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Resources

Our “Resources” provides practical insights, commentary and timely updates by our team of professionals on pertinent issues that affect our dental clients. Our attorneys update the “Resources” with changes in the law and other relevant news.

Reese Harper on Financial Planning (and more) for Dentists – Episode 8

The Dental Amigos were excited to host Reese Harper, who is the founder of and CEO of DentistAdvisors.com, a registered investment advisory firm that focuses exclusively on dentists and specialists.  In this episode, Paul and Rob chat with Reese about the importance of occupational-specific consulting and the unique nature of dentists’ business and financial concerns.  […]

Categories: The Dental Amigos Podcast

Becoming Your Dental Lawyer with Robert Montgomery

Robert Montgomery is professionally known as Your Dental Lawyer, and today we’re going to hear how he built a practice that caters to those who practice dentistry. We also dig into how, by leveraging his expertise in this niche, Rob is able to operate a small firm that services clients all around the country. Your [...]
Categories: Podcasts

Top 5 Things to look out for with Buy-ins – Episode 7

 In this episode, Paul and Rob chat about dental practice buy-ins, including their “Top 5 Things to look out for with Buy-ins.” This show contains a lot of useful information for anyone who is considering selling their interest in a practice, as well as those looking to buy-in: issues of control, financing, real estate […]

Categories: The Dental Amigos Podcast

Defining Success in Dentistry with Amigo Stephen Trutter – Episode 6

The Dental Amigos are excited to host their amigo Stephen Trutter, who is a partner in Ideal Practices which is a highly-regarded consulting firm that works exclusively with start-up dentists. Over the course of his career, Stephen has helped over 500 dentists start up practices. In this episode, Rob and Paul chat with Stephen about […]

Categories: The Dental Amigos Podcast

The Dental Amigos – Insurance Participation Planning with Guest Amigo John S. Cataldo, CPA – Episode 5

The Dental Amigos are excited to host another Philly amigo, John S. Cataldo, CPA.  In this episode, Paul and Rob chat with John about analyzing and planning when it comes to deciding whether to participate (or continue to participate) with insurance plans and best practices for transitioning away from participation should a practice decide to […]

Categories: The Dental Amigos Podcast