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

 

 

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 gdavis@dentalroiassociates.com

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

RESCHEDULED - DATE TO BE DETERMAINED

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

Register Now

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

Register Now

EQUITY INCENTIVE PLANS FOR DENTAL PRACTICES

  • 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

This course starts promptly at 8:30 and will finish at 12:30 Registration and Continental Breakfast 8:00 AM. Dates and times subject to change. This course may be held virtually due to COVID.

Working lunch will be served during the session 

 

 

DSO INFRASTRUCTURE - ROLES AND RESPONSIBILITIES OF YOUR C-SUITE AND EXECUTIVE LEADERSHIP

  • 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

   

Seminar Fee - $475

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)

Continental Breakfast 8:30 AM and a Working Lunch

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

Sessions Sold Out - Closed

  • 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

July 20,2018…. Nashville, TN - Sold Out

         Doubletree Suites by Hilton - 2424 Atrium Way Nashville, TN 37214 

August 3, 2018… Memphis, TN - Sold Out

        Marriott Memphis East - 5795 Poplar Avenue Memphis, TN 38119

Sept, 14 2018…..Knoxville, TN

        Courtyard by Marriott - 250 Brookview Center Way Knoxville, TN 37919 

Seminar Fee - $275

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 EDT

Join 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

Access Code: 825-931-061 

Group Practice and DSO Infrastructure Training 

Fundamentals of Group Practice and DSO Infrastructure

Advanced Management Program for C-Suite Team

This course follows a "Teach ⇒ Facilitate ⇒ Follow" platform

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

Nashville, TN - CLOSED

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

Philadelphia, PA - CLOSED

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

Washington, DC - CLOSED

  • 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