNetwork Instagram: instagram.com/mommydentistsinbusiness Twitter: @mommydibs
Dentist Exit Planning Resources:
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In this episode Dentists, Puns, & Money, Shawn discusses his recent experience completing his family's estate planning and legal documents.
In his work as a financial advisor, Shawn finds that most dentists have loose ends as it relates to their personal and dental practice legal documents.
Having recently completed his own estate documents, Shawn shares his Top Ten Takeaways from the experience.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
About Shawn Terrell
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In this episode Dentists, Puns, & Money, we talk with Dr. Travis Campbell, otherwise known as "The Dental Insurance Guy."
Dr. Campbell's early years as an owner dentist were plagued by frustration in dealing with dental insurance companies. Further, he had a hard time finding good resources on improving the dental claims submission process.
So he poured himself into understanding dental insurance, and how to receive higher collections in a less time-consuming manner.
Dr. Campbell took what he learned and wrote Understanding Dental Insurance, a textbook to help other dentists and their staffs improve the profitability of their practices without doing more dentistry.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about Dr. Travis Campbell:
dentalinsuranceguy.com
practicewhisper.com
380dental.com
Dentist Exit Planning Resources:
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In this episode Dentists, Puns, & Money, we talk with Dr. Steven Kupferman. Dr. Kupferman is an Oral and Maxillofacial surgeon in Los Angeles, California. And he’s also the founder and CEO of MedVA, which has pioneered the use of virtual assistants in dental and medical practices.
MedVA was born out of an increasing staffing problem Dr. Kupferman experienced in his own practice, LACOMS. The practice was founded by Dr. Kupferman in 2009, and as he scaled it from one employee to 35, his biggest stressor eventually became finding and hiring qualified staff members. So he investigated using virtual assistants, and it worked so well that he started a business to help other dental and medical clinics with the same problem.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
More information about MedVA: medva.com
About Shawn Terrell
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Our guest is this episode of Dentists, Puns, & Money is Elijah Desmond, otherwise known as DJ Smiles.
Elijah Desmond is a dental hygienist turned serial entrepreneur. He has revolutionized the dental continuing education industry by creating Smiles at Sea, The Dental Festival, and by traveling to other dental CE events in his Moto-Vation tour bus.
We dive into the story and purpose behind all three endeavors in our conversation.
Plus, we also discuss how Elijah's company Driven Dental Marketing works with dentists and dental practices on big implant cases.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
Contact Elijah Desmond:
elijah@drivendentalmarketing.com
Learn more about Dentist Exit Planning:
Schedule a Discovery Meeting with Shawn
Shawn Terrell Bio
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Our guest in this episode of Dentists, Puns, & Money is Dr. Len Tau.
Dr. Tau is many things... dentist, speaker, podcaster, author, and consultant for dental reputation marketing.
In our conversation, we focus on his latest book: 100+ Tips for Getting 100 Five Star Reviews in 100 Days.
Dr. Len and I dive into why online reviews are critical for a dental practice, how to prompt patients to leave google reviews, and what a dentist should do with a bad review.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
Email Dr. Len Tau: len@drlentau.com
Call or Text Dr. Tau: 215-292-2100
Websites:
drlentau.com
birdeye.com
About Shawn Terrell
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Our guest in this episode Dentists, Puns, & Money is Chris Pistorius. Chris is the founder of Kickstart Dental Marketing, a marketing firm that works with dental practices across the United States to increase new patient flow.
Chris and I talk about how dental digital marketing has dramatically evolved in the last decade or so. We also discuss what dentists can do now to attract new patients, including an often over-looked solution, and what Chris thinks about the implementation of video into a marketing campaign.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
Contact Kickstart Dental Marketing: kickstartdental.com
About Shawn Terrell
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Our guest is this episode of Dentists, Puns, & Money is Dr. Paul Goodman, otherwise known as Dr. Nacho. Dr. Paul is a dentist and partner of a group practice in Mercer County, New Jersey. But he may be best know for founding the Dental Nachos Facebook group.
We cover a number of topics in our conversation, including Dr. Nacho’s latest venture, Dentist Job Connect, which helps dentist job seekers connect with dental practice owners.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
Contact Dr. Paul Goodman: Text "Nachos" to 215-543-6454
dentistjobconnect.com
dentalnachos.com
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Welcome to Dentists, Puns, & Money!
My guest on today’s show is Dr. Sean Whalen. Dr. Sean is a pediatric dentist and owner at Children’s Dentistry in Westminster, Colorado.
Dr. Sean is a busy guy. In addition to practice, he’s helped develop and launch Smiyl, a xylitol toothpaste for kids.
And Dr. Sean is also the dental director for teledentistry.com, which provides virtual care for dental emergencies across the country.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website - dentistexit.com - and clicking on the Podcast tab.
Contact Dr. Sean Whalen: seanwhalendds@gmail.com or Instagram
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Welcome to Dentists, Puns and Money! Today we talk with Dr. Ginger Bratzel, a dentist turned advocate for dental practice owners.
Dr. Ginger bought a struggling practice right out of dental school and thought she could fix it up. As it turned out, that took more than a new logo, or better equipment, or more initials behind her name.
Plus, we discuss how Dr. Ginger helps dentists identify and build on the profit centers within a dental practice.
Contact Dr. Ginger: gingerbratzel.com
Resource for Practice Owners: gingerbratzel.com/patients
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Welcome to Dentists, Puns and Money! Today we talk with Dan Blair, VP of Associate Placement Services for Menlo Dental Consulting. Menlo is an Arizona-based company that works diligently with both associates and practice owners to align them with the right career growth and business opportunities nationally.
Dan shares more about the in-depth discovery process he uses to best assess the needs of a practice, and more about the process of working with an associate placement program, both from an owner and associate perspective. Are associates still interested in working toward practice ownership, or are they content to remain an employee?
Listen to the latest episode Dentists, Puns & Money to learn more about:
- How Covid-19 has impacted hiring within the dental industry
- Are dental practice owners always ready for an associate?
- Costs associated with using an associate placement service
- Navigating potential hang-ups in the placement process so that everyone is satisfied
Contact Dan:http://menlodentalconsulting.com/
dan@menlodentalconsulting.com
(623) 238-3050
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Welcome to Dentists, Puns and Money! In this episode, we talk with Emmet Scott, Co-Founder of Community Dental Partners.
Emmet stops by the show to chat about his new book, DSO Secrets: The Ultimate Guide to Building Your Dental Empireand how opening a Pediatric Dentistry practice with his best friend (Dr. Chad Evans) has led to the pair to help manage over 70 dental practices spanning 3 states. While not a dentist himself, Emmet and his organization credit their success to the competitive advantage of providing an excellent patient experience.
Listen to learn more about:
- The perception of Dental Support Organizations, both good and bad.
- Emmet’s shift from serving patients to serving dentists.
- Helping dentists understand if becoming a practice owner is right for them.
- Balancing the roles of CEO of the practice and clinical dentistry work.
- What kind of dentists should look to scale up through a DSO?
https://deodentalgroup.com/
DSO Secrets: Dentist Entrepreneurs Growing Dental Organizations
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Welcome to Dentists, Puns and Money! In this episode, we talk with Dr. Casey Goetz of Cuivre Creek Pediatric Dentistry.
Dr. Goetz's interest in pediatric dentistry began with a chance encounter. It's just one of the many interesting topics we discuss. (And if you missed the last episode, The Practice Growth Podcast is now renamed Dentists, Puns & Money).
Listen to learn more about:
- How Dr. Casey picked Troy, MO as the location to build his practice.
- How he ramped-up his cold start practice to acquire patients quickly.
- Thoughts on balancing debt paydown vs. (re)investment in the practice.
Check out Dr. Casey's Podcast Brews and Tiny Teeth, The Unfiltered Pediatric Dentistry Podcast
Dr. Casey Goetz
641-425-7279
CGoetz@troypediatricdentist.com
TroyPediatricDentist.com
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Welcome to Dentists, Puns, and Money!
The podcast formerly known as The Practice Growth Podcast has a new name. We have rebranded to better align with the dental-specific focus of our firm, Dentist Exit Planning. We also believe the new name better reflects the overall mission of the podcast.
In this week's episode, we discuss the past, present, and future of the podcast. We hope you'll listen here.
In short, we'll continue to focus primarily on personal finance for dentists and the business of dentistry. And we'll do so via a casual conversation, while mixing in an occasional laugh (and pun?)
Please subscribe to the show to get new episodes and hear more about finding the off-ramp from practice to financial independence.
About Shawn Terrell
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There’s no substitute for experience, as the say goes. Ryan Siler has more than ten years’ worth in the dental industry, working in multiple roles with multiple companies. Ryan is now a Regional Manager with Benco Dental, and he’s this week’s guest on The Practice Growth Podcast.
Listen to learn more about:
- The traits Ryan finds in successful dentists.
- What trends he sees impacting dentistry in the next 3-5 years.
- How COVID-19 has altered the relationship between dentists and suppliers.
Plus more.
You can reach Ryan at 515-203-5182. You can find more information about Benco Dental at benco.com
A dental practice’s website is a critical piece of adding and keeping patients.
DocSites builds and designs websites and marketing programs specifically for dental practices. Co-founder Kayvan Mott is our guest on the latest episode of The Practice Growth Podcast.
Listen to learn more about:
- The four key elements to include on a dental practice website
- The questions practice owners should ask website developers
- What two things make and SEO campaign successful
Plus more.
You can find more information about DocSites at docsites.com or by calling 888-980-4949.
If you ever plan to buy a dental practice, this week’s episode of The Practice Growth Podcast is a must-listen.
Brian Hanks literally wrote the book on how to buy a dental practice. In fact, “How to Buy a Dental Practice” is the title of his book.
As a national “buy-side” transition specialist, Brian discusses:
- The biggest mistake buyers make in searching for a practice to purchase.
- Why buyers should not consider buying 60-70% of practices on the market.
- The best way for buyers to secure the best borrowing terms.
Plus much more.
You can find more information about Brian Hanks and his book at dentalbuyeradvocates.com
Dr. Jarod Johnson is a lifelong learner. It’s what led him to start his own podcast and launch a mentorship program for other pediatric dentists.
Listen to learn more about:
- The two big lessons Dr. Johnson has learned as an owner dentist.
- How he uses social media to connect with others in the dental industry.
- What Dr. Johnson hopes to accomplish by launching his CE mentorship group.
You can find more information about Artic Dental at arcticdental.com. You can reach Dr. Johnson at dr.jarod@arcticdental.com
We continue the discussion around practice transitions on this week’s episode of The Practice Growth Podcast. David Haynes with Menlo Dental Transitions returns as a guest to share more knowledge.
Listen to learn more about:
- Minor things to do and not do to increase practice sale price by 10-20%.
- How COVID-19 has affected practice valuations and buyer lending.
- The trend toward mid-career dentists considering sales to a DSO.
Plus more.
You can find more information about Menlo Dental Transitions online at menlotransitions.com. You can reach David Haynes via email at david@menlotransitions.com.
The sale of a dental practice might be the largest transaction of a dentist’s life. Trusted advice around all the parts and pieces of that transaction is critical.
David Haynes with Menlo Dental Transitions dives dental practice sales on the latest episode of The Practice Growth Podcast. Listen to learn more about:
- The four most common exit paths for selling dentists.
- The pros and cons of an owner taking a FSBO or DIY approach.
- The ideal “runway” needed for selling a practice.
Plus more.
You can find more information about Menlo Dental Transitions online at menlotransitions.com. You can reach David Haynes via email at david@menlotransitions.com.
Dr. Chong Shao spent his first four years as a dentist exploring multiple practice models in multiple states.
That experience helped shape his long-term vision and desire to own and operate two practices with his wife, Dr. Katie Nagel Chao, in small-town Iowa.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- How Dr. Shao and his wife have split different dental procedures between practices to best suit their respective clinical interests and strengths.
- The process of merging two different practices and staffs into one shared vision.
- What Dr. Shao’s brief experience with mobile dentistry taught him about both patients and business.
Plus more.
You can reach Dr. Chao and find more information about his practices at drshao@jonescountydds.com or facebook.com/jonescountyfamilydentistry
What is Financial Planning? We explore that topic on this week’s episode of The Practice Growth Podcast.
Spoiler Alert: It’s the process of aligning what is most important to someone in life with their use of capital. Capital is not just money, but also time, energy, and attention.
If you’d like to hear more about that, listen in,
Thoughts or questions? Shoot me an email at shawn@dentistexit.com
Dr. Chad Waltz wanted to be a race car driver when he grew up. Instead, he became an endodontist. But that’s not the end of his story.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- What about specializing appealed to Dr. Waltz, and how he landed in endodontics.
- His philosophy for maintaining strong relationships with referring dentists.
- How a minor medical procedure early in his career changed his perspective about the life he wants to live.
Plus more.
You can find more information about Dr. Waltz and Advanced Endodontics of Tampa Bay at aeoftb.com or at 813-654-3636. You can reach Dr. Waltz by email at cmwaltz.dds@gmail.com
There aren’t many Navy fighter pilots who have pivoted into a second career as dental-specific accountant. So Morgan Hamon’s journey is unique, to say the least.
Morgan is now a CPA and Partner with HDA Accounting Group near Denver, CO. He shares his expertise in working solely with private dental practice owners.
Listen to learn more about:
- How Morgan and his firm blend standard accounting numbers to create a profitability analysis that focuses on the most impactful metrics for practice owners.
- The big problem a high-producing start-up dentist may face early on.
- How Morgan helps owners think through the options for excess cash flow in a dental practice.
- The most overlooked income tax reduction strategies for owner dentists.
Plus more.
You can find more information about Morgan and HDA Accounting Group at hdagroupdental.com. You can reach Morgan directly at morgan@hdagroupdental.com.
Terrell Advisors, LLC is a registered investment advisor. The information presented should not be interpreted or construed as investment, legal, tax, financial planning, or wealth management advice. It does not substitute for personalized investment or financial planning from Terrell Advisors, LLC. This podcast conveys the views and opinions of Shawn Terrell, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. Information presented is for educational purposes only and past performance is not indicative of future results.
Last week’s episode of The Practice Growth Podcast discussed reaching financial independence from practice. But it stopped short of discussing how a dentist transitions from living off active income to living off accumulated assets.
On this week’s episode, we dive into the following:
- Rate of return on income-producing assets
- How to think about rate of withdrawal in retirement
- Balancing the risk of spending too much vs. spending too little
If you’d like to share your thoughts on this topic, or have a topic suggestion for another podcast, I’d love to hear from you. Email me at shawn@dentistexit.com
One of the primary financial objectives for any dentist is reaching the point that active practice becomes optional. In other words, a dentist no longer has to practice solely for the money, even though some may choose to continue seeing patients because they enjoy it.
The process of making practice financially optional may take one decade… or five. It depends on the individual circumstances or philosophies in four key areas:
· Income potential
· Ideal hours spent practicing
· Lifestyle
· Desired age for independence
If you’d like to share your thoughts on this topic, or have a topic suggestion for another podcast, I’d love to hear from you. Email me at shawn@dentistexit.com
Terrell Advisors, LLC is a registered investment advisor. The information presented should not be interpreted or construed as investment, legal, tax, financial planning, or wealth management advice. It does not substitute for personalized investment or financial planning from Terrell Advisors, LLC. This podcast conveys the views and opinions of Shawn Terrell, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. Information presented is for educational purposes only and past performance is not indicative of future results.
Dr. Brandon Patten traded four years of dental school tuition for four years of service in the Navy.
Sixteen years later, the owner of Ames Family Dental says he would make the same decision in a heartbeat, for a multitude of reasons.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- How high patient volume right out of school rapidly accelerated his clinical skills.
- Dr. Patten’s experience practicing for two years on the USS Theodore Roosevelt.
- The military skills that are transferrable to owning a dental practice.
Plus more.
You can reach Dr. Patten at 515-233-2898. You can learn more about his practice at amesfamilydental.com
Steve Anderson has worked with more than 1000 dentists to help them build the dental practices of their dreams.
And now as a general contractor-turned author, Steve has transformed his decades of notes and experience into a book: DentalEase – The Essential Guide to Creating the Stress-Free and Profitable Dental Practice of Your Dreams.
Listen to learn more about:
- The flaws Steve found in the marketplace that led to the formation of his dental construction business.
- The blind spots of building a dental practice.
- How asking an extra question can help avoid buyer’s remorse.
Plus more.
You can find more information about Steve, DentalEase, and his construction company at dreamdentalpractice.net or dencodental.com
Terrell Advisors, LLC is a registered investment advisor. The information presented should not be interpreted or construed as investment, legal, tax, financial planning, or wealth management advice. It does not substitute for personalized investment or financial planning from Terrell Advisors, LLC. This podcast conveys the views and opinions of Shawn Terrell, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. Information presented is for educational purposes only and past performance is not indicative of future results.
The Practice Growth Podcast returns after a planned sabbatical, and there are big changes discussed in the latest episode.
Host Shawn Terrell has recently formed an independent financial advisor firm exclusively for dentists. This podcast details the reasons behind the move, including:
· The move toward niche financial planning for certain professions, like dentistry.
· Financial planning as a process, not an event.
· A hybrid pricing model designed to include early & mid-career dentists.
Plus more.
Comments? Questions? I’d love to hear from you. Email me at shawn@dentistexit.com
Terrell Advisors, LLC is a registered investment advisor. The information presented should not be interpreted or construed as investment, legal, tax, financial planning, or wealth management advice. It does not substitute for personalized investment or financial planning from Terrell Advisors, LLC. This podcast conveys the views and opinions of Shawn Terrell, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. Information presented is for educational purposes only and past performance is not indicative of future results.
The path to practice ownership for most dentists will almost certainly involve borrowing money.
In the latest episode of The Practice Growth Podcast, Chad Solberg with Bankers Trust shares his insights from 20 years in the business banking and lending industry.
Listen to learn more about:
- The three most common paths to lending in the dental industry.
- How Bankers Trust differentiates itself with a customizable approach.
- The advantages of partnering with a local bank for lending.
Plus more.
You can contact Chad at csolberg@bankerstrust.com or 515-710-7703. You can find more information about Bankers Trust at bankerstrust.com
One podcast wasn’t enough to cover the available topics with Dr. Aaron Jones. The owner dentist at Jones Family Dental in Norwalk, IA returns to the podcast this week to continue the discussion.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- Dr. Jones’ path to becoming a ceramist and purchasing a “lab-grade” mill to batch produce zirconia crowns “in-house.”
- How he’s implemented Botox treatments into his practice.
- The cancellation policy he uses to maximize seeing patients on nights and weekends.
- Why he continues to “moonlight” at a second practice even after reaching profitability at his own scratch-start practice.
Plus more.
You can learn more about Dr. Jones and his practice at jonesfamilydentalnorwalk.com, by email aaron.jones.dds@gmail.com, or by calling 515-850-2255.
Dr. Aaron Jones developed an interest and curiosity in dentistry at age 11 as a result of being treated by dental students. In 2019, Dr. Jones fulfilled his childhood vision by opening Jones Family Dental in Norwalk, IA.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- Dr. Jones’ alternate path to building and owning his practice.
- How google reviews, a membership plan, and unique office hours helped him quickly build a strong patient base from scratch.
- How dozens of continuing education courses while a student and early in his career accelerated the procedure offerings in his practice.
Plus more.
You can learn more about Dr. Jones and his practice at jonesfamilydentalnorwalk.com or by calling 515-850-2255.
The value of a dental practice is often a significant piece of an owner dentist’s financial picture. When ownership changes hands, and during other life events, a clear understanding of the fair-market value of that practice is critical for both the seller and buyer.
Matt Howard, a CPA/ABV & CVA with Blue and Company, completed 300 dental practice valuations in 2020. In the latest episode of The Practice Growth Podcast, Matt shares his expertise.
Listen to learn more about:
- The key metrics to examine when determining practice value.
- The intangible benefit of not haggling over practice price.
- The most common deal-killers that prevent a successful change of ownership.
Plus more.
You can find more information about Blue and Company at blueandco.com You can contact Matt at mhoward@blueandco.com
Dr. Omid Termechi has witnessed an evolution in implant dentistry during his twenty-plus years of private practice and teaching at NYU College of Dentistry.
His experiences led to the formation of the Dental Implant Surgical Seminar. DISS is a three-day event in Guatemala designed to train general and restorative dentists on how to expand their practices into implant surgery.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- How Dr. Termechi explains the importance of action on implant cases.
- The financial impact of implant offerings within a general practice.
- How to balance referring implant cases vs. completing them “in-house.”
Plus more.
You can reach Dr. Termechi dentalimplantsurgicalseminar@gmail.com . You can learn more about his program at dentalimplantsurgicalseminar.com .
For the first 14 years of his career, Dr. Beau Beecher followed a traditional career path for a dentist – private ownership with one partner in one location.
But beginning in 2014, Dr. Beecher and his partner Dr. Eric Kimball pivoted in new direction. And as of early 2021, Kimball and Beecher Family Dentistry has grown to six locations across eastern and central Iowa with 18 dentists.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- The inflection point that led to the merger and acquisition of five additional practices.
- How Dr. Beecher transitioned from a clinical dentist to a CEO role in the organization.
- Dr. Beecher’s viewpoint on “the new frontier” of dentistry.
Plus more.
You can reach Dr. Beecher at beaubeecher@gmail.com or 319-830-0050. You can learn more about his practice at kimballandbeecher.com
It’s important for dentists to build and maintain a strong team of professionals around them throughout their careers. An attorney with dental-specific knowledge is a critical member of that team.
Kara Sinnard and Nick Cooper are member attorneys at Whitfield & Eddy in Des Moines, IA. Both have worked in the dental niche for nearly two decades. They share their knowledge on the latest episode of The Practice Growth Podcast.
Listen in to learn more about:
- The key legal components of associate agreements, purchase agreements, and company formation documents
- The advantages of working with a dental-specific attorney aligned with a full-service law firm.
- The different stages of a dentist’s career where they might leverage an attorney.
Plus more.
You can find more information about Kara Sinnard, Nick Cooper, and Whitfield & Eddy at whitfieldlaw.com or at 515-288-6041.
The use of technology and information systems within a dental practice continues to evolve at a rapid pace. Since founding Medix Dental IT in 2003, CEO Tom Terronez has been on a mission to help dentists navigate that technological evolution.
Listen in to learn more about:
- How dentists can leverage technology and data to improve both the patient experience and the bottom line.
- How advances in automation have created more efficiency in claims processing and benefits verification
- How cloud-based technology allows Medix Dental IT to provide support remotely in 95% of situations.
Plus more.
You can find more information about Medix Dental IT at medixdental.com or by calling 877.885.1010. You can reach Tom via email at tom@medixdental.com
Starting a dental practice from scratch in a rural setting might present a few challenges on the surface, but Dr. Trevor Kuiper of Sioux Center Dental viewed the endeavor as an opportunity.
The early returns have been strong, as Dr. Kuiper reached his three-year patient goal well ahead of schedule.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- How Dr. Kuiper engaged with the existing dentists in the community about his start-up practice.
- How practicing in rural setting helped accelerate the growth of his clinical skills.
- The pros and cons of practicing in rural setting.
Plus more.
You can find more information about Dr. Kuiper and Sioux Center Dental at siouxcenterdental.com or by emailing info@siouxcenterdental.com
The decision to lease or build a new practice space is a process most dentists will only go through once or twice in their careers.
Heath Bullock, the Managing Director and Principal Owner at SVN Create, can lean on 22 years of commercial real estate experience to help dentists navigate that process.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- The three most common paths when transitioning to new practice space.
- The balance between geographical location and leasing vs. owning.
- The importance of a strong team when leasing or building a new practice space.
Plus more.
You can contact Heath Bullock at heath.bullock@svn.com or on Linkedin. You can find more information about SVN Create at svncreate.com
What’s your financial “philosophy?” Seems like an odd or vague question, doesn’t it? Not surprisingly, there are no shortage of ways to answer that question.
Listen to the latest episode of The Practice Growth Podcast to hear more about:
- One example (mine) of a financial philosophy
- Why it may be important to establish a philosophy
- What could happen without one in place
Plus more.
Comments or feedback? I’d like to hear from you. My contact information is below.
The sale of a dental practice will often be the biggest transaction of a dentist’s life. So it’s critical that process is approached with care and an appropriate amount of planning.
In the latest episode of The Practice Growth Podcast, Steve Kampschnieder with DDS Match shares his expertise on practice transitions, and what he’s learned during his 30-plus years working in the dental industry.
Listen to learn more about:
- The key metrics that bring top-dollar to a seller and make the practice “move-in ready” for the buyer.
- How practice location and the level of seller urgency affect the process.
- How seeing his daughter become a dentist influenced Steve’s perspective on the dental industry.
Plus more.
You can find more information about DDS Match at ddsmatch.com You can contact Steve at kampy@ddsmatch.com
The path to practice ownership for most dentists will almost certainly involve borrowing money.
In the latest episode of The Practice Growth Podcast, Bryan Chambers with Provide (formerly Lendeavor), shares his insights from 17 years in the dental lending industry.
Listen to learn more about:
- The profile of an ideal borrower from Provide’s perspective.
- How to juggle student loan repayments with the liquidity needed for ownership.
- How Provide is leveraging technology to improve and expedite the lending process.
Plus more.
You can find more information about Provide at getprovide.com You can contact Bryan at bryan.chambers@getprovide.com or on Linkedin.
After last week’s podcast, I thought it might be helpful to further clarify my thoughts on financial goals.
This week’s episode of The Practice Growth Podcast discusses:
- A key point inadvertently omitted from the previous (Part 1) episode.
- The concept of imperfect action.
- The different podcast formats moving forward.
Comments or feedback? I’d like to hear from you. My contact information is below.
How do you think about setting financial goals? There are a few different “schools of thought” on this topic, and I decided to share mine.
Listen to the latest episode of The Practice Growth Podcast to hear more about:
- The potential issues with specific goals
- An alternative approach for financial independence
- Four considerations for dentists related to their money
Plus more.
Comments or feedback? I’d like to hear from you. My contact information is below.
Owner dentists have to juggle a multitude of items, all while providing great patient care.
Having professional resources that provide business and practice expertise and guidance can make a big difference. That’s the role Todd Slycord of Patterson Dental hopes to fill with his customers.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- The additional value a supply representative may provide to a practice.
- The characteristics Todd often sees in successful practices.
- The dental industry trends Todd sees in the next 3-5 years.
Plus more.
You can reach Todd at todd.slycord@pattersondental.com and find more information at pattersondental.com
The decision to renovate or build a new practice space is a process most dentists will only go through once or twice in their careers.
As CEO at Downing Construction, Joe Butler wants to make that experience remarkable 100% of the time.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- What Joe and his team have learned from completing 200 dental construction projects in the last 15 years.
- The five-step process Downing has developed to find the best solution for every dentist.
- How the goal of 100% repeat and/or referral business drives every engagement with dentists.
Plus more.
You can find more information about Joe Butler and Downing Construction at downingconstruct.com
When an owner dentist starts his or her practice, they often wear many hats. Not only do owners have to practice great dentistry, but they may also have to handle accounting, inventory, and human resources.
Courtney DeRonde, a managing partner with TDT CPA’s & Advisors, has seen the challenges practice owners must navigate when trying to grow and scale. In fact, she’s written an eBook about those challenges.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- The five blind spots most often encountered by practice owners.
- How a mindset shift can help owners see outsourcing duties as something besides another overhead expense.
- How a CPA relationship beyond just tax planning may be critical for growth and scale.
Plus more.
You can find more information about Courtney DeRonde and her firm at tdtpc.com
Dr. Andy Stevenson’s initial job description at Grand Dental included trash collection. But he’s managed a few promotions since being hired, and he’s now an associate dentist and partner in-waiting.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- How Dr. Stevenson has navigated the dynamic of practicing alongside his father.
- How he’s used his expertise in technology to improve both business and clinical aspects of the practice.
- The unique, “old-school” system he has developed for getting patient feedback.
Plus more.
You can find more information about Dr. Stevenson and his practice at grand.dental
What does pasta have to do with men’s outerwear? For QstN founder Ryan Warren, there’s a direct correlation.
While many businesses start with “what” they bring to the marketplace, it’s secondary at QstN. Instead, the company focuses on the “why” and the “how.”
Listen in to learn more about:
- How Ryan’s family history in the pasta production business helped cultivate an entrepreneur mindset in an entirely different discipline.
- The concept of human-centered design, and how it differs from conventional problem-solving strategies.
- How Ryan’s mantra of “look good, feel good” has led to the exploration of other design pursuits.
Plus more.
You can reach Ryan at rwarren@q-dsm.com or at linkedin.com/in/rdwarren/
Be yourself.
For Dr. David Summers of Tveten Dental Care, the “be yourself” mantra (even though cliché) has served him well with so many important decisions… like choosing a dental school and practice partners.
Listen to the latest episode of The Practice Growth Podcast to learn more about:
- Dr. Summers’ approach to breaking down dental stereotypes.
- What advice he would give to dental students, and how college football taught him an important lesson.
- His approach to dealing with anxious patients, and how Peanut M&M’s can make all the difference.
Plus more.
You can find more information about Dr. Summers and his practice at tvetendentalcare.com
Dr. Diana Pelzer didn’t go to college with the intent of becoming a dentist. But a chance encounter changed everything, and led her down the path of building and owning her own pediatric practice.
Listen in to learn more about:
- How she handled her scratch startup during the height of a pandemic.
- How becoming a parent has affected her approach in working with children.
- What went into the design of her practice, including the unique feature kids are sure to remember.
Plus more.
You can find more information about Dr. Pelzer and her practice The Nest at thenestdsm.com or at thenestdsm@gmail.com
Dr. Chad Johnson learned a few lessons the hard way early in his dental career. That doesn’t make him unique. It also doesn’t make his story any less interesting.
Listen in to learn more about:
- How being struck by lightning – literally – turned out to be one of the best things that ever happened to him.
- How he technically started his practice – Veranda Dentistry – when he was a D2.
- Why he tries to help his associate dentists “shorten the curve” in the early stages of their careers.
Plus more.
You can listen to Chad’s Everyday Practices Podcast here. You can also find him on Linkedin, or at VerandaDentistry.com