Resources

Most dentists can quote last year's collections and not their EBITDA. Work yours out the way a buyer does, then see the valuation range it produces.

Jacob LeeRead

What 43% of dentists are actually doing with AI: X-ray reads, AI receptionists, voice charting, insurance verification and the AI now built into your PMS, with what the evidence says about each.

Jacob LeeRead

Ranked by what they typically save: from SEP IRAs, S corp salary and cash balance plans to PTET, QBI planning and the Augusta rule, each with a worked example and the catch.

Jacob LeeRead

Most of your sale price is decided before you ever take a call from a buyer. What to fix in year three, year two and the year you go to market.

Jacob LeeRead

How a prepared buyer actually reads your practice: the six documents they ask for first, how they recalculate your patient count, and what they subtract when the practice depends on you.

Jacob LeeRead

You do not need more leads, you need to book more of the calls you already get. The numbers to baseline first, then AI receptionists against front desk training.

Jacob LeeRead

Production minus compensation is the wrong test. The formula that accounts for cannibalization, two worked examples, and the break-even table to read your own practice off.

Jacob LeeRead

Fifteen levers in the order a CFO would pull them: fix the numbers, grow production from the patients you already have, then bring in new ones. With a 90-day plan to start from.

Jacob LeeRead

SBA 7(a) and 504, specialty lenders, equipment finance, seller notes and equity partners compared. Match the money to the project, and keep the ownership you do not need to give up.

Jacob LeeRead

Ten parts, from entity structure and owner pay through retirement plans, deductions, credits and exit planning, with worked examples on 2026 figures.

Jacob LeeRead

Dentrix, Eaglesoft, Open Dental, Denticon and the cloud challengers compared: who each one fits, what is actually known about market share, and the question none of them can answer.

Jacob LeeRead

Your practice is worth a multiple of its profit, not a headline number from a broker email. How private sales and DSO deals are actually valued, and what you would really take home.

Jacob LeeRead