On today's episode, we continue with Brandon Moncrief of McLerran & Associates, a leading expert in dental transitions and DSO affiliations, to dive deep into the intricacies of holdco equity, joint venture structures, and maximizing practice valuations. Brannon explains the nuances of DSO deal structures, including the benefits and risks of holdco equity versus joint venture (JV) models, and how these choices align with a dentist's career stage and goals. He shares actionable insights on what makes a DSO attractive to private equity firms and the critical factors that can influence valuation multiples at recap. Listeners will also learn about common mistakes dentists make when selling their practice, how to avoid being undervalued, and why proper representation and creating competitive market leverage are essential. Brannon reveals how his firm’s sell-side advisory process can increase valuations by 30-50% through strategic negotiation and a blind bidding process. If you’re considering a DSO affiliation or just want to understand the evolving landscape of dental practice consolidation, this episode is packed with invaluable advice to help you navigate these high-stakes decisions with confidence. EPISODE RESOURCES https://dentaltransitions.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, we’re joined by Brannon Moncrief of McLerran & Associates, a trusted expert in dental practice transitions, DSOs, and private equity partnerships. Together, they unpack how the 2024 election results may influence interest rates, consolidation trends, and the appetite for DSOs and private equity firms in the dental sector. Brannon provides insights into what makes a dental practice attractive to private equity investors, from infrastructure and alignment with partner doctors to sustainable growth and thoughtful deal structures. He addresses common myths surrounding DSOs, including fears about loss of autonomy, and offers advice on determining whether selling to a DSO is the right move for your practice. The discussion also delves into the natural progression of private equity in the dental industry, from initial acquisitions to IPOs, and the critical factors private equity firms consider when investing in DSOs. If you're considering a transition, curious about market trends, or just want to learn more about the evolving landscape of dental business, this episode is a must-listen! EPISODE RESOURCES https://dentaltransitions.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today’s episode, Dr. Mark Costes sits down with Adam Marburger, co-founder of the Dental Protection Group, to dive into the innovative 831B captive insurance model transforming the dental industry. Adam explains how this program offers dental practices a win-win solution: improving patient retention, creating tax advantages, and providing an opportunity for substantial long-term savings. With parallels to the auto industry, this system leverages a portion of fees for reinvestment, offering significant financial benefits for fee-for-service practices. In the second half, Adam shares his journey to earning a Brazilian Jiu-Jitsu black belt, discussing the mental discipline and humility that translate seamlessly from the mat to business and life. From lessons in strategy to the therapy of physical challenge, Adam reveals how Jiu-Jitsu shaped him as an entrepreneur and a leader. Don’t miss this dynamic conversation that blends cutting-edge business strategy with the life-changing philosophy of martial arts. EPISODE RESOURCES https://www.dentalprotectiongroup.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today’s episode, Dr. Mark Costes wraps up his powerful two-part keynote from the Voices of Dentistry conference in Scottsdale, Arizona. In this conclusion, he dives deep into the numbers that drive practice success, breaking down the phases and ratios that dentists can use to assess their practice health. Dr. Costes shares a compelling case study of "Dr. Rex," illustrating how phase classifications and strategic planning transformed his practice. Learn why overhead may be elevated, actionable strategies to reduce it, and how to establish a plan for long-term profitability. If you missed part one, be sure to catch it first!  EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today’s episode, Dr. Mark Costes shares part one of his keynote from the Voices of Dentistry conference in Scottsdale, Arizona. He dives into the freedom of making clinical dentistry optional, recounting his personal journey through a challenging neck surgery and rapid return to work. Dr. Costes explores how to remove yourself as the bottleneck in your practice, factors contributing to burnout, and strategies to overcome them. He also breaks down the foundational frameworks for creating a successful business and a balanced personal life while warning of the risks of neglecting key areas in your Four Futures. Don’t miss this insightful conversation—catch part two tomorrow!  EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today’s episode, Dr. Mark Costes sits down with Peter Beckwith, co-founder of Mad Rose Media and Chief Cultural Officer at Oak Forest Recovery. Peter shares his incredible journey from overcoming addiction and business collapse to building a thriving career centered around holistic dental marketing. A Cornell graduate with a background in video production, Peter discovered a newfound purpose after collaborating with airway-focused orthodontists like Dr. Bill Hang. Peter delves into his unique marketing philosophies, emphasizing thought leadership and personal branding over cookie-cutter strategies. He also offers profound insights into breaking free from perfectionism, cultivating self-compassion, and fostering a culture of excellence. Peter’s holistic approach to both marketing and personal growth is a game-changer for boutique dental practices striving to make an impact beyond the operatory. EPISODE RESOURCES www.MadRoseMedia.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

HR Huntsman, an expert in executive and leadership coaching, shares invaluable insights on developing emerging leaders and fostering critical thinking within organizations. He discusses the crucial differences between delegation, abdication, and empowerment. HR emphasizes the importance of nurturing problem-solving skills and adapting leadership approaches to modern challenges, especially for engaging newer generations. He also highlights the significance of self-assessment and mentorship in creating effective leaders, making this a must-listen for anyone in leadership roles.

On today’s episode, we sit down with HR Huntsman, founder of Leaders Edge, for an inspiring and deeply personal conversation about overcoming adversity and building impactful leaders. HR shares his remarkable journey from a challenging childhood to becoming a global changemaker, leveraging his passion for leadership to scale businesses and empower teams. They discuss the fundamentals of leadership, from vulnerability and authenticity to accountability and curiosity, and how to align personal aspirations with organizational goals. If you’re looking to enhance your leadership skills or integrate them into your organization, this is a must-listen packed with actionable insights. EPISODE RESOURCES www.yourleadersedge.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today’s episode, Dr. Matt Slivka continues his insightful conversation on exceeding expectations by focusing on intentional team culture. He reveals the power of a well-defined culture book to align team members with the practice’s mission, vision, and values. Dr. Slivka also shares strategies to foster personal and professional growth, strengthen team bonds through meaningful activities, and design impactful incentives that build camaraderie without entitlement. Discover how thoughtful planning and purposeful leadership can create a thriving, dedicated team. EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today’s episode, Dr. Matt Slivka dives into the transformative power of cultivating a team culture rooted in care, connection, and positivity. He shares strategies to exceed patient expectations, from celebrating their life milestones to engaging in impactful community initiatives like CPR courses and charity events. Dr. Slivka also emphasizes the importance of empowering team members by giving them responsibilities that foster ownership, enhance patient relationships, and deepen their connection to the practice’s mission. EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast