Less Insurance Dependence Podcast How financial clarity and smarter systems can help dentists strengthen their business and reduce dependence on Insurance
Oct 2, 2025
Ken Kaufman, a dental finance leader and former CFO for large DSOs, dives into the essentials of financial clarity for dentists. He emphasizes how effective forecasting can ease the transition away from PPOs by highlighting both short-term sacrifices and long-term gains. Ken shares insights from working with DSOs, suggesting that independent practices can thrive by adopting scalable systems. He also discusses the value of moving from bookkeeping to accrual accounting, empowering dentists to make confident, bold decisions for their practices.
AI Snips
Chapters
Transcript
Episode notes
Model The Insurance Exit
- Build a financial forecast that models income lost from insurers and timelines to replace it.
- Use the model to ensure you maintain enough cash to cover payroll and expenses during the transition.
Plan For Short-Term Tradeoffs
- Expect short-term pain for long-term gain when reducing PPO dependence.
- Forecast timing and cash flow so you can tell payers you're ready to move on with confidence.
DSOs Are Messy; Independence Adds Options
- DSOs look polished but are messy under the hood because growing dentistry is people-driven and hard.
- Breaking from insurance gives you optionality to shape the practice you truly want.