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Among the many acronyms that come along with a practice transition are APA, SPA, and MIPA. Each of these represents a different type of purchase, and the one you choose will have implications on the sale, taxes, and the future of the business. If you plan to buy or sell a healthcare practice, it’s...  Read More
Episode 135: Requested Replay: Enhancing Communication
“Nobody wants dental treatment. But here’s what we all want: we all want solutions to the problems that we know we have.”  ~ Dr. Chris Bowman In this episode of Investment Grade Practices Podcast, your host Dr. Victoria Peterson is joined by Dr. Christopher Bowman of Advanced Dentistry of...  Read More
How to Reduce Credit Card Processing Fees In Your Dental Practice
How to Reduce Credit Card Processing Fees In Your Practice Credit cards are convenient for both patients and medical/dental practices. They make it easy for doctors and dentists to collect payments immediately following an appointment. This convenience helps keep accounts receivables low and...  Read More
Episode 232: Requested Replay: Creating Balance
“Nobody ever says I wish I had worked 14 hours a day instead of 12.” ~Dr. Bruce B. Baird What would it be worth to you if you could organize your dental practice in a way that allows you to worry less about the daily grind and focus more on nurturing the relationships in your life that truly...  Read More
From $6/Hour to Millions: How Tony Stephan Built a Real Estate Empire
Are you tired of trading your time for money and wondering if there’s a better way to build wealth? If you’re ready to discover how a registered dietitian went from struggling with student debt to owning 259 real estate units, this article is for you. But if you prefer to watch the full interview...  Read More
Can K1 Losses Offset Your W2 Income?
Can K1 Losses Offset Your W2 Income? One of the top (and most misunderstood) questions our Passive Investors Circle members ask is whether K-1 losses can help reduce their W-2 income. The good news is that for certain types of investors, K-1 losses can offset W-2 income, specifically if they...  Read More
Sudden Wealth Syndrome: How to Manage Wealth Without Losing Control
Sudden Wealth Syndrome: How to Manage Wealth Without Losing Control Suddenly, coming into a large sum of money can feel like a dream come true, but for many, it also brings unexpected challenges. Sudden Wealth Syndrome is a psychological condition that can lead to overwhelming stress, confusion,...  Read More
STOP Overspending! Spendly's Cost Cutting SECRETS Revealed - Matthew Godley 0136
On this episode of The Dental Wealth Nation Show, we’re unlocking the secret to supercharging your dental practice’s profitability. Spendly, a revolutionary platform, is here to show you how to slash administrative expenses by up to $2,500 per employee annually—all while boosting your EBITDA and...  Read More
Episode 257:Requested Replay: Exceptional Leadership
“Dentists who are exceptional leaders check on their team to see if they are ok and if they as a business owner and team leader can do to help the team accomplish their jobs.” ~Sommer Carrol, RDA Leadership is one of the most daunting elements of business ownership. And if you don’t think so,...  Read More
Episode #906: 3 Ways a Consultant Can Help You Thrive Now and in 2025
Did you know? Practices working with the Dental A-Team tend to see a 10 to 30% increase in revenue and at least a 5 to 10% decrease in overhead. In this episode, Kiera talks about key ways hiring a consultant for your practice will boost your success. Episode resources: Transcript: Kiera...  Read More
Dentists, It's Time to Rethink Where You Put Your Earnings | Kyle Christensen
Are traditional retirement plans holding you back? In this eye-opening episode, I dive into a conversation with Kyle Christensen, where he disrupts conventional financial strategies queued up for dentists. Rather than funneling earnings into several miscellaneous traditional retirement savings...  Read More
What is a Sponsor in a Real Estate Syndication?
What is a Sponsor in a Real Estate Syndication? In the world of real estate investment, a sponsor plays one of the most critical roles in ensuring a project’s success. Acting as both a general partner (GP) and a project manager, the sponsor handles the heavy lifting that transforms an idea into a...  Read More
Episode 134: Requested Replay: Setting Standards
“The number one job of a leader is to provide clarity.”  ~ Dr. Victoria Peterson In this episode of the Investment Grade Practices podcast, your host Dr. Victoria Peterson recaps her conversation with the remarkable Dr. Jonathan Ehlers from the previous episode, and provides listeners with some...  Read More
Episode #905: All About Fees: Increases, Negotiations, and More
Tiff and Britt discuss what the end of 2024 should ideally look like as far as fee schedule analyses and negotiations. They touch on comparisons within your area, the right percentile to aim for, when to send out negotiation letters and requests, and more. Episode resources: Transcript:...  Read More
Episode 231: Requested Replay: Memoirs of the Worst Boss Ever
“In dentistry, it’s so much more fun when you have a team that is 100% behind your work.” ~Dr. Bruce B. Baird I was the worst boss ever. The first 15 years of my practice, my team hated coming to work. If something didn’t get done, I would rant and rave. Now, I have a world-class team who are...  Read More
Retire Now: If You Answer "YES" to These 6 Questions
Retire Now: If You Answer "YES" to These 6 Questions Ready to Stop Working? Find Out if Now is the Time to Retire Have you ever woken up after the weekend and asked yourself, “Why am I still grinding it out at work?” If you’ve found yourself asking this more than once, it might be a sign that...  Read More
How to Calculate Straight-Line Depreciation: A Simple Guide
How to Calculate Straight-Line Depreciation: A Simple Guide Managing your business or practice’s assets effectively is essential for maintaining financial health. One tool that can simplify this process is the straight-line depreciation method, a widely used approach that evenly spreads the cost of...  Read More
Should You Buy a Practice or a Home First? | Morgan Stump
Trying to decide whether to purchase a practice or a home first? In this jam-packed episode, I sit down with Morgan Stump to unravel this complex decision-making process. With 15 years of diligent industry experience, Morgan delves into a point-by-point comparison of these life-altering choices,...  Read More
How to Make a Lasting Impact in Dentistry | Dr. Bob Dee
How can you, as a dentist, truly make a difference in your profession through organized advocacy? In this episode, Dr. Bob Dee shares vital insights into the inner workings of the American Dental Association (ADA), emphasizing the power of active participation over passive membership. Dive into...  Read More
Episode 133:Solving the Practitioner Health Problem
“We dedicate so much of our mind and body to our practices and patients, but a lot of times it comes as a direct detriment to our own overall mental and physical well-being.” ~Dr. Sam Shamardi In this episode of Investment Grade Practices, host Dr. Victoria Peterson is joined by Dr. Sam Shamardi,...  Read More
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