TPO 92 Pre-Ownership Explained: Due Dilligence

Merlin Erickson explores the cutting-edge of dental financing with Steve Steinbrunner from Provide. Discover how fintech is transforming the way dentists secure loans, the importance of peer support, and the strategic insights on navigating financial challenges in the dental industry. 

This is a packed episode--all about Analytics-based Practice Management. George interviews former host Dr. Andrew Clingan and super-listener Dr. Graham Beard. Most dentists starting out spend years trudging through stupid, avoidable problems. Not Andrew. Not Graham. Why? Find out how they embrace analytics to run a practice--the right way. This is the new, proven way to run a practice.   LINKS: Come to Analytics-based Practice Management Listen to the Billion Dollar Podcast Listen to the first Ask George episode  

You've heard his journey so far, with his first decision to expand. In Part 1, we set the stage for Dr. Chad Christiansen's next opportunity. He might be expanding to an entirely new location. So will he add a startup loan on top of his acquisition loan?

Pre-owner Under Water is back! Our anonymous guest "Dr. Hoss" joins Matt Ford and Merlin Erickson. Dr. Hoss has his sites set on a practice doing about $750k. He's not sure. But Matt loves it. We'll see if he jumps on this opportunity, or waits for the next one to come around. 

The when, how, and why of expanding your practice. Our guest Dr. Chad Christiansen talks about his original expansion from five to seven operatories. But he's also hitting that point where he knows he can't grow in his current space. Richard and Caitlin coach him through exactly how to do this. 

There's an intricate dance between aggressively pursuing financial freedom and staying physically, mentally, and even spiritually healthy. Richard and Ryan Isaac talk about this nuanced debate of wealth versus health within our profession

Dr. Steven Beard and Caitlin Embree continue their conversation about practice systemization, focusing on the art of patient flow in the dental office. Strategies for scheduling, the impact of first impressions, and the tactical use of diagnostics to enhance treatment acceptance, and more.

From graduation, to associateship, to rural Missouri, Dr. Aubrie Evans tells us about her rocky, wild journey as a productive solo practice owner. Unexpected departures of key staff members and embracing the complexities of insurance, Dr. Evans tells all.

George and Suzanne answer pointed questions about practice expansion, giving us rare glimpses into their first-hand experience during this inaugural episode of Ask George.

Dr. Steven Beard and our very own Caitlin Embree talk about efficient office systems, mastering the balance between productivity and busyness, and the art of insurance negotiations.