Episode 90 - Associate Agreements with a DSO vs. Owner Operator

The Dental Amigos

36:16

DANMMMMM…Have I got a show for you! First, a lot of Sister Wives tea - new rumors have surfaced Janelle Brown is leaving the show. Plus, Gabe Brown gives a life update after losing and tragically finding his brother Garrison dead. Sadly, Garrison took his own life in March 2024. Then we head over to discuss the new Welcome To Plathville tea. The first pictures of Micah Plath have surfaced after being beat up by his brother Issac and it doesn’t look good for the future of his modeling career. Lastly, we discuss the latest in the Justin Baldoni v Blake Lively case, Justin is back on social media and it was the perfect social media return. Timestamps: 00:00:00 - Open and new Sister Wives news 00:05:43 - Janelle Brown leaving the show? Sister Wives Closet is officially closed 00:12:45 - A new pic of Micah Plath’s broken nose has surfaced 00:18:18 - Justin Baldoni back on social media and Taylor Swifts team is pissed at Justin Baldoni MY Go Big Podcasting Courses Are Here! Purchase Go Big Podcasting and learn to start, monetize, and grow your own podcast. USE CODE: MOM15 for 15% OFF (code expires May 11th, 2025) **SHOP my Amazon Marketplace - especially if you're looking to get geared-up to start your own Podcast!!!** https://www.amazon.com/shop/thesarahfrasershow Show is sponsored by: Download Cash App & sign up! Use our exclusive referral code TSFS in your profile, send $5 to a friend within 14 days, and you’ll get $10 dropped right into your account. Terms apply Horizonfibroids.com get rid of those nasty fibroids Gopurebeauty.com science backed skincare from head to toe, use code TSFS at checkout for 25% OFF your order Nutrafol.com use code TSFS for FREE shipping and $10 off your subscription Rula.com/tsfs to get started today. That’s R-U-L-A dot com slash tsfs for convenient therapy that’s covered by insurance. SkylightCal.com/tsfs for $30 OFF your 15 inch calendar Quince.com/tsfs for FREE shipping on your order and 365 day returns Warbyparker.com/tsfs make an appointment at one of their 270 store locations and head to the website to try on endless pairs of glasses virtually and buy your perfect pair Follow me on Instagram/Tiktok: @thesarahfrasershow ***Visit our Sub-Reddit: reddit.com/r/thesarahfrasershow for ALL things The Sarah Fraser Show!!!*** Advertise on The Sarah Fraser Show: thesarahfrasershow@gmail.com Got a juicy gossip TIP from your favorite TLC or Bravo show? Email: thesarahfrasershow@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices…

3 роки тому 38:41

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In the seventh episode of the Dental Associate Agreements from an Associate’s Perspective Season, the Dental Amigos discuss differences between working for DSOs and owner operators, especially when it comes to the actual associate contract. The Amigos chat about restrictive covenants, liquidated damages, notice provisions, termination clauses, and fringe benefits and some common differences between associate contracts with a DSO and with an owner operator that they’ve observed . Learn how purposeful awareness driven decision making can help guide a dentist to make the right choice throughout a dentist’s career. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

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The Dental Amigos

Episode 90 - Associate Agreements with a DSO vs. Owner Operator

The Dental Amigos

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published 3 роки тому

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141 епізодів

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The Dental Amigos

1
Episode 138 - Harold Gornbein: Maximizing Practice Revenue 41:20

22 дні тому41:20

41:20

Episode 138 - Harold Gornbein: Maximizing Practice Revenue by The Dental Amigos

The Dental Amigos

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Episode 137 - The DSO vs. Private Buyer Debate with Brannon Moncrief of McLerran & Associates 52:24

8 weeks тому52:24

52:24

This week, the Dental Amigos welcome Brannon Moncrief, the Principal and CEO of McLerran & Associates, who specializes in providing sell-side advisory to large dental practice owners seeking to monetize their businesses in private buyer sales or DSO transactions. Brannon has personally facilitated the sale of over 1,000 dental practices and is widely considered to be an expert on DSO affiliations. In this episode, Brannon offers his insight on the “DSO vs. private doctor buyer” debate, emphasizing the importance of defining personal, professional, and financial goals before making a decision. Brannon draws on his extensive experience to help listeners understand concepts like EBITDA and the different types of equity to help listeners understand highly complex and often confusing DSO offers. Finally, Brannon discusses the challenges of internal succession planning and his long term strategies for facilitating a smooth transition into retirement. To get in touch with Brannon and his team, schedule a free, confidential discovery call here: https://dentaltransitions.com/contact-us/. Brannon can also be reached directly at brannon@dentaltransitions.com or (512) 660-8505. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.…

The Dental Amigos

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Episode 136 - Cliff Moore, Dentist & Runner: Community Involvement & Thriving in Your Career 47:25

8 weeks тому47:25

47:25

This week, coming back for his second show appearance, the Dental Amigos welcome Dr. Cliff Moore, a former Navy dental officer, dental practice owner and ultramarathon runner. For over 10 years, Cliff has dedicated himself to serving his community through his efforts giving back to veterans, providing over $35,000 in free dental care and raising more than $75,000 through an annual ultramarathon event. His passion for service, endurance sports, and dentistry reflects his lifelong commitment to making a meaningful impact. In this episode, Cliff discusses his strategy for balancing his practice, family, and athletic pursuits, emphasizing the importance of setting boundaries to ensure a balanced life. He chats with Rob and Paul about how finding a cause one is passionate about, as he is with community involvement and fundraising for veterans, has a positive impact on his practice and personal fulfillment. By sharing his experience with veteran-focused charities and the impact of his fundraising efforts, Cliff encourages all dentists to find small ways to give back to their communities and use their platforms to help others. To get in touch with Cliff and his team, visit MooreDentalLewisCenter.com. You can also find him on Instagram @LC_dentist. To make a donation to Cliff’s upcoming ultramarathon fundraiser on May 3, 2025 for STRIVE, a suicide and trauma reduction initiative for veterans and first responders, click here: https://buckeyefunder.osu.edu/project/46100?utm_source=social&utm_medium=social&utm_campaign=med_donor-event_fy25_strive-tribute-relay Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.…

The Dental Amigos

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Episode 135 - Mike Slattery of Crown Tenant Advisors 46:39

10 weeks тому46:39

46:39

This week, the Dental Amigos welcome Mike Slattery, a Managing Director at Crown Tenant Advisors, a boutique healthcare real estate firm. Mike has over ten years of experience in the healthcare industry working with young dentists to find the perfect location and space to start their dream practice and with assisting established dental practices relocate, expand, and purchase property. Mike offers a results-oriented approach through analysis, tenacity, strong negotiation skills, and customer focus. In this episode, Mike discusses the start-up site selection process, emphasizing the importance of analyzing demographics and market competition in chosen areas to ensure that they fit the vision and goals of the practice. He then emphasizes key concessions to negotiate with the landlord, including tenant improvement allowance, free rent, permitted transfers, and renewal options. Mike also discusses critical risk mitigation language to be negotiated at the letter of intent (LOI) phase to protect the dentist, including relocation and exclusive use clauses. To work with Mike and his team, visit crowntenantadvisors.com or call him directly at (619) 306-5048. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 139 - Wendy Castor Hess, Esq.: Navigating Immigration Law & Foreign Dentists 57:52

11 weeks тому57:52

57:52

This week, the Dental Amigos welcome immigration attorney Wendy Castor Hess to explore how dental practices can navigate the complicated world of hiring foreign-trained dentists. Wendy is a partner at Landau, Hess, Simon, Choi, and Doebley, and has over 42 years of experience in Immigration Law. She is fluent in Spanish and serves as counsel to the Mexican Consulate in Philadelphia. Wendy advises institutions across healthcare, education, and technology industries, and also represents individuals in family-based cases. She has been recognized repeatedly as one of the Best Lawyers in America, including “Lawyer of the Year” for Immigration Law in Philadelphia. In this episode, Wendy shares her insight on OPT (Optional Practical Training) for F1 student visas and the challenges involved with the H-1B visa lottery. She also discusses the process of obtaining green cards through the PERM labor certification process, and what practice owners need to know to avoid costly mistakes. Wendy emphasizes the need for dental practices to work with immigration specialists to navigate these complexities and ensure compliance with U.S. immigration laws. To learn more about Wendy Castor Hess and her immigration law services, visit lhscimmigration.com or email her directly at whess@lhscimmigration.com. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.…

The Dental Amigos

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Episode 134 - David Goodman, CPA: "Dental Practices by the Numbers" 49:20

13 weeks тому49:20

49:20

This week, the Dental Amigos welcome David J. Goodman, CPA, a partner and Dental Practice Solutions Team Leader at PFK O’Connor Davies Advisory, LLC. David has over 35 years of experience working with a client base of individuals and closely held businesses. Before joining the PKFOD, David was Managing Director of LB Goodman. He is a member of the Academy of Dental CPAs and the Practice Valuation Study Group. He is a licensed CPA in New Jersey, New York and Florida, and a frequent contributor to Dental Economics magazine on practice and financial management. In this episode, David discusses the dental industry trends he observed in the last year. He highlights an overall increase in labor costs, but also the benefits for practice owners who invest in long-term employee retention and staff morale. David then discusses the different financial planning strategies that he recommends for independent dentists with one or two practice locations versus those that he recommends for his clients who run complex multi-location practices. Each year, David Goodman and his team synthesize their dental industry data in their Dental Practices by the Numbers report, which you can download here for more high-level analysis of dental industry financial trends. You can also find him at pfkod.com or reach out to him directly at dgoodman@pfkod.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 133 – Mark Costes, D.D.S. on High-Level Practice Ownership and Philanthropy 47:57

17 weeks тому47:57

47:57

Episode 133 – Mark Costes, D.D.S. on High-Level Practice Ownership and Philanthropy by The Dental Amigos

The Dental Amigos

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Episode 132 - Josh McSpadden, Co-Founder of the PracticeFinder App 39:58

19 weeks тому39:58

39:58

Episode 132 - Josh McSpadden, Co-Founder of the PracticeFinder App by The Dental Amigos

The Dental Amigos

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Episode 131 - Alan Stern, D.D.S. on Empathy, Mentorship and Gratitude in Dentistry 42:34

22 weeks тому42:34

42:34

This week, the Dental Amigos welcome Alan Stern, D.D.S, recipient of the 2023 Nifty Award for “Most Inspirational Dental Professional.” Alan works with dentists who are looking to create a workplace that is productive and profitable and a life that is rewarding and meaningful. As a speaker, Dr. Stern conducts presentations for dental groups focused on redefining what it means to build a better team and rekindling a passion for what matters. Dr. Stern discusses his journey from disillusionment to fulfillment as a dentist, reflecting on his initial struggles after graduating from dental school, including financial difficulties and a lack of patient acceptance. He shares his personal “AHA!” moment, when he realized the value of gratitude and perspective and their impact on revitalizing his clinical practice. Dr. Stern offers his advice to young dentists facing the same issues, urging them to find community and mentorship. To get in touch with Dr. Stern or schedule a virtual coffee chat with him, visit his website at www.betterricherstronger.com or send him an email at alan@betterricherstronger.com. You can also check out his book, Enjoy the Ride: Lessons for the Quest to Live a Joyful, Profitable Life in Dentistry. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 130 – Valerie Woo, D.M.D. on Leadership & Practice Ownership 44:17

27 weeks тому44:17

44:17

This week, the Dental Amigos welcome Valerie Woo, D.M.D. entrepreneur, pediatric dentist, and dental consultant. She leverages her extensive experience to consult, guide, and mentor dentists, helping them transform chaotic practices into thriving, well-organized businesses. She integrates leadership, marketing and operational systems into customized programs, providing strategic guidance that is both practical and compassionate. Dr. Woo discusses her journey from the beginning of her career as a pediatric dentist, to growing her practice and selling to a DSO. Then, she and the Amigos talk about her use of personality assessments to better understand one’s strengths and how they align with the demands of practice ownership. Dr. Woo emphasizes the importance of personal growth and challenges, outside perspectives, and accountability. To get in touch with Dr. Woo or schedule an initial discovery call with her, visit her website www.drvaleriewoo.com. You can also find her on Instagram @drvaleriewoo. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 129 - Rebecca Herring: How Dental Offices Can Reach Their Full Potential 38:28

28 weeks тому38:28

38:28

This week, the Dental Amigos welcome Rebecca Herring, a specialized dental coach and Vice President of the Denver Dental Professional Learning Network. With over 25 years of dental industry experience, Rebecca guides and empowers dental teams to unlock their full potential through developing office management systems and work environments. In doing so, Rebecca has transformed dental practices through her personalized coaching by improving workflow, strengthening team relationships, reducing errors, and increasing overall production. One of the main ways Rebecca helps transform dental practices is through the use of virtual assistants, implementing a new, more efficient way for office staff to handle patient relations. Listeners who want to reach Rebecca or employ her services can do so at Rebecca@YourTDCoach.com or call her at (720) 880-8444. If you are interested in implementing a virtual assistant, Rebecca offers a complimentary consultation to discuss your practice needs and can facilitate an introduction to Reach, a virtual assistant company, that currently provides a $500 discount off the first month of service with Rebecca’s introduction. If you prefer to connect directly with Reach, you can email boe.larsen@reach.com and if you mention Rebecca’s name and this podcast Reach is currently offering $500 off the first month. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 127 – Paul Etchison, D.D.S. on Expanding Your Practice 42:35

30 weeks тому42:35

42:35

Paul Etchison, D.D.S. is the author of two books on dental practice management, a dental coach, the owner of a $6 million group practice in the south suburbs of Chicago, and the host of the Dental Practice Heroes Podcast. This week, the Dental Amigos host Dr. Etchison and they discuss strategies for growing and expanding your practice. Through creative planning and scheduling, a practice owner can increase new patient flow and spend less time doing practical dentistry and more time running the business. Dr. Etchison offers strategies for building a team that an owner can trust to run his/her practice in the same way that the owner would run the practice. From bringing on the first associate dentist to delegating responsibilities to empower owners to focus on elements of practice ownership that they enjoy, Dr. Etchison coaches his clients to grow professionally, financially, and personally. Listeners who are interested in Dr. Etchison’s coaching can schedule a call with his team at dentalpracticeheroes.com. Stream the Dental Practice Heroes Podcast on Apple Podcasts or Spotify. Check out his books, Dental Practice Hero: From Ordinary Practice to Extraordinary Experience and Dental Practice Hero II: The Sequel: How a 3 Day Work Week Can Give You the Life You Want. You can connect with Dr. Etchison on Instagram at @dr.pauletchison, Facebook, or LinkedIn. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com. ‍…

The Dental Amigos

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Episode 126 – Dr. Soraya Safi, “The Forever Associate Dentist” 42:44

31 weeks тому42:44

42:44

Soraya Safi, D.M.D. is a coach and mentor to dental students and associate dentists. She helps associate dentists maximize the flexibility and freedom of choosing associateship over ownership and coaches them on how to overcome the isolation that often comes with such a challenging job, all while effectively navigating professional relationships and developing their dental skills after completing their formal education. While associateship may not be viewed as a long-term career choice for many dentists, Dr. Soraya Safi emphasizes that associateship doesn’t have to be just a step on the road to practice ownership. Not every dentist wants the long hours, risk, and responsibility involved with owning his/her own practice. In this episode, Dr. Safi discusses the importance of a good associate employment agreement, strategies to build trust with patients and staff, and the opportunities for continuing education and coaching that are available to associates. Listeners who are interested in Dr. Safi’s coaching can book a free consultation with her at drsaficoaching.com. Check out her Instagram @theforeverassociatedentist or email her at drsafidental@gmail.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com. ‍…

The Dental Amigos

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Episode 125 - Ideal Practice’s Stephen Trutter on the “Do’s and Don’ts” of Dental Start-Ups 49:54

32 weeks тому49:54

49:54

This week, the Dental Amigos welcome returning guest Stephen Trutter, the CEO of Ideal Practices, a leading consulting firm for dental start-ups. Ideal Practices follows a proven process to guide dentists through every step of opening their start-up. Stephen Trutter has helped launch nearly 1,000 dental start-ups in his 20-year career. Stephen discusses how to position yourself for a smooth transition into practice ownership starting as early as when you are an associate. He emphasizes the importance of understanding and negotiating the restrictions contained in your associate agreement that could impact and limit your future career. Then, he offers his insight into the “acquisition vs. start-up” debate. Finally, Stephen highlights the importance of proper real estate negotiation. Listeners who are pursuing ownership through a start-up can visit IdealPractices.com to explore their consulting services, learn from Stephen’s book, “The Startup Dentist: From Idea to Opening Day”, or register for Ideal Practices’ two-day Startup Practice Blueprint Seminar. Also be sure to check out Stephen’s podcast, The Startup Dentist Podcast. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com. To hear more from Stephen and the Amigos, listen to our first podcast with Stephen here https://thedentalamigos.com/2018/05/30/episode-6-defining-success-in-dentistry-with-amigo-stephen-trutter/…

The Dental Amigos

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Episode 124 - DDSmatch’s Joe McGonigal: How Brokers Add Value to Your Transaction 46:49

34 weeks тому46:49

46:49

The Dental Amigos welcome DDSmatch’s Joe McGonigal, a dental industry veteran with over 20 years of experience helping dentists plan and execute successful practice transitions in both doctor-to-doctor and DSO affiliated transactions. As a “sell-side” advisor who focuses on the Greater Philadelphia area, New Jersey, Delaware and Connecticut, Joe helps clients maximize practice value, identify carefully vetted and qualified buyers, and efficiently manage the transition process. Joe McGonigal joins the Amigos for a conversation about the current practice transition landscape. He discusses how the DSO model for practice valuation, which focuses on cash flow over a percentage of collections, has increased purchase prices even in doctor-to-doctor sales. Joe discusses other factors that impact the final purchase price, including location and detailed, accurate financial record-keeping. Joe offers insight on how the right broker can add value to a practice transaction, and the importance of maintaining a structured, professional process for such a significant event in a practice owner’s career. Listeners who are looking for a highly qualified, dental-specific practice broker to help with their transition can visit DDSmatch.com. To reach Joe directly, please send him a message at jmcgonigal@ddsmatch.com. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 123 - Recent Developments: Federal Non-Compete Ban? #s in the Current Market 38:53

34 weeks тому38:53

38:53

The Dental Amigos are back! Rob and Paul discuss recent developments in the dentistry world regarding the prohibition of covenants not to compete in the employment context by the Federal Trade Commission (“FTC”). This federal non-compete ban by the FTC has been controversial spurring lawsuits that challenge the constitutionality of the ban, resulting in a court order that stopped the FTC from enforcing the ban. The FTC is considering an appeal. While some states have banned non-competes within their states, the prohibition on a federal level remains controversial and will continue to play out. With most associate agreements containing non-competes that prevent dentists from providing competing services within a specified geographic area both during an associate’s employment and for a period of time after leaving employment, this issue is getting a lot of attention in the dental world. The Amigos discuss the value of a non-compete, the limitations that a non-compete ban would impose, as well as the impact that a ban would have on the greater economy. The Amigos also discuss what’s happening with DSOs. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 128 - Healers vs. Stealers: David Harris Protecting Your Dental Practice From Embezzlement 43:14

35 weeks тому43:14

43:14

The Dental Amigos Rob and Paul are back, welcoming licensed private investigator, forensic CPA, and certified fraud examiner David Harris for a conversation about protecting your practice from financial crime. Returning guest David Harris is CEO of Prosperident, a firm dedicated to investigating financial crimes committed against dentists. Today, David walks the Amigos through the alarming danger financial criminals pose to practice owners, provides insight into the criminal’s thought process in planning and executing the crime, and offers his basic formula for proactively shielding your practice from embezzlement before it happens. Listeners who want to reach David or employ his team’s services can fill out his inquiry form at www.prosperident.com/dental-nachos or call Prosperident’s toll-free phone number at 888-398-2327. You can also check out his definitive book on dental embezzlement, Healers Versus Stealers: How to Outsmart the Thief in Your Dental Practice. To hear more from David and the Amigos, listen to our first podcast with David by clicking here. Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 122 - Assembling a Group Practice - “De Novo” v. Acquisition 20:13

2 years тому20:13

20:13

n the fourth episode of The Dental Amigos’ fifth season, “Assembling a Group Practice,” Rob and Paul discuss key differences between growing a DSO “de novo” (as a start-up) and by acquiring existing practices. They dive into pros and cons of both strategies, such as how branding is often more consistent in a DSO that grows its practice “de novo” and how a DSO acquiring existing practices benefits from having an existing patient database. Then, the Amigos discuss external factors, like the economy and region, that may factor into a DSO’s decision as to whether to pursue a “de novo” or acquisition approach. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 121 - Assembling a Group Practice - Dentist/Associate Equity 29:17

2 years тому29:17

29:17

In the third episode of The Dental Amigos’ fifth season, “Assembling a Group Practice," Rob and Paul discuss the logistics of offering an associate equity in a DSO. The Amigos begin by explaining the reasons why DSOs frequently offer associates equity, such as to increase associate retention and to garner associate loyalty. Then, they discuss considerations that associates should weigh prior to accepting an equity deal. Which type of equity is being offered? Is the compensation worth the restrictive covenant that accompanies it (which is likely more restrictive than the covenant in a non-equity deal)? In this episode, Rob and Paul offer important advice for practice owners to consider for their associate agreements and for associates to keep in mind prior to signing associate agreements. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 120 - Assembling a Group Practice - Financing and Capital 20:50

2 years тому20:50

20:50

In the second episode of The Dental Amigos fifth season, Assembling a Group Practice, Rob and Paul discuss different strategies that DSOs employ to acquire financing for their group practice ventures. The Amigos identify different factors that lenders consider when reviewing loan requests such as liability, risk of default and success with prior dental practice acquisitions. Finally, they discuss unique challenges that DSOs may face when searching for financing. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 119 - Assembling a Group Practice - Forming a DSO 25:08

2 years тому25:08

25:08

In the first episode of The Dental Amigos’ fifth season, Assembling a Group Practice, Rob and Paul explain the logistics of a dental support organization (“DSO”), and discuss the variety of ways that group practices are formed. Understanding that DSOs may seem complex and difficult to understand, the Amigos kick-off the season with a breakdown of what group practices are, which services they provide, and how to form them. Finally, Rob and Paul finish the episode with a discussion of the pros and cons of dentists working with DSOs and the role DSOs may play in the future of dentistry. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 118 - Buying a Dental Practice - The Transition 28:11

2 years тому28:11

28:11

In the final episode of The Dental Amigos’ fourth season on buying a dental practice, Rob and Paul discuss critical issues buyers should consider when buying a dental practice and planning for the transition of the practice following the purchase. First, the Amigos outline strategies to help new owners facilitate a smooth transition for the remaining staff. Then, Rob and Paul elaborate on the seller’s role post-closing and during this transition period. Finally, they caution listeners on common mistakes they see first-time and veteran buyers make when creating a game-plan for their practice transition. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.…

The Dental Amigos

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Episode 117 - Buying a Dental Practice - The Real Estate 19:29

2 years тому19:29

19:29

In this episode of The Dental Amigos’ fourth season on buying a dental practice, Rob and Paul discuss common mistakes that buyers make with practice acquisitions regarding purchasing the real estate. While buyers often view the option to purchase real estate as an opportunity, the Amigos caution that it could be a liability. Tune in and learn why Rob and Paul suggest that buyers think twice before purchasing real estate and what buyers can do instead. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 116 - Buying a Practice - Negotiating the Agreement & How the Seller Can Impact the Deal 30:53

2 years тому30:53

30:53

In this episode of The Dental Amigos' fourth season on buying a dental practice, Rob and Paul discuss how a buyer can create a healthy working relationship with a practice seller, the importance of establishing the seller’s role after closing, and the implications of certain terms that the seller may request or demand in a purchase agreement . How long should a seller stay on after the practice is sold? Will the seller come back after the sale of a practice to finish work that the seller has already started? How much of the purchase price should be allocated to goodwill? The Amigos will discuss these issues and more in this episode of The Dental Amigos. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 115 - Due Diligence: Financial, Operational, and Legal 34:19

2 years тому34:19

34:19

In this episode of The Dental Amigos, Rob and Paul help listeners understand how to conduct due diligence when buying a dental practice. The Amigos know that due diligence can seem daunting to buyers and that it may be difficult for buyers to know where to start. With this in mind, Rob and Paul break due diligence down into three main categories: financial, operational, and legal. Using these three categories, The Amigos explain what to look out for during each stage of due diligence, identify who buyers need on their team and discuss when buyers should on-board these key players. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

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Rob and Josh Salzer FTC Restrictive Covenants Webinar 17:23

2 years тому17:23

17:23

Rob and Josh Salzer FTC Restrictive Covenants Webinar by The Dental Amigos

The Dental Amigos

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Episode 114 - Buying a Practice - The Negotiation and the Letter of Intent Process 41:16

2 years тому41:16

41:16

In the third episode of Season 4, the Dental Amigos discuss common misconceptions about the negotiation process and establishing a letter of intent when buying a dental practice. Rob and Paul give a working definition of a letter of intent and emphasize the importance of buyers having strategic communications with sellers during the initial stages of negotiating the purchase of dental practices. The Amigos also explain to listeners how to navigate the non-binding nature of a letter of intent. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

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Episode 113- How to Find a Dental Practice to Purchase - Brokers: What They Are and What They Aren't 28:08

2 years тому28:08

28:08

In this episode of The Dental Amigos, Rob and Paul discuss the logistics of finding a dental practice to purchase. The Amigos start this episode by explaining the importance of bringing a broker onto the buyer’s team as early in the process as possible, and then they focus on how to leverage key networking strategies to help find a dental practice. They propose a realistic timeline for potential buyers to expect when buying a practice and expand on how long buyers should anticipate each step of the process taking. Finally, they caution listeners on different reasons deals can die and ways to prevent it from happening. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

1
Episode 112 - What to Look For and What to Avoid When Buying a Dental Practice 41:22

2 years тому41:22

41:22

The Dental Amigos are back for Season 4, where they’ll dig into important aspects of buying a practice, plus they’ll be tipping off listeners to some common mistakes that they’ve seen time and time again in their many collective years of assisting buyers with dental practice acquisitions. With Rob’s experience as a dental-focused attorney and Paul’s experience as a dentist and dental broker, they’ll be providing listeners with holistic advice on how to select the best practice to purchase. In this first episode of the season, Rob and Paul dive right into what to look for and what to avoid when buying a dental practice. They caution listeners on potential red flags to spot early on in a deal, discuss space concerns, review ideal price ranges and offer their own anecdotal advice on finding the right fit when choosing a practice. Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-Law.com.…

The Dental Amigos

1
Episode 111 - Buying into a Practice and Bringing on a Partner: The Real Estate (Seller & Buyer) 38:30

2 years тому38:30