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Episode 71 – How to Transition Your Dental Practice
“When you’re planning the right way of doing a transition, you should know your options sooner rather than later. ” ~Kyle Francis You want to make good decisions. The right decisions. For you. It’s no secret that consolidation has been happening in the dental industry and as all smart business...  Read More
Five Big In-Retirement Money Mistakes—and How To Avoid Them
Chances are, planning for retirement is one of the most important steps—a series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t always put enough focus on making thoughtful decisions during our retirement. Maybe we overlook something important. Perhaps we veer off...  Read More
Episode 168: The Art of Emotional Self-Control
“What do you think it does to your team when the first thing they see in the morning is a frowny face?” ~Dr. Bruce B. Baird I’ve told you the story about the smiley face frowny face. When I was a young dentist my team would put a smiley face on the board if I was in a good mood that morning, and a...  Read More
Is It Time to Raise Your Fees?
As a financial planner specializing in supporting the unique needs of dental practitioners, I also have the opportunity to learn about some the most pressing wealth issues facing our dental community. While my perspective comes from that of an advisor and not a provider, my role offers insight into...  Read More
The Ultimate Guide to Associate Contract Agreements in Dentistry
If you're a dentist seeking to join or hire an associate, understanding the nuances of associate contract agreements is crucial. These agreements outline the terms and conditions of the partnership, ensuring a smooth and productive working relationship for both parties involved. In this ultimate...  Read More
11 Advantages & Disadvantages of Real Estate Investments
11 Advantages & Disadvantages of Real Estate Investments Investing in real estate has long been a popular choice for those truly serious about building sustainable, long-term wealth. Known for its potential to generate consistent income, real estate investing offers unique advantages when compared...  Read More
Howard Speaks: Would you buy, hold, or sell dental stocks?
Since 1900, the average Price Earnings  Since 1900, the average Price Earnings - P/E ratio for the S&P 500 index has ranged from 4 in 1920 to 44 1999. From 1920–1990 the market P/E ratio was between 10 and 20. For half a century Buffett focused on businesses with a P/E of 15 or lower. What will...  Read More
The Secret to Eliminating Failure From Your Life
I have a friend who’s been thinking, and dreaming, and planning on launching her own business for years. Unfortunately, she hasn’t done much “doing”. She’s the kind of person who has no lack of experience or knowledge, and she’s been growing and learning in her chosen industry for years. She has...  Read More
Dental Cyber Security 3-Part Podcast Series
Dental Cyber Security (Part 1) What You’re Up Against Today “We’ve seen a lot of attacks in the dental industry recently. They have the same tech as other medical professionals but they aren’t as prepared like physicians or hospitals who have been in this situation for a while and are more well...  Read More
Tips For Rebranding My Dental Practice
Are you feeling like your dental practice needs a fresh start? Rebranding your dental practice can breathe new life into your business, attract more patients, and help you stand out from the competition. However, rebranding is a multi-faceted process that requires careful planning and execution. In...  Read More
Best Investments for Dentists
As you work diligently to care for your patients' oral health, it's equally essential to take care of your financial health. Making smart investments can pave the way to a secure and prosperous future. In this article, we'll explore the top investment opportunities tailored to dentists' unique...  Read More
Episode 70 - Authentic Marketing That Grows an Investment Grade Practice
“Talk about what you care about. Being authentic attracts the people who are like-minded.”  ~ Victoria Peterson When it comes to marketing, dentistry is late to the game.  Many of you may not know that it was in fact illegal to market dental practices until the late 1980s. So it's no surprise that...  Read More
How Real Estate Syndication Works: An Investor’s Guide
How Real Estate Syndication Works: An Investor’s Guide When I first started investing in real estate, I was overwhelmed by the vast amount of available information. I didn’t want to deal with tenants, but I was willing to do what needed to be done to support my family. Especially after a wrist...  Read More
Episode 167: The Importance Of Clear Communication In Dental Partnerships
“You need to know about them, you need to have an open door of communication.” I hear this complaint all the time: “Dealing with my partner/associate is difficult.”  I’ve got some personal experience here. I want to start out by saying that early on in my career I wasn’t following the advice I’m...  Read More
506(b) vs 506(c) Syndication: What’s the Difference?
506(b) vs 506(c) Syndication: What’s the Difference? Are you interested in ? When I first started, many of the deals offered either a 506(b) or 506(c). But at the time, I didn’t know what either involved. Raising capital is critical to launching a private fund or a syndication. And these companies...  Read More
Essential Steps for Successful Medical Billing | Kandra Sellers | The Dental Brief #223
Essential Steps for Successful Medical Billing   Read More
Dental Practice Financing: Business Loans for Dentists
We don't need to tell you, if you're reading this, you KNOW, opening or purchasing a dental practice is an expensive endeavor! Many dentists, whether they have just graduated from dental school or are already established and , often find themselves lacking the necessary savings to cover all their...  Read More
Episode 192: What Buyers Don't Want to Tell You About the Value of Your Dental Practice
“When you have an offer on the table, just because you get that feeling ‘Oh they picked me!’ doesn’t mean you’re getting the best deal. ”  ~Kyle Francis You got an offer on your dental practice. Hooray!  As you look at all those zeros on the sheet you might be sorely tempted to take that offer....  Read More
Avoid These Common Mistakes: A Guide for New Investors
Embarking on your journey as a new investor can be both exciting and overwhelming. As you navigate the world of investments, it's crucial to be aware of common pitfalls that can hinder your progress.  In this comprehensive guide, we'll explore in detail some of the most prevalent mistakes made...  Read More
Step-Up In Basis At Death: What It Means For Your Estate
Step-Up In Basis At Death: What It Means For Your Estate Have you ever wondered how tax planning could benefit you, particularly regarding an inheritance? The “Step-Up in Basis” might be the answer. It’s part of the U.S. tax code that, in simple terms, adjusts the value of an inherited asset to its...  Read More
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