Applying DSO BEST PRACTICES TO YOUR DENTAL PARCTICE

Whether You Are Running A Large Group Practice or Have One Site, Developing and Managing People, Data, Issues and Processes Are The Biggest Challenges To Growing A Dental Practice.

Come Join Us As We Discuss:

Benchmarking Your Practice

Understanding EBITDA & Multiple Types of EBITDA

Workflow Automation

Accrual Accounting and Why It’s Important

Attracting Associate Doctors – Equity Incentive Plans

Rightsizing Operations for Profitability

The Future of Practice Management Software

Tax Structuring DSO’s

4 CE

Thursday April 27th 6:00 PM – 9:00 PM – Memphis

Friday April 28th 9:00 AM – 1:00 PM – Nashville

Saturday April 29th 9:00 AM – 1:00 PM – Knoxville

Registser Here

Applying dSO Best practices to your Dental Practice

Whether you are running a large group practice or have one site, developing and managing people, data, issues and processes are the biggest challenges to growing a dental practice. Come join us for an evening of learning and collaboration as we discuss: To Register Click Here

sEPTEMBER 20, 2022 – SPECIAL EVENT – Ferrari Showroom
Join us for a night of learning, cocktails, Food and fast cars!

Cauley Ferrari – 7070 Orchard Lake Road West Bloomfiled, MI

AS we discuss:

DSO Deal Concepts
(comparison of large dso offerings)

The Collaborative Partnership Model
An emerging Business Model

A complEte analysis of dso options and why you may or may not want to particIpate

Seller Tax StraTEgies – how to avoid tax and tax land mines

Join Us As We Discuss

DSO Deal – Compare DSO Offerings and Done Deals

Look Through the Lens of a DSO Buyer

How To Calculate EBITDA and Why Your P&L Gives Little Insight Into Real EBITDA

Seller Tax Strategies – How to Avoid Tax and Tax Land Mines on The Sale of Your Practice to a DSO

The Collaborative Partnership Model – Building Infrastructure – DSO Accounting Infrastructure.

Why Keeping Your Practice May Make Sense

Meet with Some Collaborative Partnerships in the Making – CollaborX a Michigan Partnership Group – Quest a Tennessee Partnership Group.

This seminar is for dentists and spouses only

Detroit – Sept 20th – 6:30 PM -9:30 PM ET

Grand Rapids – Sept 21st – 6:30 – 9:30 ET

3 CE Credits – $175 Click Here to Register

Traction for Dental Practices

EOS – The Entrepreneurial Operating System ®

EOS for Dental Practices – Traction for Dental Pactices

Whether you are running a large group practice or have one location, developing and managing people, data, issues, and processes are the biggest challenges to growing a dental practice.

Many of the most successful entrepreneurs and business leaders work longer hours and get less return on their investments of time and money.

Most Chief Operating Officers, Regionals and Office Managers grapple with the same challenges:

– Lack of control over time.

– People who don’t listen, understand, or follow through.

– Profit that’s inconsistent and/or weak.

– Growth has slowed and the practice cannot break through to the next level. – Quick fixes that come and go, bringing little change with
continued frustrations.

Learn About EOS – The Entrepreneurial Operating System

EOS ®, the Entrepreneurial Operating System ® is a comprehensive business system, integrating a holistic business model with a complete set of simple business tools with a proven business process to align and synchronize all the pieces of your business to produce the results you want.

Farmington Hills – October 29th 9:00 AM to Noon – $125

Grand Rapids – Nov 5th 9:00 AM to Noon – $125

Nashville – Nov 12th 9:00 AM to Noon – $125 Click Here To Register For Taction for Dental Practices EOS for Your Dental Practice
The Entrepreneurial Operating System ®

Most entrepreneurs and business leaders face similar frustration – personnel conflict, profit woes, and inadequate growth. Decisions never seem to get made, or once made, fail to be properly implemented. EOS provides a solution. It’s not complicated or theoretical. The Entrepreneurial Operating System (EOS) is a practical method for achieving business success.

Join us for a Zoom (GoToMeeting) presentation on Friday July 23rd from 9:00 AM -10:00 AM to present the EOS process and how to implement it in your dental practice. If you would like to attend our session, please contact me at (919) 710-7376 or email me [email protected]

Complementary Seminar – 1 hour

Women In Dentistry – Leaders Conference • Women Leadership in Dentistry – Hear From Industry Leaders
• Why Women Out Perform Men In Dentistry
• Building Your Leadership Team
• Women Owned DSO’s and Group Practices – Success Stories
• Why Nice Girls Don’t Get the Corner Office
• HR Challenges in the Workplace – Solo Dental Practice, Group Dental Practices
and the DSO
• Grants, Disadvantaged Groups and Resources for Women In Dentistry

Join us at the Detroit Athletic Club – Lunch Included Rescheduled – 2021 date to be determined
9:00 AM to 1:00 PM ET
$125 Dental Practice Valuations –
Trends, Techniques, and Valuation Foot-Faults • How valuations are performed
• Why valuations can vary based on who the buyer is
• Why valuations can vary based on who does the valuation
• Approaches to value
• How to build value
• what is and is not include in your valuation
• How dental equipment is valued
• How insurance participation, rental rates, and marketing impact your valuation
• What are the different kinds of valuation

Virtual Session Wednesday, April 21, 2021
5:30 PM ET to 7:00 PM ET
$85.00

Moving the Needle – Benchmarking Dental Practice
Key Performance Indicators • What are the Key Performance Indicators (KPI) you should be using
• What are the root causes of your KPI outcomes
• How to impact your KPI’s
• How do you build your unique KPI’s
• How KPI’s impact the budgeting process
• KPI’s and valuations, how they are related
• Why good numbers can be bad and bad numbers can be good
• How accounting methods impact your KPI’s
• Why accrual accounting is important
• How to build quality financial reporting

Virtual Session Friday February 19, 2021
9:30 AM ET to 11:00 AM ET
$85.00

What Is An Equity Incentive Plan
How Much Equity to Share
Who Gets How Much
Vesting
How to Make Shares Liquid
Choosing a Forms or Forms of Equity
Fixed Percentages
Compensation Surveys
Dynamic Models
Stock Options
Restricted Stock
Phantom Stock
Other Approaches
The Rules and Tax Consequence
Tax Elections
Valuations
Entity Type Specific
Profits Interest v. Capital Interests
ESOPs
Cash Bonus Plans v. Equity Incentives

September 18, 2020…Detroit, MI

This Course Will Have a Virtual Option

Very Limited Seating – This course is expected to sell out.

Seminar Fee – $375

8:30 AM – 12:30 PM

Continental Breakfast 8:00 AM Register Now

The Basic Building Blocks of a DSO Leadership Team
What is the C-Suite and Executive Leadership
How do you Define Roles and Responsibilities for your Leadership Team
Working with Timelines, Gantt Charts and Accomplishing Board Initiatives
What Do Reporting Requirements Look Like
How to Stage a Growing C-Suite
What Should the Budget be for a C-Suite and Corporate Overhead
What Is a Board Made Up of and What Role Does It Play in Operations

October 16 2020…Detroit, MI

This Course Will Have a Virtual Option

Very Limited Seating – This course is expected to sell out.

Seminar Fee – $375

8:30 AM – 12:30 PM

Continental Breakfast 8:00 AM

2019

2019 – Business Forum For Dental Practices

Sessions Sold Out – Closed

Is QuickBooks Costing You Money
Why You Don’t Have Budgets and a Business Plan and What to Do
Reading and Designing your Financial Statements
DSO and Group Practice Structuring Models
Building Accounting Infrastructure
Building a Corporate Back Office and Revenue Cycle Team
Measuring Overhead and Other Key Financial Ratio
Negotiating a Leases, Site Selections and the Art of the Deal
Practice Valuation and Transition
New Tax Law Changes – How Did You Do Under Tax Reform and How Can You Change That
Retirement Plans – Which One and When
Building and Implementing a Long-term Business Plan
Fraud in Dental Practices
KPI’s – What Metrics do the Big DSO’s Use and Why
Implementing Best Business Practices

Aug 16, 2019…. Nashville, TN – Sold Out

Sept 13, 2019… Chattanooga, TN – Sold Out

9:00 – 4:00

(This course starts promptly at 9:00 and will finish at 4:00 – This is a full day packed full of information)

Speakers:

Greig Davis CPA CVA MST – Dental CPA

Ryan LaPrad – DDS Match

Matt Poppert, MBA – DDS Match

David Stose – Crown Tenant Advisors

Myles Davis MT – Infinity Growth Solutions

2018

2018 – Business Forum For Dental Practices

Competing and Growing in Today’s Marketplace
Reading and Designing your Financial Statements
Measuring Overhead and Other Key Financial Ratio
Negotiating a Leases, Site Selections and the Art of the Deal
Practice Valuation and Transition
Tax Trick and Traps for Dental Practices
Building a Bulletproof Financial Plan and Managing Success
Building and Implementing a Long-term Business Plan
Fraud in Dental Practices
Building a Corporate Back Office and Revenue Cycle Team
KPI’s – What Metrics do the Big DSO’s Use and Why
Implementing Best Business Practices
Bonus Systems

9:00 – 3:00

Continental Breakfast and Working Lunch

Speakers:

Greig Davis CPA CVA MST – Dental CPA

Ryan LaPrad – DDS Match

Matt Poppert, MBA – DDS Match

David Stose – Crown Tenant Advisors

David Walker CRPC – Insight Alliance

Myles Davis MT – Infinity Growth Solutions

Tax Savings Under a DSO Structure – (Webinar)

August 24, 2018 1:00 ET to 2:00 ET

There is no charge for this event.

There may be significant tax saving for your group practice by forming a DSO. Your DSO may be eligible for the 20% tax deduction created under Section 199A as part of the new tax law. As a dentist owning a dental practice it is unlikely that you will qualify for the 20% deduction due to income limitations as a Specified Service Trade or Business. However under some DSO structures, owners of the DSO may be eligible for this tax savings.

To join our free webinar Fri, Aug 24, 2018 1:00 PM – 2:00 PM EDTJoin our meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/825931061 You can also dial in using your phone.
United States: +1 (872) 240-3212

Group Practice and DSO Infrastructure Training

Three 1-1/2 day sessions, 100 days apart:

Each course has pre-course work, pre-course webinar, 1 evening and 1 full day lecture and workshops followed by 4 hours of guided implementation services and post session webinars

Course I:

Defining Infrastructure
Understanding Financial Limits
Valuations in Today’s Market Place
Building a Compliance Platform
Building a Dynamic Business Plan
Industry Update & The Evolution of Best Practices
Setting 100 Day Plan
Managing 100 Day Plan

Course II

Measure/Analyze/Improve
Managing KPI’s
Revenue Cycle Management
Quality Improvmements
Software and Your Destiny
Growing Pains
Developing Your Best Practices
Next 100 Days

Course III

Measure/Analyze/Improve
Managing ROI Through Your Organization
Risk Management
Exit v. Hold
Expanding Your Organizations
Strategic Partners
Advanced Tax Planning and Guidelines to Tax Preparation
Avoiding Food Faults and Failures
Next Steps In Growth
Next 100 Days

Course IV

Faculty board participation
Certificate program
Leadership council
Course design
Mentoring
Graduation ceremony/Awards

Session I – May 10, 2018 – May 11, 2018
Session II – August 9, 2018 – August 10, 2018
Session III – November 8, 2018 – November 9, 2018

Session I – May 3, 2018 – May 4, 2018
Session II – August 2, 2018 – August 3, 2018
Session III – November 1, 2018 – November 2, 2018

Session I – May 17, 2018 – May 18, 2018
Session II – August 16, 2018 – August 17, 2018
Session III – November 15, 2018 – November 16, 2018

Board Session – January 2019 TBD

First Attendee $12,500 each additional attendee per group $5,000