Welcome to Dental Practice Optimization!

Trivia Question❓

What U.S. city is home to the first franchised dental practice chain, marking a shift toward multi-location dental business models?

Answer at the bottom of the newsletter

Scaling a Practice: Knowing When to Add a New Location

Expanding your dental practice to a second location is a significant milestone—but timing is everything. Open too early, and you risk stretching your team and finances too thin. Wait too long, and you might miss opportunities to serve a growing patient base. So how do you know when the time is right?

Start by evaluating demand. Are you regularly booked out weeks in advance? Are patients traveling long distances or requesting evening and weekend appointments that you can’t accommodate? Consistent overflow is often the clearest signal that your current practice has outgrown its walls.

Next, assess your infrastructure. Do you have systems in place to replicate your success? That includes not just clinical protocols, but also billing processes, marketing strategies, and staff training. A second location can’t thrive on guesswork—it needs structure.

Financial health is another key factor. A strong balance sheet, positive cash flow, and a history of profitability are essential. Expansion brings startup costs, new leases, equipment investments, and additional hires. Make sure your current practice can support that weight before taking the leap.

Finally, consider your leadership bandwidth. Do you have someone you trust to oversee the new location, or are you prepared to divide your time? A successful second location often hinges on having the right team and culture in place from day one.

Growth is exciting—but it’s most rewarding when it’s intentional. A well-timed expansion can boost your reach, revenue, and reputation. Just be sure the foundation is solid before you build further.

Discover how to grow your business with a podcast and turn warm & fuzzy feelings into cold, hard cash.

Grab a copy of the Amazon Best Seller HERE!

How HR & Benefits Can Actually Increase Your Profit This Year

Think HR and benefits are just an expense? Think again.

What if your HR and benefits strategy could increase your profit margin—without cutting corners on compliance or employee care?

In an upcoming webinar hosted by our trusted partner, you’ll discover how business owners are turning traditional HR costs into cash-flow generating assets.

This isn’t about fluff or theory. It’s about real, actionable strategies that will show you:

🔹The hidden leaks in your current HR & benefits setup (and how to plug them)

🔹How to use HR as a profit center, not a line item

🔹The top mistakes business owners don’t realize they’re making—and how to fix them fast

If you’ve ever said, “We’re too small to need a full HR strategy,” this is especially for you.

Event Details:

📆Date: Thursday, May 29, 2025

⏰Time: 11 AM - 12 PM ET

 📍Location: Zoom (link sent upon registration)

👉 Reserve your spot here: Click to register now

Seats are limited...make sure your business isn’t leaving money on the table.

The Tax Exempt Stock Diversification Trust

Sitting on highly appreciated stock but hesitant to sell because of capital gains taxes?

What if you could sell, diversify, pay zero tax, and still receive lifetime income?

📌 This is not a Charitable Remainder Trust.

Join our free virtual training to discover a powerful, IRS-compliant trust strategy that allows you to:

- Sell assets with over $1M in capital gains
- Eliminate capital gains and estate taxes
- Still benefit from the full proceeds

This strategy has helped investors save billions in taxes over the last 25 years.

📆Date: Thursday, May 29th, 2025
⏰Time: 2–3 PM ET
💻Location: Zoom
🎯Educational only—nothing will be sold

🔗 Register HERE with your email and phone to get the link!

Nationally Recognized Estate Attorney Reveals How to Protect Your Legacy

What does it really take to create a lasting legacy?

In this powerful webinar, you’ll discover:

1️⃣Why a solid financial plan isn’t enough
2️⃣How to shield your assets from taxes and legal costs
3️⃣The often-overlooked third piece—passing down wisdom, values, and family history

Join best-selling author and estate attorney Stan Miller as he reveals the simple steps to safeguard your legacy for generations.

🌅Bonus: Attend live and you could win a 3-night, 4-day stay at a five-star resort!

Register now and we’ll send you the Zoom link within 5 minutes.

Event Details:
📆Date: Thursday, May 29, 2025
⏰Time: 12 AM - 1 PM ET
 📍Location: Zoom (link sent upon registration)

🔗Register HERE

💡 Answer to Trivia Question:

Dallas, Texas. It was the launch point for one of the earliest franchised dental chains in the U.S., signaling the beginning of scalable, multi-location dental care models that have since become common across the country.