The Dentalpreneur Podcast w/ Dr. Mark Costes

On today's episode, Dr. Mark Costes sits down with Jonathan Moffat, founder of Aligned Advisors, live from the Thrive Live conference in Las Vegas. With a background in scaling dental practices and advising dentists across the country, Jonathan shares his approach to turning overwhelmed dental professionals into confident business owners with a clear financial plan. He breaks down the concept of a family office—traditionally reserved for ultra-high-net-worth individuals—and how he's made it accessible to dentists through a flat-fee model that includes 200 annual checkpoints, customized financial flowcharts, and a collaborative team of dental-specific experts. Whether you're looking to scale, sell, or simply get your financial life in order, this episode is packed with game-changing strategies for dentists at any stage of their journey. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://alignedadvisors.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes catches up with the dynamic Dr. Kristine Adland live from Thrive Live in Las Vegas. A tech-savvy dentist known for pushing the limits of CAD/CAM dentistry, Kristine shares how she grew a three-chair startup into a 10-operatory powerhouse and built a team of diverse partners to align with her multi-passionate life. But it's not just about dentistry—Kristine is also building a boutique winery and wine cave in Napa Valley with fellow dentist Dr. Justin Moody, while simultaneously pursuing a law degree with a focus on contract law. From aesthetic same-day crowns to custom cabernet blends, Dr. Adland talks about what it takes to stand out in both competitive industries, the parallels between dentistry and winemaking, and her ultimate vision for creating unique CE and wine experiences in California wine country. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.aadlanddental.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In today's Part 2 episode, Morgan Hamon returns for Part 2 of his conversation with Dr. Mark Costes, diving headfirst into the intricate realities of selling a dental practice. From decoding EBITDA and enterprise value manipulation by private equity-backed DSOs to the critical role of quality of earnings reports and add-backs, Morgan unpacks what dentists need to know before entering any transaction. They explore the benefits and tax pitfalls of owning versus leasing commercial real estate, the real story behind cost segregation studies, and how depreciation recapture can sting if you're not prepared. Morgan also shares eye-opening advice on selling timing, managing post-sale windfalls, and the limited tax mitigation options available to W-2 dentists. Plus, they wrap up with some lighthearted stories and unforgettable insights from Morgan's days landing F-18s on aircraft carriers. EPISODE RESOURCES https://www.eisneramper.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In today's Part 1 episode, Dr. Mark Costes welcomes Morgan Hamon, a former Navy F-18 pilot turned CPA, who now dedicates his expertise to helping dental practice owners achieve financial clarity and profitability. Morgan shares his unique journey from landing on aircraft carriers to launching a specialized accounting firm with his father—one that eventually joined EisnerAmper. Morgan dives deep into the common financial blind spots of dentists, the vital importance of understanding profit margins, and how to identify whether revenue shortfalls or bloated expenses are holding a practice back. Plus, he explains why variable cost control and staff efficiency are critical, and how tax mitigation strategies like S-Corp elections and proper expense categorization can drive long-term success. EPISODE RESOURCES https://www.eisneramper.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, repeat guest and oil and gas expert Troy Eckard returns to unpack the massive changes affecting the energy investment space. With decades of experience and over $850 million raised for oil and gas projects, Troy offers a deep dive into the differences between mineral rights and working interests, the tax advantages of each, and how savvy investors can take advantage of recent policy changes like the One Big Beautiful Bill. He and Dr. Mark Costes also discuss global economic factors influencing oil prices, including tariffs, the dollar's value, and the geopolitical landscape. Whether you're looking for passive income or aggressive tax strategies, Troy breaks down the practical ways investors can build wealth in today's energy market—without falling victim to the growing number of questionable promoters in the space. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://eckardenterprises.com/dentalpreneur/ https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes sits down with licensed mental health counselor and life coach Nikolai Blinow, who specializes in burnout, high-functioning anxiety, and adult ADHD. From a former fundraising executive to a TEDx speaker and mindfulness-based therapist, Nikolai shares her powerful origin story and how a pivotal trip to Costa Rica helped her redefine success and fulfillment. The conversation dives into the unique stressors dental professionals face, how burnout can quietly erode productivity and personal relationships, and why mindfulness, movement, and even Yoga Nidra can be game-changers for anyone navigating the demands of business and life. This is a compelling listen for any high-achiever seeking to avoid—or recover from—mental and emotional fatigue. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.ompowermentpsych.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes sits down with Dr. Kwane Watson, the visionary founder and CEO of Kare Mobile Inc. With a background in both private practice and corporate dentistry, Dr. Watson has pioneered a transformative model of mobile dental care using single-operatory vans combined with proprietary technology. He shares how Kare Mobile addresses healthcare inequities by partnering with insurance companies, counties, and institutions like jails to bring care directly to underserved populations. Dr. Watson also explains the inner workings of his fleet, the ROI of mobile care, how self-scheduling software boosts efficiency, and why he's expanding his tech-forward DSO model. From manufacturing vans in-house to scaling digital dentures and tele-dentistry, this episode showcases the future of accessible, scalable, and entrepreneurial dentistry. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://karemobile.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes sits down with Kyle Guerin, Director of Corporate Social Responsibility at Henry Schein, to explore the transformative power of service in dentistry. Kyle shares incredible stories from nearly two decades of humanitarian outreach—including 16 trips to Ethiopia—where dental care and education have created ripple effects of hope and opportunity. He explains Henry Schein's commitment to health equity through initiatives like Shine Cares kits, sustainable clinic models, and partnerships with dentists and nonprofits worldwide. From outfitting clinics in remote areas to 3D-printing dentures in the Bahamas, Kyle unpacks how clinicians can use their skills to not only restore teeth, but also dignity and opportunity for underserved populations. Whether you've done one mission trip or none at all, this episode will inspire you to make service a meaningful part of your career. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.henryschein.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In today's Part 2 episode, Dr. Mark returns with a powerful message on the critical importance of practice infrastructure over sheer production. From leadership and culture assessments to systemization, He shares the real metrics that matter in dental practice ownership. He emphasizes how many practices in the U.S. operate at 2% or even negative profitability—and what that means for your financial legacy. Dr. Mark introduces foundational frameworks like the Six Pillars of Practice Optimization and the Four Futures—mind, meaning, muscle, and money—to help dentists achieve holistic success, not just financial wins. Drawing from his own experience of building six practices and achieving millionaire status only to find himself unfulfilled, Dr. Mark reminds us that success without balance is an illusion. He also touches on why dentistry is a hot target for private equity, the workforce crisis post-COVID, and how to think like a sophisticated business owner. EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Dr. Mark delves into the hidden profit leaks in dental practices, stressing that operational efficiency is key to sustainability. He emphasizes the need for solid business acumen in managing finances and understanding practice metrics. Insights from his work with over 230 private clients reveal common pitfalls and the importance of confronting financial challenges. Additionally, he shares his passion for providing free dental care to underserved communities through Smile Outreach International, demonstrating a commitment to broadening access to dental health.