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Nurturing The Next Generation Of Educators and Dentists with Dr. Sameer Puri, DDS
We welcome back our guest Dr. Sameer Puri, DDS to the Dental Up Podcast. On this episode Dr. Puri and Shaun Keating catch up and chat about the current digital advancements in dentistry. Why costs shouldn’t be a driving factor in choosing a new digital scanner and how Dr. Puri helps mold the next...  Read More
Transitioning into an ever-changing Dental Industry with Dr. John Z. Xu DMD
On this week’s episode of the Dental Up Podcast, Shaun Keating talks to Dr. John Z. Xu, DMD. They discuss how Dr. Xu was able to adapt to a changing Dental Industry in the Digital Age. Dr. Xu talks about why it’s important to ask as many questions and get involved as much as you can in your Dental...  Read More
Episode 15 - Lisa Mergens on Dentist Leadership and Office Culture
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...  Read More
Who can Buy a Dental Practice?
Who can buy a dental practice?Whether or not you can buy a dental practice depends on which state you live in. At a point in time, most states prohibited corporations from owning dental or medical practices. This came from the idea that only a person who is licensed to practice dentistry or...  Read More
Types of Dental Practice Transitions
Types of Dental Practice TransitionsIf you’ve decided that you are ready for the next step of your life and your practice, it may be time to consider retirement. There are many, so regardless of whether or not you are ready to completely stop working, we can help you find a transition that...  Read More
2-15 Passing the Insurance Baton - Transition Credentialing with Marie Chatterly
Show NotesWelcome to another episode of the Shared Practices Podcast! We invited dental consultant Marie Chatterley onto the show to talk with us about all things insurance. “Who wants to listen to people talking about insurance?” we can hear you thinking, but trust us - you don’t...  Read More
2-14 Kiera Dent - Helping You Jump Right into Practice Ownership
Show NotesKiera Dent is a dental consultant and she joins us on today’s episode of the Shared Practices Podcast. We talk a little about her journey into dentistry, but quickly jump into some practical advice for owners and soon-to-be owners. In this conversation we touch on how to find an...  Read More
2-13 Matt Porter - Making a Broker: The Inside Story of How Practice Valuations Are Created
Welcome to another episode of the Shared Practices Podcast! We’ve got a return guest in Matt Porter, and we’re glad we asked him back. Matt dives deep into practice valuations from the perspective of a broker, and describes his unique valuation method. He shares with us how to assign...  Read More
2-12 Bump Your Fees to the 95th+ Percentile with Dr. Tuan Pham
Dr. Tuan Pham is the owner of a successful FFS practice owner in Austin, TX as well as the founder of. Tuan graduated from dental school in 2005 and after a few years as an associate in a practice, it was sold out from under him and he found himself without a job. Tuan shares why losing his job as...  Read More
2-11 How Dr. Derek Williams Doubled Revenue in Less than a Year
In episode 1-2 Richard interviewed Dr. Derek Williams after two weeksof practice ownership as a brand new graduate. Since that episode Derek has more than doubled revenue and profitability of the office. George interviews Derek about all the factors that ledto his practice growth. Derek discusses...  Read More
2-10 Dr. Cameron Stroyan’s Rough Transition into Partnership - What I Would Have Done Differently
Dr. Cameron Stroyan (aka “DJ Destroyan”) graduated with Dr. Low from Midwestern University in Phoenix, AZ and then went to work in a practice near Seattle. After listening to this podcast, Cameron decided to become a partner now rather than waiting a couple of years. Despite hiring a...  Read More
2-9 George Hariri - Reverse Engineering the Perfect Practice
In this episode of the Shared Practices Podcast I introduce my new Co-host, George Hariri, to the show. We talk about demographics and how to apply them for the practice purchase. We dive into how to know when demographics for an acquisition are important. How to assess the external growth...  Read More
2-8 Dr. Hunter Smith Part 3 - Profit Determines Value
In this episode Dr. Hunter Smith shares his methods of determining the range of values that you should consider for a practice acquisition. He also shares why demographics are just as important for an acquisition as they are for a startup andhow location plays into that. We go through all the...  Read More
2-7 Dr. Hunter Smith - Reading Practice Valuations Like a Book
In this episode Dr. Hunter Smith lays out the fundamentals of understanding what a practice is worth. A broker can send you a practice listing, but how do you know if this is all the information you need and what is the most important? Hunter lays out which documents to ask for, which numbers to...  Read More
2-6 How Dr. Hunter Smith Bought 6 Practices in 2 Years
In the first two years out of school, Hunter Smith and his partner have acquired 6 dental practices. In this episode of the Shared Practices Podcast, Hunter joins us to talk about that journey. We cover a lot of ground in this episode including the value of getting great advice, what not to do when...  Read More
2-5 Matt Porter - Negotiating an Acquisition without Killing the Goodwill
Are you looking into an acquisition and wondering where to start? When is the best time to meet with a lender? Should you overpay on student loans or set aside cash to build liquidity? In this episode of the Shared Practices Podcast we are chatting with Matt Porter, a dental broker from Arizona,...  Read More
2-4 Dr. Mark Costes — Profitable, Predictable Systems for Your Dental Practice
You know you need systems in your practice to be more profitable and predictable, but how do you start putting them into place? In today’s show of the Shared Practices Podcast we have Dr. Mark Costes, and he walks us through the basics of systemization. We discuss which parts of your practice...  Read More
2-3 D3 Practice Owners - The Epic Journey of Daniel DelaCruz and Matthew Whitson
When do most people move into practice ownership? After 5 years? After 1 year? Well, the two guys on our show today bought their first practice when they were in their D3 year! Their story is an incredible journey of the value of hard work, utilizing mentors, and building relationships that you...  Read More
2-2 with Reese Harper - Acquisition Advice from a Financial Planner
Welcome to season 2 of the Shared Practices Podcast! We’re hitting the ground running with financial advisor Reese Harper. Reese has a wealth of information and we really dive deep on the topic of acquisitions. In this episode you’ll hear about finding the right size practice for your...  Read More
2-1 Dialing in Your Systems with Dr. Scott Leune
Welcome to Season 2! In today's episode with Dr. Scott Leune we dive into what it means to implement clinical and business systems in your dental practice.Visitto sign up for Dr. Leune's course in San Antonio or learn about their other services.was the resource Breakaway usesfor automatically...  Read More
1-15 A Step-by-Step Guide to Making an Offer with Jason Wood, Esq.
Please email me atif you're planning on acquiring a practice inthe next 2 years! I want to know where you are in the process,what questions you have and what you've learned already. Lets figure this out together.We're wrapping up Season 1 of our podcast and we've decided to make a change: I've...  Read More
1-14 Pay Off Your Student Loans through Practice Ownership with Dr. James Heaton
What's the fastest way to pay off a quarter of a million in student loans? Take out some more debt and buy a practice. That's what Dr. James Heaton of Chandler, Arizona did. In this episode he shared his journey to ownership including partnerships, practice acquisitions and mergers.You'll also hear...  Read More
1-13 Debt Pay-down vs Liquidity with Reese Harper, CFP
Reese is the founder and CEO of, a registered investment advisory firm with an exclusive focus on dentists and specialists.Since 2003, Reese has devoted his career to helping dentists plan, invest, and retire better. He is a financial planning thought-leader in the dental industry and a popular...  Read More
1-12 Street-Smart Dental CE with Dr. Howard Farran
Listen toDr. Howard Farran share his uncensored opinions on ownership, finding good associateships and how to learn without spending an arm and leg on CE.Howard is the owner and founder of, which features daily interviews with dentists from around the world.  Read More
1-11 The Ownership Metasode
This is our first "Metasode," a compilation of clips from the best dental podcasts on one topic. In today's Metasode,we cover the topic of Ownership with clips from the Dental Hacks Podcast, Dentistry Uncensored and the Start Your Dental Practice Podcast.Listen to the full episodes:Dental Hacks...  Read More
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