Podcast/Blog Posts

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Tax Loopholes for Real Estate Investors: A Dentist’s Guide
If you’re a high-income doctor or dentist, you already know how painful tax season can be. You work hard, build a strong practice, grow your income… and then watch a huge chunk disappear to income taxes. That’s why understanding tax loopholes for real estate investors is not about gaming the...  Read More
1688 Jay & Flint Geier : Dentistry Uncensored with Howard Farran
1688 Jay & Flint Geier : Dentistry Uncensored with Howard Farran Jay Geier is the founder of the Scheduling Institute, Practice Growth Institute, and Net Worth Institute, and author of New Patients Now. Since 1997, his training organizations have helped more than 35,000 doctors and teams grow...  Read More
The Overlooked System That Drives Dental Practice Growth
Every dental practice wants growth. Many invest heavily in marketing, expand services, or add new technology in hopes of increasing production. Yet one of the most powerful drivers of profitability is often overlooked. Conversion rate optimization is not about doing more. It is about doing what...  Read More
Deal Structuring:  Just what is “market” these days?
Ok, we’ve covered a lot in recent weeks - debt, equity, TopCo/JV, partnership considerations, etc.   So what about deal structuring?   Deal structuring lays out the components of a deal and how the parties intend to fund or finance them.  The most bandied about term is “cash-at-close” (“CAC”)  -...  Read More
New Partner Considerations
New Partner Considerations The purpose of this article is to provide an overview of the puts and takes of bringing a new partner into your practice or group. Valuation Considerations There has been a marked increase in independent dentists using groups for “stalking horse” valuations to boost...  Read More
A Valuation Without Context Is Worthless
When it comes to business valuation, everyone loves to rush to “the multiple” discussion - i.e. what multiple of revenue or unlevered free cash flow (EBITDA) is used to arrive at the Total Enterprise Value (“TEV”). While this approach can be directionally accurate and helpful for “swagging”...  Read More
Turning Chaos into Financial Freedom - Part 9 Episodes: Listen on Apple Podcasts In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP® shares a clear roadmap for dental practice owners to turn financial chaos into financial freedom. He discusses building a strong advisory...  Read More
Here's something that caught me off guard when I started digging into this. The Hispanic population in the U.S. just crossed 65 million. That's roughly one in five people. And yet—and I had to double-check this—Hispanic dentists make up something like 3.4% of the active dental workforce. Three...  Read More
Why Passive Mobile Home Park Investing Could Be the Best Investment You’ve Never Heard Of
 has quietly become one of the most talked-about strategies in commercial real estate. While many investors chase apartment buildings, single-family homes, or flashy commercial properties, veteran investors are looking at a different asset class: mobile home parks. Why? Because in today’s market,...  Read More
Practice Capacity and Patient Growth - Part 2 View More Episodes:  In this episode of The Dental Boardroom Podcast, host Drew Phillips breaks down how to fully use your dental practice’s provider and facility capacity to drive growth. Building on the last episode, Drew shows how to measure your...  Read More
I get this question at least twice a week. A practice owner calls, frustrated with their billing performance, interested in outsourcing but absolutely terrified about what happens to Sarah, their front desk coordinator who's been with them for eight years.  "If we outsource billing, does Sarah...  Read More
Practice Capacity and Patient Growth - Part 1 View More Episodes:  In this episode of the Dental Boardroom Podcast, host Drew Phillips breaks down how your dental practice’s calendar is more than just a schedule — it’s your growth engine and valuation tool. This is the first of a two-part deep...  Read More
How to Build Passive Income With Real Estate (2026 Guide)
If you’re wondering how to build passive income with real estate, you’re not alone. With rising interest rates, stock market volatility, and market fluctuations across asset classes, more investors are looking for steady income that doesn’t depend on a day job. After I injured my wrist ten years...  Read More
“What’s Your Equity Story?”
The contemporary forms of group practices (DSO, DPO, DMO, ABC, DGO, LOL) are approaching their sixth decade of operations.  As the labels and models proliferate, an increasingly common conversation is: “So, what’s your equity story?” Fantastic question. I encourage anyone curious about...  Read More
Turning Chaos into Financial Freedom - Part 8 View More Episodes:  Welcome back to the Dental Boardroom series on financial planning for dental practice owners—Turning Financial Chaos into Financial Freedom. In the last two episodes, we focused on the tax side of Phase 3: creating a business...  Read More
Dental Patient Experience That Patients Never Forget
The dental patient experience is no longer a “nice to have.” It is one of the most powerful growth strategies a practice can build. When the dental patient experience is intentional, patients return, refer, accept treatment, and trust the care being delivered. Let’s be honest. Patients rarely...  Read More
Turning Chaos into Financial Freedom - Part 7 View More Episodes:  Welcome back to the Dental Boardroom Podcast with Wes Read, CPA, CFP. In this episode, Wes continues the discussion on financial planning for dentists—specifically the tax side of financial strategy (Part 2). He breaks down why...  Read More
A Quick Tip to Increase Your Profit
This episode is all about the (sometimes surprising) benefits of comprehensive financing! Kristy breaks down why putting together a FULL plan for health will help patients and your practice in the long run. Episode resources: Transcript: The Dental A Team (00:00) Hello, Dental A Team...  Read More
Turning Chaos into Financial Freedom - Part 6 View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP, continues his financial planning series for dental practice owners by diving deeper into the concept of break-even levels and the importance of creating a...  Read More
Escaping Financial Chains: A Dentist’s Journey From Paycheck to Paycheck | Dr. Alan Stern | FF
Some dentists don’t have a production problem. They have an ego problem. Big house  Fancy zip code  “Successful” on Instagram  But behind the scenes? Living paycheck to paycheck  Panicking when a patient says no  Mood controlled by the schedule  Dr. Alan Stern was 30 years into practice… and...  Read More
Just How "Adjusted" Is Your EBITDA?
Just How Adjusted Is Your EBITDA? Add-back this, adjust that.   “Pro forma” has become a verb and it usually has little to do with reality.  It can, however, provide the motivation and lubricant to get a deal done.  Always within reason. When it comes to adjusting financial statements, most...  Read More
Residual Income vs Passive Income: What’s the Difference?
When people talk about building wealth, two phrases come up again and again: residual income and passive income. They’re often used interchangeably, especially on social media, but they are not the same thing. Understanding the difference between residual income vs passive income matters more than...  Read More
Increase Dental Practice Profit with Team Connection
Dental practice profit is not just about producing more dentistry. It is about building a team that trusts each other, communicating clearly with patients, and presenting care in a way that helps people say yes. When connection and clarity improve inside a practice, the numbers usually follow. Many...  Read More
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