In this episode of Beyond Bitewings, host Ash welcomes special guest Steve Hipson from DDSmatch.com, a professional dental practice broker with over 25 years in the dental industry. The discussion focuses on what you need to know before selling a dental practice and the steps necessary for a smooth transition. Steve explains how his company assists dental practice owners in planning their retirements and transitions by using a structured approach that starts 3 to 5 years before the intended sale. This approach ensures that practices retain or even enhance their value leading up to the sale.

Steve discusses the importance of evaluating key performance indicators like revenue trends and properly calculating EBITDA. He notes the difference in sale dynamics between private practice sales and those involving Dental Service Organizations (DSOs). Confidentiality and a meticulous planning process are essential aspects of Steve’s service, ensuring that practice owners can sell without causing unrest among staff and patients. For listeners seeking more information,

To find out more visit: https://ddsmatch.com

Key Topics Discussed:

• Introduction and guest welcome
• Role of a Dental Practice Broker
• Importance of networking and experience in dentistry
• Transition planning for dental practice sales
• Working with DSOs versus independent buyers
• Importance of EBITDA and practice valuation
• Confidentiality in selling a dental practice
• Contact information for Steve Hipson and ddsmatch.com

Welcome to another episode of Beyond Bitewings, where Ash is joined by two special guests, Shelby and Sarah, from Barton and Associates, the 4th largest staffing agency in the United States.

They explore the often overlooked yet crucial topic of locum tenens in dentistry. Shelby and Sarah share insights on what locum tenens is, its benefits for both new grads and retired dentists and how it offers flexibility and opportunities to travel.

They also discuss the process of getting started and the unique ways their agency supports dentists, including handling licensing and credentialing and offering tax seminars. Whether you're curious about locum tenens work or just want to hear about some fascinating stories from the field, this episode is packed with valuable information.

To connect with Barton and Associates, visit: https://www.bartonassociates.com/

Key Topics Discussed:

• Introduction of guests from Barton and Associates
• Definition and concept of locum tenens in dentistry
• Benefits for new graduates and retired providers
• Support for start-up practices
• Logistical support, such as credentialing and licensing
• Importance of building relationships with providers
• Accommodation of personal needs, including family and pets
• Payment processes via Barton and Associates
• Tax considerations for locum tenens dentists

Welcome to another episode from the Southwest Dental Conference where Ash sits down with Paul Montelongo, founder of Montelongo Capital, an investment firm based in San Antonio, Texas. They discuss Paul’s background and expertise in real estate investment, focusing on cash-flowing properties such as apartments, self-storage, and oil and gas assets. Paul talks about how Montelongo Capital partners with business owners, including dentists and physicians, to invest in these assets that offer regular cash flow, significant equity growth, and substantial tax benefits.

The conversation also covers the dynamics of multifamily syndicates—a key investment strategy for Montelongo Capital. Paul explains the role of both general and limited partners in these deals, emphasizing the benefits of passive income and tax advantages for busy professionals. He also details current investment opportunities, including a promising property in Corpus Christi, Texas, projected to offer a 20% annual return on investment.

To find out more, you can visit: montelongocapital.com

If you have specific questions about embezzlement or if you'd like to have another question answered on a future podcast, please reach out to the Edwards & Associates team. (https://www.EandAssociates.com)

Key Topics Discussed:

• Cash-flowing investments and their benefits
• Tax benefits for business owners and passive investors
• Differences between General Partners and Limited Partners
• Transition from single-family to multifamily investments
• Typical holding periods and return timelines for investments
• Quarterly distributions and investor returns
• Current investment opportunities in Corpus Christi, Texas
• Risk management and market leverage
• Treating real estate investments as businesses