show episodes
 
This podcast covers from START to FINISH a Dental Practice Acquisition. ALL the steps toward becoming a dental practice owner are here folks. Michael Dinsio, founder of Next Level Consultants has seen hundreds of deals. He is bringing his experience from the banking industry and years of lending money to dentist wanting to get into dental practice ownership. In this podcast SERIES, Michael talks with GUEST SPEAKERS about HOW TO BUY A DENTAL PRACTICE. They are all experts in the industry brin ...
 
This Podcast is dedicated to "Dental Entrepreneur" - Michael Dinsio of Next Level Consultants together with John Bertagni - an industry icon. They talk about the #TRUTH when starting up or acquiring a a dental practice. There is a definitely a playbook, and these two guys have navigated the space for 20+ more years. They talk about the pitfalls when starting up, what to look for, what to do, what NOT TO DO!!! This podcast will get you to the finish line. The main goal is to give you a runnin ...
 
Dentists, Puns, and Money brings together successful dentists, dental specialists, dental practice owners, and other dental professionals and influencers from the dentistry community. We share successes and challenges from dentists and dental professionals, as well as inflection points, and what’s working now in the dental marketplace. And we may share a bad joke too. If you are a dentist interested in learning more about personal finance and the business of dentistry, be sure to rate and su ...
 
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show series
 
The Secure Act 2.0 retirement bill, passed into law on December 23rd, 2022, includes many changes to retirement planning, investment planning, and tax planning. In this episode Dentists, Puns, & Money, Shawn Terrell shares his Top Ten Takeaways for dentists related to Secure 2.0. Learn more about: Changes to the age at which Required Minimum Distri…
 
Paula Quinn, Next Level Consultants - CoFounder/Owner/Dental Practice Consultant & Clinical Director. Align Technologies - Hygiene Faculty/National Speaker/Global Hygiene Faculty/International Speaker/Trainer/KOL/Educator, Biolase - Hygiene Faculty/National Speaker/Trainer/KOL/Educator To Contact Paula for a CONSULT SESSION: email:paula@nxlevelcons…
 
In this episode Dentists, Puns, & Money, we talk with Dr. Eric Block. Dr. Block struggled with anxiety, stress, and burnout early in his clinical career. He eventually sought therapy, and while it took years, Dr. Eric now loves going to work each day. To highlight his experience and help other dentists, Dr. Block wrote The Stress-Free Dentist: Over…
 
In this episode Dentists, Puns, & Money, we talk with Dr. Laura Brenner. Dr. Brenner left clinical dentistry due to burnout after practicing for ten years. In the process, she started a "side gig" as a blogger. One of her blogs, "10 Reasons your Dentist Probably Hates You Too" went viral overnight. And that led Dr. Laura down a new path: working wi…
 
Paula Quinn RDH, BSDH Next Level Consultants - CoFounder/Owner/Dental Practice Consultant & Clinical Director Align Technologies - Hygiene Faculty/National Speaker/Global Hygiene Faculty/International Speaker/Trainer/KOL/Educator Biolase -Hygiene Faculty/National Speaker/Trainer/KOL/Educator RDH Magazine -article by Paul Quinn Dr. Bicuspid - The Fu…
 
In this episode Dentists, Puns, & Money, we're again discussing income taxes and tax diversification. What is tax diversification? How can dentists and dental practice owners think about this topic as they contemplate their exit from clinical dentistry? Not all income is created equally in the eyes of the IRS. In reality, there are actually four se…
 
Join your host Greg Essenmacher as he talks with this generations leading figures in the dental field. Special Guest - Dr. Robert Carpenter “From the Powder to the Powder Keg” Listen in as Dr. Robert Carpenter shares his experience going from the slopes of Colorado to residency in the middle of the Covid crisis in the Bronx to becoming a Dental Ane…
 
In this episode Dentists, Puns, & Money, we talk with Dr. Scott Leune. Dr. Leune suffered a back injury early in his clinical career. It left him in and out of a wheelchair, and forced him to pivot to a CEO role within his dental practices. That experience also taught him how to grow and scale multiple dental practices quickly. Dr. Leune now helps …
 
This ENCORE Episode focuses on getting your marketing ROI for your start UP🔺 by scheduling NEW PATIENTS. We talk about getting PATIENTS scheduled ASAP ☎️ within the FIRST 6 MONTHS of opening. Golden Goose Scheduling 🥚 are MASTERS at getting new patients 🧍‍♂️🧍🧍‍♀️ in the door. We talked about THE POWER OF INFLUENCE & PERSUASION. Dr. Christopher Phel…
 
In this episode Dentists, Puns, & Money, we talk Roth IRA conversions for dentists. Roth IRA conversions are a great strategy for dentists looking to reduce their lifetime tax bill owed to the IRS. We dive into 6 reasons why Roth conversions might make sense for a dentist in this episode. In the conversation, we also touch on: Why the upcoming expi…
 
In this episode Dentists, Puns, & Money, we talk with Catherine Tindall. Catherine a CPA specializing in tax credits. After getting her start in advanced tax planning and compliance, Catherine saw a real need to better serve the tax credit niche, especially related to the Employee Retention Credit (ERC). With millions of dollars at stake, many busi…
 
Art Wiederman, Director of Dental Practices, CPAHe specializes in serving dental practices. He oversees a variety of services including accounting, tax compliance and planning, financial planning, retirement planning and financial practice management consulting. Art’s expertise is not only in taxation issues for dentists, but also in his knowledge …
 
In this episode Dentists, Puns, & Money, we talk with Larissa Banting. Larissa is an accredited publicist and the owner of El Bee PR. Larrissa explains the power of publicity for a dentist, especially in the local media. We discuss how, even in the age of social media, a dentist can position themselves for appearances on local television, radio, an…
 
In this episode Dentists, Puns, & Money, we talk with Michael Dinsio. Michael is dental practice consultant. After several years working with dentists in the banking and lending industry, he started Next Level Consultants. Next Level Consultants is unique in that it provides guidance for dentists who are starting practices from scratch as well as d…
 
Mr. Ali Oromchian is one of the nation’s leading legal authorities on topics relevant to dentists. Since its creation, the Dental and Medical Counsel PC law firm has been regarded as one of the pre-eminent health care law firms devoted exclusively to healthcare professionals. Ali's clients seek his advice on dental and medical practice transitions,…
 
In this episode Dentists, Puns, & Money, we talk with Dr. Grace Yum. Dr. Yum is a pediatric dentist, practice owner, and mother. In 2017, Dr. Yum started a Facebook group called "Mommy Dentists in Business." Its purpose is to have a community where other mother dentists can share the challenges of balancing motherhood with being a clinic dentist an…
 
In this episode Dentists, Puns, & Money, Shawn discusses his recent experience completing his family's estate planning and legal documents. In his work as a financial advisor, Shawn finds that most dentists have loose ends as it relates to their personal and dental practice legal documents. Having recently completed his own estate documents, Shawn …
 
Zach McKenzie, partner success manager - Joins the show from Dental Intelligence. Dental Intelligence can do SO MUCH! 🤯 It's really hard to fit it all into one EPISODE!!! But none the less, WE TALK 🗣 about how Dental Intel makes it so easy for you to see 👀 exactly what is going on inside of your dental practice. What you can do to get patients butt…
 
In this episode Dentists, Puns, & Money, we talk with Dr. Travis Campbell, otherwise known as "The Dental Insurance Guy." Dr. Campbell's early years as an owner dentist were plagued by frustration in dealing with dental insurance companies. Further, he had a hard time finding good resources on improving the dental claims submission process. So he p…
 
In this episode Dentists, Puns, & Money, we talk with Dr. Steven Kupferman. Dr. Kupferman is an Oral and Maxillofacial surgeon in Los Angeles, California. And he’s also the founder and CEO of MedVA, which has pioneered the use of virtual assistants in dental and medical practices. MedVA was born out of an increasing staffing problem Dr. Kupferman e…
 
Justin Schafer IS BACK! ! ! He joins us this time representing his firm, Aprio. You can visit his page & schedule an appointment to talk directly with him Aprio Website Aprio has tons of resources and is a Dental Specific CPA & Advisory Team. Justin is leading the charge in transitions and brokering practices with the full force of Aprio supporting…
 
Tommy is a founder of Xite Realty and has over 15 years of healthcare real estate experience and practice sales throughout the United States, Europe, and Mexico. Tommy's profile: Tommy Newton's Profile Free Broker Opinion of Value: Xite Realty Inquiry As a dental buyer representative, Michael Dinsio helps dentists buy dental practices step by step.…
 
Joseph Rossi is passionate about helping dentists get into ownership. Even as a Practice Broker, he wants to help the BUYER get the best practice they can. The biggest takeaway from this EPISODE was... Practice Brokers want their deals to work out for everyone including the BUYER. They do want to help you find the practice that fits your skillset, …
 
David Haynes, MBA, is Vice President of National Practice Sales at Menlo Dental Transitions, an Arizona-based firm that specializes in dental practice appraisals and sales. To learn more, please visit www.menlotransitions.com or follow us on Instagram at @menlodentalteam. You can also contact David at david@menlotransitions.com to discuss your prac…
 
Jeremy Keck w/ DDSmatch is the guest this episode representing the Colorado and Wyoming region for our DENTAL SHARK WEEK. Jeremy talks about #1 Getting Your Team of Professionals in order to approach a broker as prepared as you can be. Also talking to the BANKS early on. Toward the end of the show Michael and Jeremey talk about some of the biggest …
 
Tim Giroux the owner of Western Practice Sales is a fountain ⛲️ of knowledge. He is a trained dentist and knows what he's talking about. He talks about everything YOU NEED TO KNOW, when looking for the best dental practice for you as a BUYER. ☎️: 800.641.4179 Ext. 116 📞530.673.1302 Fax📠: 530.674.9765 📧: info@westernpracticesales.com 💻 www.westernpr…
 
Rod Johnston joins the show as out first Shark 🦈 for Practice Broker Shark Week #dentalsharkweek. He talks about what buyers need to know when approaching a deal. Show Host - Michael Dinsio consultant and founder of Next Level Consultants, has known Rod Johnston and his group OMNI practice group for a long time. They've worked together to inform pr…
 
Our guest is this episode of Dentists, Puns, & Money is Elijah Desmond, otherwise known as DJ Smiles. Elijah Desmond is a dental hygienist turned serial entrepreneur. He has revolutionized the dental continuing education industry by creating Smiles at Sea, The Dental Festival, and by traveling to other dental CE events in his Moto-Vation tour bus. …
 
Our guest in this episode of Dentists, Puns, & Money is Dr. Len Tau. Dr. Tau is many things... dentist, speaker, podcaster, author, and consultant for dental reputation marketing. In our conversation, we focus on his latest book: 100+ Tips for Getting 100 Five Star Reviews in 100 Days. Dr. Len and I dive into why online reviews are critical for a d…
 
Today our guest is Paul Lowery from Dental Menu. Dental Menu Dental Menu is a Software as a Service (SaaS). Dental Practices use Dental Menu to capture new patients. SPECIFICALLY patients that DO NOT have insurance. Statistics say that roughly 50% of all patients in the market DO NOT have insurance via PPOs. We talk about how Membership Plans can b…
 
Our guest in this episode Dentists, Puns, & Money is Chris Pistorius. Chris is the founder of Kickstart Dental Marketing, a marketing firm that works with dental practices across the United States to increase new patient flow. Chris and I talk about how dental digital marketing has dramatically evolved in the last decade or so. We also discuss what…
 
Micheal Dinsio and Morgan Stump both are well versed in the banking 🏦 world of dentistry. This dynamic duo talk numbers, deals, approvals, and more. . . Between the two of them they have seen 👀 hundreds of deals $ $ $. If you are looking to get financing for an acquisition, this is the episode you need to see. In early 2018, Morgan decided to take …
 
Our guest is this episode of Dentists, Puns, & Money is Dr. Paul Goodman, otherwise known as Dr. Nacho. Dr. Paul is a dentist and partner of a group practice in Mercer County, New Jersey. But he may be best know for founding the Dental Nachos Facebook group. We cover a number of topics in our conversation, including Dr. Nacho’s latest venture, Dent…
 
Welcome to Dentists, Puns, & Money! My guest on today’s show is Dr. Sean Whalen. Dr. Sean is a pediatric dentist and owner at Children’s Dentistry in Westminster, Colorado. Dr. Sean is a busy guy. In addition to practice, he’s helped develop and launch Smiyl, a xylitol toothpaste for kids. And Dr. Sean is also the dental director for teledentistry.…
 
Welcome to Dentists, Puns and Money! Today we talk with Dr. Ginger Bratzel, a dentist turned advocate for dental practice owners. Dr. Ginger bought a struggling practice right out of dental school and thought she could fix it up. As it turned out, that took more than a new logo, or better equipment, or more initials behind her name. Plus, we discus…
 
As always Michael Dinsio of Next Level Consultants is asking the questions 🙋 & finding the answers you need know. You can find Michael at https://www.nxlevelconsultants.com/buyer-representation.html Next Level Consultants is a Full Service Dental Practice Consultancy Team. They provide Dentists with resources and information they need to run a supe…
 
Welcome to Dentists, Puns and Money! Today we talk with Dan Blair, VP of Associate Placement Services for Menlo Dental Consulting. Menlo is an Arizona-based company that works diligently with both associates and practice owners to align them with the right career growth and business opportunities nationally. Dan shares more about the in-depth disco…
 
Well WE ARE BACK !!! with a new SERIES of ENCORE SESSIONS. We brought a very special guest on the show to give you all the Marketing Strategies that you need when starting up! This guy does this for a living. He knows it, he breathes it, and MOST IMPORTANTLY it works! Michael Dinsio and Michael Arias get into the key takeaways and the most efficien…
 
Still getting started 🎬 with this Season and jumping into the Demographics Analysis 🧐 from Dentagraphics.com We want get Demographics going early on in the process. Good demographics just give us a really good perspective and jumping off point when looking for that IDEAL🤩 DENTAL PRACTICE ACQUISITION. Using Demographics allows you to plan and set yo…
 
Welcome to Dentists, Puns and Money! In this episode, we talk with Emmet Scott, Co-Founder of Community Dental Partners. Emmet stops by the show to chat about his new book, DSO Secrets: The Ultimate Guide to Building Your Dental Empire and how opening a Pediatric Dentistry practice with his best friend (Dr. Chad Evans) has led to the pair to help m…
 
Welcome to Dentists, Puns and Money! In this episode, we talk with Dr. Casey Goetz of Cuivre Creek Pediatric Dentistry. Dr. Goetz's interest in pediatric dentistry began with a chance encounter. It's just one of the many interesting topics we discuss. (And if you missed the last episode, The Practice Growth Podcast is now renamed Dentists, Puns & M…
 
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