Dentist2Dentist

From Solo Practice To Scalable Legacy: What Dentists Must Know About DSOs, EBITDA, and Real-World Profit

Tue, 14 Oct 2025 11:00:00 -0600

Only a handful of dentists can truly afford to stop working—and the reasons have little to do with clinical skill. We invited Kerry Strain to pull back the curtain on the real levers of profit, the truth behind DSO multiples, and the simple systems that turn production into durable wealth. This is a candid conversation about discipline, not hype: how to allocate cash so lifestyle, taxes, debt, and retirement all get funded; why hygiene capacity is the fastest path to meaningful growth; and how AI, intraoral imaging, and clear standards transform diagnosis, case acceptance, and patient loyalty.

We dig into the market’s shift from quick 5–6x cash deals to partnership structures where owners sell a portion of EBITDA, receive cash plus holding company equity, and keep working under clear performance expectations. Kerry breaks down the three income buckets every owner should build—W‑2 production pay, K‑1 EBITDA distributions, and equity appreciation—and explains why this “legacy strategy” beats chasing an exit. We also get specific on what buyers actually want: $1.5M+ revenue, strong hygiene ratios, predictable systems, and leadership that shows up in reviews, retention, and financial reporting.

If you’re trying to add $600k without adding days, you’ll hear exactly how: reappoint close to 100%, tighten collections at time of service, expand perio maintenance, price with intention, and match capacity to your active base. If you’re considering a DSO or DPO, you’ll learn how to evaluate fit, protect your upside, and avoid the common traps that turn a big check into a slow slide.

Listen, take notes, and choose your path with clarity. If this helped, follow the show, share it with a colleague who needs a playbook, and leave a quick review so more dentists can find these conversations.

Breaking Free: The Path to Insurance Independence in Modern Dentistry

Thu, 31 Jul 2025 07:00:00 -0600

What if your dental practice could support the lifestyle you've always dreamed of? That's the compelling question at the heart of our conversation with Dr. Bill Blatchford, founder of Blatchford Solutions and a pioneering voice for insurance-independent dentistry for over four decades.

Against the backdrop of corporate dentistry's rapid expansion and crushing student debt, Dr. Blatchford offers a refreshingly optimistic perspective that the dream of a thriving private practice remains absolutely attainable. The key lies in what he calls "life-work balance" rather than work-life balance – putting your personal life first and designing your practice to support it.

Drawing from his extensive consulting experience, Blatchford shares practical wisdom on how dentists can break free from insurance dependency while building more profitable practices. He outlines the three critical elements: developing the right mindset that success is possible, acquiring advanced clinical skills beyond dental school, and mastering the communication abilities that turn treatment plans into accepted care.

"Dentistry is a luxury item," Blatchford explains, challenging listeners to recognize that beyond relieving acute pain and infection, dental services are discretionary purchases. The most successful dentists discover what patients truly value – whether it's health, aesthetics, or confidence – and connect their services to those deeper desires.

The financial mathematics are compelling. While many DSO-employed dentists barely manage their debt, associates in well-run private practices can earn $250,000-$350,000 annually within just a few years. Through practical systems like block booking procedures and keeping staff costs to 20% rather than the industry standard 30-35%, practices can dramatically increase profitability without working longer hours.

Ready to transform your practice from insurance-dependent to truly independent? Take the first step toward creating the practice – and the life – you've always wanted by embracing the principles that have guided thousands of successful dentists.

Mastering Aesthetic Case Selection

Tue, 24 Jun 2025 09:00:00 -0600

Transform your dental practice by mastering the art of aesthetic case selection and treatment. The Pacific Aesthetic Continuum (PAC) offers a unique approach to aesthetic dentistry that revolutionizes how you identify, present, and deliver smile transformations. This comprehensive overview walks you through everything you need to know to successfully navigate aesthetic courses and implement what you learn into your practice.

Aesthetic dentistry often seems intimidating to many practitioners, but the PAC methodology breaks it down into manageable levels that build upon each other. Level One focuses on straightforward 10-unit veneer cases, perfect for addressing issues like discoloration, black triangles, diastemas, or worn teeth. As you gain confidence, Levels Two and Three introduce functional components, allowing you to tackle complex occlusal issues alongside aesthetics.

What truly sets the PAC experience apart is its focus on three essential elements: systems, vision, and encouragement. The systems provide step-by-step protocols for case selection, patient presentation, laboratory communication, and clinical execution. The vision comes from working alongside experienced clinicians who've built thriving practices centered on comprehensive aesthetic care. The encouragement creates a collegial atmosphere where participants support each other, making the learning process enjoyable rather than stressful.

Patient presentation represents a critical skill you'll develop through the program. Through strategic photography and communication techniques, you'll learn to help patients recognize aesthetic issues they've become habituated to over time. When patients see their magnified smile on a screen, they naturally become curious about possible improvements. This approach transforms the conversation from "selling" to simply offering solutions for problems patients now recognize themselves.

Ready to expand your practice horizons? Join us to discover how aesthetic dentistry can revitalize your career while providing life-changing results for your patients. The skills you develop won't just enhance your technical abilities – they'll fundamentally change how you practice dentistry and the impact you have on your patients' lives.

Transitioning Away from Insurance for Greater Profitability

Mon, 17 Feb 2025 10:00:00 -0600

Unlock the secrets to thriving in the dental industry with insights from Garrett Caldwell, the visionary CEO of the Pacific Aesthetic Continuum and CORE Dental Laboratory. Discover how dentists of all generations can navigate the evolving landscape of practice management while balancing lifestyle aspirations and business objectives. We speak candidly about the shifting priorities of professionals at various career stages, from those considering retirement to newcomers exploring practice ownership, all amid the challenges of natural disasters and economic unpredictabilities.

Imagine crafting a dental practice that not only supports your financial goals but also enhances your quality of life. We break down the process of creating a robust business blueprint, emphasizing the meticulous planning needed to achieve success. From understanding overheads and setting revenue targets to implementing skill stacking strategies, we offer actionable steps for expanding your range of procedures and boosting hourly revenue. This journey is about empowering dentists to reach financial stability while achieving the elusive work-life balance.

Explore the transformative journey of transitioning to an insurance-free dental practice and the financial and emotional considerations it entails. We share firsthand experiences and guidance on the benefits and challenges of moving away from insurance contracts, advocating for the modernization of practices with technology and strong marketing strategies. As we discuss the impact of inflation and stagnant insurance reimbursements, we highlight the potential for practices to thrive by adopting fee-for-service models and reducing reliance on large team structures. Join us in envisioning a future where practices can achieve profitability and sustainability, buoyed by innovation and strategic foresight.

Thriving in Dentistry: Embracing Change and Innovation for Future Success with Garrett Caldwell

Fri, 14 Feb 2025 19:00:00 -0600

Unlock the secrets to thriving dental practices in a rapidly changing world with insights from Garrett Caldwell, CEO of the Pacific Aesthetic Continuum and Core Dental Lab. This episode promises to revolutionize your approach to dentistry, shifting from a necessity-driven focus to a desire-driven strategy that creates opportunities even during economic uncertainty. Discover how expanding into areas like aesthetics, implants, and TMD treatments can enable your practice to not just survive but thrive as we approach 2025.

Garrett Caldwell joins us to explore the intricate dynamics of navigating dental practice opportunities amid rising interest rates and shifting consumer priorities. We delve into the transformative power of strategic planning, collaboration, and education in turning potential setbacks into growth avenues. By examining past economic recoveries following global crises, we highlight how leveraging collective expertise and strategic differentiation can empower dentists to make informed decisions, whether they're considering joining a DSO, dropping Delta insurance, or inventing innovative independent strategies.

With marketing in the dental field becoming more complex, this episode emphasizes the importance of networking and mentorship to stand out in a competitive market. Gain insights into designing a balanced lifestyle that accommodates both personal satisfaction and professional growth. As we look forward to the future, we invite feedback and participation from our audience to shape upcoming presentations, ensuring that dentists continue to enhance their clinical performance and work-life balance. Join us on this journey to success, supported by a community of industry veterans and peers.

Beyond Gums: Linking Oral Health to Overall Wellness with Tanya Dunlap, PhD

Fri, 22 Nov 2024 08:00:00 -0600

Discover the innovative world of periodontal care with Tanya Dunlap, PhD, Vice President of Perio Protect, as she shares the compelling journey behind the Perio Protect trays. Inspired by her father's quest for a less invasive treatment for his mother, these trays have revolutionized the delivery of medication into periodontal pockets. Our conversation unveils the surprising role hydrogen peroxide gel played in this breakthrough, offering a new perspective on periodontal therapy.

We spotlight the Perio Protect custom form tray, an essential tool for dental professionals. Designed to minimize medication leaks and ensure patient safety, this tray promises ease of use without extensive training. We also touch on the concerning trend of antibiotic over-prescription, encouraging responsible practices amid the stressors of modern dental care. A bit of humor peeks through as we share light-hearted anecdotes about pets and the quirks of remote work life.

Beyond trays and treatments, we explore the profound link between oral health and systemic conditions like diabetes and cardiovascular disease. With insights from practitioners like Garrett and Tanya, we champion the integration of Perio Protect into dental practices for enhanced patient care and boosted practice revenue. Patient testimonials underscore its impact, highlighting improved health outcomes and satisfaction. Join us for an engaging discussion on how these innovative tools can transform dental practice and patient experiences.

Transforming Dental Practice Profitability: Reducing Insurance Dependency with Garrett Caldwell and Stephanie Burrow

Fri, 27 Sep 2024 13:00:00 -0600

What if you could redefine your dental practice's profitability by reducing insurance dependency? Join us as we explore this revolutionary concept with Garrett Caldwell, CEO of CORD Dental Laboratory and the Pacific Aesthetic Continuum, and Stephanie Burrow, CFO of both entities. We'll kick off by tracing the evolution of dental insurance and underscoring why it's crucial to run dental practices like businesses. Discover 10 critical steps for decreasing reliance on insurance, starting with enhancing clinical skills and effectively communicating their value to your patients.

Next, we dive into the financial strategy of dropping insurance contracts and redirecting those funds toward marketing to attract new patients. Imagine replacing a $20,000 insurance write-off with a $5,000 marketing spend that yields a significant return on investment. Proper preparation is key, and we'll outline a six-month plan for patient communication to ensure a seamless transition. Clear, confident explanations to patients about these changes are essential for maintaining quality care and trust, and practicing scripts with your team will help manage expectations effectively.

Finally, we'll cover the vital steps for moving to a model where patients pay upfront, from determining a robust financial policy to offering multiple payment options. Learn about the importance of effective case presentations, scheduling, and monitoring key metrics to ensure your practice thrives with fewer patient visits. By securing true UCR fees, you can achieve similar or even greater profitability with reduced stress and operational costs. With real-world examples and strategies, this episode is packed with actionable insights to help your dental practice successfully navigate the transition away from insurance dependency.

Overcoming Dental Insurance Challenges for a Profitable Practice

Fri, 27 Sep 2024 12:00:00 -0600

Get ready to revolutionize your dental practice in today's ever-changing market. Join us as we uncover the secrets to running a successful dental practice like a savvy business. In this eye-opening episode, we tackle the challenges posed by dental insurance and corporate dentistry, and explore strategies to adapt and thrive. From optimizing work schedules and building a robust patient pipeline, to reducing patient loads while maintaining profitability, we provide practical tips and valuable resources to boost the financial health of your practice. Don't miss out on this in-depth discussion that will reshape the way you approach dentistry.

Looking for ways to make your dental services more accessible and competitive? Discover the often overlooked strategy of offering internal payment plans. In this enlightening segment, we reveal how flexible payment options can not only enhance patient satisfaction but also ensure the financial stability of your practice. Clear communication about payment options, including upfront costs and third-party financing, is crucial. Tune in as we share practical approaches and insights, and explore the complexities of insurance reimbursements and patient payments. Don't let financial constraints hold your practice back – find out how to create win-win situations for both you and your patients.

Is it time to transition your dental practice to a fee-for-service model? In this thought-provoking episode, we dive deep into the challenges and considerations dentists face when breaking free from insurance contracts. Hear stories of dentists who have successfully made the shift and learn from their experiences. We discuss the importance of finding like-minded colleagues for support and explore the evolving landscape of dentistry in today's economy. Discover ten strategies to confidently transition your practice to a more profitable model and gain valuable insights into the sustainability of dental practice ownership. Don't miss this captivating conversation that will inspire you to take your dental practice to new heights.

Advanced Hemostatic Techniques for Effective Tissue Management with Dr. Michael Miyasaki

Tue, 20 Aug 2024 22:00:00 -0600

How do you manage bleeding and saliva effectively in challenging dental procedures? Join Dr. Michael Miyasaki as he shares expert insights into the nuances of tissue management, especially in tricky areas like the mesial prep of a back molar. This episode promises to enhance your understanding of various hemostatic methods, from ferric-based agents to advanced laser applications. Dr. Miyazaki reveals personal experiences with these techniques, spotlighting the pros and cons of each, and introduces clear hemostatic agents enhanced with surfactants that avoid the common issue of tissue discoloration.

Discover the practical applications of QuickStat Free, a revolutionary hemostatic agent featuring aluminum chloride, magnesium, and proprietary surfactants, through real clinical cases. Dr. Miyasaki delves into its effectiveness in procedures like intraoral scans and soft tissue recontouring. Additionally, he highlights the benefits of Vista Apex's StatPak Knitted Retraction Cord, which works in tandem with these agents to improve visibility and control during procedures. Emphasizing community feedback, this episode is a must-listen for dental professionals eager to refine their practice with innovative techniques and materials. Join our growing community and elevate your dental practice today!

Minimally Invasive Implants for Superior Patient Outcomes

Fri, 16 Aug 2024 14:00:00 -0600

Ever wondered how to transform your dental practice and stay ahead with the latest implant techniques? Discover the secrets of minimally invasive implantology that promise to elevate your skills and patient outcomes. This episode unpacks the revolutionary shift from traditional, invasive methods to the state-of-the-art Magic Core system. Learn how advancements like CBCTs and innovative implant designs, featuring wide rectangular threads and a machine-polished magic cuff, can reduce patient discomfort, shorten recovery times, and ensure superior long-term results. Witness how the Magic Core system's unique design promotes stable, healthy healing and tackles the challenges of micro-gaps and movement for more reliable results.

In the second part of our episode, we reveal the global success stories of minimally invasive implantology and its potential to boost your practice growth. Highlighting the necessity of continuous education and the right tools, we discuss effective strategies to market your new skills. This isn't just about meeting patient expectations—it's about driving your practice to new heights. Join the Omni group and embark on a transformative journey that promises to enhance both your professional capabilities and patient care. What are you waiting for? Take the leap and watch your practice thrive.

Mastering Dental Practice Management: A Blueprint for Success with Industry Leaders Garrett Caldwell and Stephanie Burrell

Tue, 20 Feb 2024 12:00:00 -0600

Ever wondered how a few strategic tweaks can turn a dental practice from average to outstanding? Get ready to absorb the wisdom of industry titans Garrett Caldwell and Stephanie Burrell, as they unveil the transformative power of financial analysis, expense control, and streamlined management. This episode is a treasure trove of actionable insights, revealing how even the most minor operational changes, such as scrutinizing leases and equipping your team with the right tools, can massively elevate a practice's profitability.

Diving into the heart of dental practice dynamics, our expert guests highlight the profound influence of a positive workplace culture and the sometimes tough choices that shape it. We explore the magic that happens when a team's daily efforts align with the practice’s vision, creating efficient workflows and a patient experience that's as smooth as freshly flossed teeth. If you're seeking not just to survive but to thrive in the competitive dental industry, the guidance shared here on leadership, continuing education, and the dentist's role as a dynamic team leader will be your compass to success.

And because no practice operates in isolation, we tackle the art of marketing with a blend of traditional charm and digital savvy. Learn how community involvement and leveraging online reviews can be your secret weapons to attract new patients. For those facing the challenge of turning around a struggling practice, we dissect the back-to-basics approach that can lead to profitability in a matter of months. This episode doesn't just scratch the surface—it's an intensive masterclass in dental practice management, helping you chart a course to financial success and beyond.

Revolutionizing Restorative Dentistry: Harnessing Bioactive Materials for Healthier Smiles

Thu, 11 Jan 2024 12:00:00 -0600

Embark on a journey through the transformative landscape of bioactive materials in dentistry, where tradition meets innovation at the intersection of health and science. Discover the remarkable evolution of dental bonding systems, as we trace their origins from the revolutionary fourth generation to today's cutting-edge adhesives. Our exploration doesn't stop at historical milestones; we also shatter common misconceptions and advocate for a more holistic approach to adhesion, thanks to insights I gained while working with pioneers at Apex Dental Materials.

The conversation turns to the dynamic realm of bioactive properties and their promising applications in restorative dentistry. Imagine materials that mimic the natural process of bone formation, enhancing tooth remineralization and providing a formidable defense against secondary decay—this is not the stuff of fiction but the remarkable reality of bioactive glass and its derivatives. We dissect the mechanics of these materials and their symbiotic relationship with biological tissues, showcasing a future where dental restorations not only repair but also regenerate.

Wrapping up, we provide a masterclass in the practical application of these revolutionary materials. Through a meticulous step-by-step guide, learn how to harness the power of Desensimax and Regen products for superior clinical outcomes. We also proudly introduce pulse activation, my personal innovation that minimizes post-operative sensitivity, redefining the standards for composite restoration techniques. By integrating bioactive materials into your practice, you're not just restoring teeth—you're fortifying the future of oral health.

Pioneering Micro-Endodontics and Balancing Life with Dr. John Stropko, Inventor of the Stropko Irrigator

Thu, 07 Dec 2023 13:00:00 -0600

Get ready to discover the fascinating journey of our illustrious guest, Dr. John Stropko. A pioneer in the realm of dentistry, Dr. Stropko takes us through his captivating odyssey from humble beginnings to inventing the ground-breaking Stropko irrigator. Borne out of his transition into the specialized field of micro-endodontics, this invention has since revolutionized the practice of dentistry. Dr. Stropko's narrative isn't just limited to his professional accomplishments, as we also traverse the personal anecdotes of his experiences as a pilot and motorhome owner, and his intriguing encounter with a rare liver dish.

As you accompany us through Dr. Stropko's journey, you'll find yourself immersed in insights and advice that extend beyond the confines of a dental practice. Dr. Stropko underscores the significance of passion and balance in every aspect of life. The concept he fondly coins as the "cross of life", emphasizes the necessity to balance work, play, love, and worship. His reflections on his personal life experiences, particularly his joy of flying and life on the road, further illuminate this philosophy.

We conclude our conversation with a glimpse into the entrepreneurial facet of Dr. Stropko's career. His innovative and strategic approach to business and marketing can serve as a learning curve for many. He talks about his plans to incorporate our conversation into his marketing initiatives, demonstrating his forward-thinking mindset. As we bid adieu, we wish him continued success and look forward to catching up with him in September. Embarking on this knowledge-filled journey with us, you're sure to gain enriching perspectives on dentistry, life, and a lot more.

Exploring the Impact of Technology in Dentistry and the Pursuit of Simplified Success with Dr. Sameer Puri and Dr. Mike Miyasaki

Thu, 07 Dec 2023 11:00:00 -0600

Ever wondered about the transformational power of technology in dentistry? Join us as we sit down with world-renowned leader in CAD/CAM dentistry, Dr. Sameer Puri. We travel through time, tracing the evolution of seric technology and exploring its impact not only on Dr. Puri’s career but also on the dental industry at large. Reflecting on his role as a seric beta tester, we uncover valuable insights into this revolutionary tech.

We then shift gears, opening a candid conversation on the perils and pleasures of success. One of our guests takes us through his personal journey of wealth accumulation and the ensuing realization of the importance of living within one's means. Drawing from his plans to downsize and simplify life, we delve into the art of finding happiness in simplicity, the balance between risk and caution, and the joy of redefining priorities.

Rounding off our episode is an intriguing chat with Dr. Mike Miyasaki, a dentist turned successful entrepreneur. Dr. Mike shares his experience incorporating the CEREC into his practice, recounting the immense benefits it brought. We also hear from Dr. Sameer Puri, who shares the unique challenges and rewards of the dental profession. This episode is a treasure trove of personal experiences, professional insights, and honest reflections on dentistry, success, and the pursuit of happiness. Join us on this enlightening journey.

Revolutionizing Dental Materials with Scott Lamerand, CEO of Vista Apex Dental Materials

Thu, 09 Nov 2023 10:00:00 -0600

Are you ready to revolutionize your understanding of dental materials? Our episode today brings you a captivating conversation with Scott Lamerand, the CEO of Vista Apex Dental Materials. His journey in the dental industry began in 1994 at Bisco Dental Products and brought him to form Apex Dental Materials in 2001. Scott shares his belief in focusing on the needs of the doctor and patient over mere profit motives. He also emphasizes the value of collaboration over competition in the industry.

Dive into the world of bioactivity in dental materials, a sector Vista Apex Dental Materials has revolutionized. Learn about the genesis of the RE-GEN product line and the innovative adhesive technology incorporated into a sealer. Discover the breakthrough solution for zirconia contaminant removal, ZR-C and ZR-P, a product designed to simplify the lives of doctors and patients. We wrap up by highlighting Vista Apex, a collaborative platform where clinicians and the company work together to develop new products, and where stellar customer service is just a call away. Are you game for this enlightening journey? Don't miss out!

Note: This summary uses the techniques of 'Make a promise of what you'll learn' and 'Highlight a guest' to attract listeners. The tone strikes a balance between being informative and intriguing, suitable for the theme of the podcast.

5 Tips to Unraveling the Secrets of Dental Practice Success with Garrett Caldwell

Thu, 09 Nov 2023 10:00:00 -0600

Ever thought about how to navigate the rapidly changing dental industry? Wonder no more, as we unravel the secrets of strategic decision-making in dental practice with our distinguished guest, Garrett Caldwell. Get ready to redefine your business objectives, as we walk you through the five crucial steps to ensure a successful dental practice. From identifying the importance of your unique value proposition to creating a comprehensive business development blueprint, we've got you covered.

But hold up, it doesn't end there! We also tackle the business management skills that every dental practice should master - think analysis, planning, managing internal processes, and more. In the ever-evolving world of dentistry, we highlight the importance of multidisciplinary services, such as aesthetic treatments and implant services. It's all about giving your patients the best services while maximizing your practice's potential. So, buckle up and join us on this insightful journey full of valuable tips and strategies to ensure the longevity of your dental practice. With Garrett Caldwell's expert insights, you're in for a treat!

Navigating Financial Challenges and Opportunities in Dentistry with Dr Michael Miyasaki and Garrett Caldwell

Thu, 09 Nov 2023 09:00:00 -0600

Can you imagine a life where you conquer the financial challenges that plague your dental practice and instead enjoy a thriving, profitable business? Join us with dental industry stalwarts Dr Michael Miyasaki and Garrett Caldwell as we unravel the intricacies of managing the financial health of a dental practice, and how to pivot in the face of growing practice expenses and dwindling net incomes. We promise you an enlightening conversation as we navigate through the evolving landscape of dentistry, offering practical advice on expenses management and strategies to improve your bottom line.

We're taking a deep dive into the real-world challenges that senior doctors face in running a successful dental practice. With our experts, we explore the necessity of understanding an income statement, and how it can be the lifeline of your practice's financial health. The need for postgraduate education, the trials of finding associates and the reality of paying them - all these are part of the dental practice landscape that we dissect in our conversation. But fret not as we also discuss potential solutions, laying the path for a successful dental business.

And what if your confidence in performing procedures could directly impact the profitability of your practice? Imagine the possibilities as we explore the world of hands-on learning programs in the dental industry - the advantages, the challenges, and the immense opportunities that await. With Dr Miyasaki and Caldwell, we delve into the hows and whys of gaining essential skills, the advantages of hands-on programs, and the link between your confidence in performing dental procedures and the profitability of your practice. Get ready for a game-changing conversation!