DEO's Growth Secrets Podcast for Dental Organizations

Brannon Moncrief, CEO of McLerran & Associates, dives into the critical exit mistakes that can cost dentists millions. He reveals how doctor turnover and hasty tech changes can derail sales. Brannon emphasizes the heightened interest from private equity in practices with $500k–$5M EBITDA, but warns dentistry isn’t immune to inflation. He outlines essential strategies for smart transitions and preparing practices for sale, ensuring owners aren't just surviving but thriving in a competitive market.

What happens when the traditional dental model can’t reach the patients who need care most? That’s the problem Dr. Kwane Watson set out to solve. In this episode, he shares how his pivot to mobile dentistry brought care to over 7,000 patients last year across Kentucky and Georgia. You’ll hear how he turned a failed app into a thriving model, managed overwhelming demand with 31,000 calls in a year, and why convenience—not location—is shaping the future of dentistry. 📬Connect with Dr. Kwane at kwane@kare.mobi or on Linkedin: https://www.linkedin.com/in/kwane-watson-99548076/ 🎯 Feel like you’re stuck working harder while profits flatline? You’re not alone. DEO Members like Dr. Kwane Watson are proving you can scale smarter—adding profit, building stronger teams, and buying back your time. 👉 Schedule your free Growth Accelerator Call today and take the first step toward joining the DEO community: https://bit.ly/4iGVjal

What if you could cut no-shows in half and turn uninsured patients into your most loyal ones? In this episode, Dave, CEO of Clerri (Formerly Kleer + Membersy), shares how membership plans are changing the way practices grow. Patients come back more often, accept more treatment, and spend more with confidence. You’ll hear the simple steps to set it up in your practice, from one-minute sign ups to front desk workflows, and how it gives you the power to move away from low value insurance on your own timeline. 🎯 Want to see how membership plans could work for your practice? Visit https://clerri.com/ 📱 Connect with Dave and the Clerri team: Facebook: https://www.facebook.com/Clerri/ Instagram: https://www.instagram.com/clerri_official/ LinkedIn: https://www.linkedin.com/company/clerri/   💡 Running your practice shouldn’t feel like survival mode. Join DEO's Growth Secrets Newsletter, the daily email with real tips on growth and profitability. 👉 Subscribe Now: https://deodentalgroup.com/newsletter/

Are you earning seven figures but still feel financially uncertain about retirement? You've built a successful practice and accumulated wealth, but you're not sure when you can actually step back. In this episode, Laurie Ingwersen from Allworth Financial breaks down the "Seven-Figure Dilemma" that many high-earning dentists face. She walks us through how cash balance plans let you contribute six figures annually while slashing your current tax bill. She shares an incredible story about one dentist who saved $1.8 million over ten years using these exact strategies. From there, we explore Roth conversions and charitable giving tactics, plus why your spending habits matter more than your total assets when planning your exit strategy.   📞Connect with Laurie Ingwersen: LinkedIn: https://www.linkedin.com/in/laurieingwersen/ 💼 Schedule a call: https://allworthfinancial.com/our-team/laurie-ingwersen 📅   Download these FREE resources from Allworth Financial 👉https://bit.ly/4oGVWEw Cash Balance Combo Plan Guide for Dental Practice Owners Tax Planning Tips Guide for Dental Professionals Financial Planning Checklist for Dental Professionals   💡 Running your practice shouldn’t feel like survival mode. Join DEO's Growth Secrets Newsletter, the daily email with real tips on growth and profitability. 👉 Subscribe Now: https://deodentalgroup.com/newsletter/

Are your patients saying no because they’re scared, not because they can’t afford it? For so many people, the thought of sitting through a long, painful appointment is enough to put their health on hold. In this episode, Kendall Hussein talks with Leah Zipperstein (Head of Strategy) and Clay Griffith (Head of Growth) from Vesper Institute about the real reason patients avoid care, especially when they need a lot of work. They explore how IV sedation can turn fear into relief, help patients finally say yes, and allow dentists to deliver the treatment their patients desperately need—while filling their schedule with fewer reschedules and more impact.   👇 Want to connect with Vesper Institute? 🔗 Website: https://vesperinstitute.com/ 📸 Instagram: https://www.instagram.com/vesper_institute/ ▶️ YouTube: https://www.youtube.com/@VesperInstitute 💼 LinkedIn: https://www.linkedin.com/company/vesperinstitute 📘 Facebook: https://www.facebook.com/vesperinst   💡 Running your practice shouldn’t feel like survival mode. Join DEO's Growth Secrets Newsletter, the daily email with real tips on growth and profitability. 👉 Subscribe Now: https://deodentalgroup.com/newsletter/

Dr. Ben Oppenheimer, a leading expert in dental implants and a fellow of the International Congress of Oral Implantologists, talks about the surprising drawbacks of being the top producer in a dental organization. He discusses the transition from clinician to leader while scaling to 7 practices. Ben shares insights on the importance of mentorship and building a strong team to overcome the bottleneck of personal productivity. He emphasizes viewing employees as valuable assets and harnessing AI to improve efficiency and patient satisfaction.

Brandon Moncrief, CEO & Principal of McLerran & Associates, shares his expertise on what drives high valuations in dental practices. He explains that practices with $1M–$3M in EBITDA are currently the most sought after. The conversation highlights the dangers of owner-dependence and why improving same-store revenue is crucial. Moncrief emphasizes that profitability should take precedence over mere expansion and underscores the significance of accurate financial assessments in maximizing practice value for potential sales.

Shreyas Parab, CEO of Daydream and son of a dental practice owner, shares his journey through the complexities of billing and collections. He reveals how $800,000 in unpaid claims led to innovative solutions using AI to improve revenue cycle management. Shreyas highlights the pressing need for dental practices to embrace technology to reduce inefficiencies and stress. He discusses the transformative role AI plays in enhancing accuracy and efficiency, ultimately helping practices get paid while preserving their teams' well-being.

Are you overspending on dental supplies without even realizing it? In this episode, we sit down with Brad Freeman, Founder & CEO of SourceClub, to uncover how most practices are silently bleeding money through outdated procurement habits. Brad shares the real math behind supply costs, the hidden fees most GPOs don’t talk about, and why SourceClub's model is saving DEO members thousands. If your supply spend is creeping above 6%, this conversation might be exactly what you need to hear. 🎙️ Learn more about Brad Freeman and SourceClub: https://www.sourceclub.com 📞 Connect with Brad directly to get a free savings analysis! bfreeman@sourceclub.io 🔗 LinkedIn: https://www.linkedin.com/in/bradfreeman20/

In this discussion, Ashley Valdivia, an Account Executive at BILL specializing in dental organizations, reveals how automation can revolutionize financial management in dental practices. She shares compelling stories of practices that have trimmed their financial workload by integrating digital solutions, moving away from outdated paper methods. The conversation also dives into overcoming mindset challenges for dental entrepreneurs and the impact of adopting technology on efficiency and growth.