Financial Planning and Investments

by Jay Geier
The final installment of this series with the Scheduling Institute’s Jay Geier discusses strategies involving space and equipment, clinical duplication and financial discipline, which require planning and investment but also remove the limitations that are restricting your growth.
January 2021
by Mitchell Tuchman
Dental practice owners who offer 401(k) plans to employees should be asking their provider some questions to ensure that they’re mitigating fiduciary risk and paying a fair amount for services, and that the investment vehicles are suitable for both employees and the owner’s financial goals. This course by Mitchell Tuchman—managing director and chief investment officer at investment management firm Rebalance—will help readers achieve lower costs and better returns and reduce personal legal risks.
November 2020
by George Vaill
Lease negotiator and expert George Vaill shares why it’s important for dentists to know exactly what’s in their lease and what risks arise when they don’t understand contractual terms and critical dates.
December 2019
by Jeff Howell
Jeff Howell, founder and CEO of an online commercial lease review service, discusses three key considerations dentists should account for when negotiating their practice spaces.
April 2020
by Timothy Lott and Mike Bark
Certified public accountants and valuation analysts Timothy Lott and Mike Bark discuss the income tax-related aspects of recent COVID-19 relief bills, and how dentists can best prepare their practices to develop cash reserves and improve cash flow.
July 2020
by J. Robert Brooks
J. Robert Brooks, a certified exit planning adviser and business intermediary, explains what dentists who accepted PPP loans must keep in mind before selling their practices.
October 2020
by Dr. Howard Farran
Dentaltown founder Dr. Howard Farran has met a lot of dentists who want to get into the real estate business but aren’t sure how or where to begin. He suggests taking a look at not just the franchise model but what the biggest DSOs are doing, and modifying that to a smaller, more doable scale.
October 2019
by Bete Johnson
Conversations about financing don't have to be uncomfortable. These suggestions will help you and your team have easy, effective discussions with patients about treatment costs, insurance benefits, the gap between benefits and the cost of care, and payment options.
November 2019
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