In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. D in North Carolina. Dr. D’s story is an interesting one because it had lots of twists and turns, including an inexperienced broker, some tricky lending, and an interesting credentialing journey.

In part 2 of this 3-part story, we follow how Dr. D secured bank financing, including comparison shopping and negotiation. At the same time, he needed to hire an attorney, complete due diligence, and prepare for day one of ownership.

In season 8, you’ll hear real stories about real clients of Dental Buyer Advocates. Through those stories, you’ll gain a better understanding of the logistics, the timing, and the potential speed bumps that practice buyers run into. No two deals are the same, but hearing how our team navigated these deals will help prepare you for your own.

See a sample valuation report on this page

Schedule a free consultation with the DBA team

Read Brian's book, How to Buy a Dental Practice

Download our free Due Diligence Checklist

In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. D in North Carolina. Dr. D’s story is an interesting one because it had lots of twists and turns, including an inexperienced broker, some tricky lending, and an interesting credentialing journey.

In part 1 of this 3-part story, we follow how Dr. D decided which practice to buy, and what was attractive enough about this one to move forward.

In season 8, you’ll hear real stories about real clients of Dental Buyer Advocates. Through those stories, you’ll gain a better understanding of the logistics, the timing, and the potential speed bumps that practice buyers run into. No two deals are the same, but hearing how our team navigated these deals will help prepare you for your own.

See a sample valuation report on this page

Schedule a free consultation with the DBA team

Read Brian's book, How to Buy a Dental Practice

Download our free Due Diligence Checklist

In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the season. Dr. A was producing $2M in an absentee-owned practice—without any ownership stake.

In this final part of the story, we follow how Dr. A worked his way through the closing checklist, getting as prepared as possible to step into ownership and be successful.

In season 8, you’ll hear real stories about real clients of Dental Buyer Advocates. Through those stories, you’ll gain a better understanding of the logistics, the timing, and the potential speed bumps that practice buyers run into. No two deals are the same, but hearing how our team navigated these deals will help prepare you for your own.

Schedule a free consultation with the DBA team

Read Brian's book, How to Buy a Dental Practice

Download our free Due Diligence Checklist

In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the season. Dr. A was producing $2M in an absentee-owned practice—without any ownership stake.

In part 2 of this 3-part story, we follow how Dr. A saved $100K off the asking price, how he chose the right banker, and, ultimately, how he secured the right financing.

In season 8, you’ll hear real stories about real clients of Dental Buyer Advocates. Through those stories, you’ll gain a better understanding of the logistics, the timing, and the potential speed bumps that practice buyers run into. No two deals are the same, but hearing how our team navigated these deals will help prepare you for your own.

Schedule a free consultation with the DBA team

Read Brian's book, How to Buy a Dental Practice

Download our free Due Diligence Checklist

In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the season. Dr. A was producing $2M in an absentee-owned practice—without any ownership stake. In part 1 of this 3-part story, we follow how he found the opportunity, valued the practice, and made an offer that the seller accepted.

In season 8, you’ll hear real stories about real clients of Dental Buyer Advocates. Through those stories, you’ll gain a better understanding of the logistics, the timing, and the potential speed bumps that practice buyers run into. No two deals are the same, but hearing how our team navigated these deals will help prepare you for your own.

Schedule a free consultation with the DBA team

Read Brian's book, How to Buy a Dental Practice

Download our free Due Diligence Checklist

Get Brian's book for 50% off Schedule a free intro call with Brian's team More free educational resources from Dental Buyer Advocates

In this extended episode, Brian and Kingsley run through 7 tax strategies that dentists should know about. What pros and cons do they each have? How much should a dentist expect to save with each one? Wrapping up season 7, they give you the basics and the vocabulary that you need to ask the right questions and the get the most from your bookkeeping, your CPA, and other financial issues.

Learn more about DentalTax here.

Get Brian's book for 50% off Schedule a free intro call with Brian's team More free educational resources from Dental Buyer Advocates

Dentists often complain that their CPA is too timid in fighting for the dentist's tax bill, getting that number as low as possible. But is that true? Are CPAs not aggressive enough, generally? Brian and Kingsley bust some myths around some of the stereotypes and misconceptions about CPAs (and validate others). They'll also give some tips for building a strong and respectful relationship with your dental CPA.

Learn more about DentalTax here.

Get Brian's book for 50% off Schedule a free intro call with Brian's team More free educational resources from Dental Buyer Advocates

What is a tax projection, why do you want one, and when should you expect to see one? And...why don't most CPAs do this? And how does it help dentists prepare financially for the coming year? Some of the answers seem obvious, but others aren't. Brian and Kingsley give their takes on tax projections.

Learn more about DentalTax here.