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Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.


EBIDTA 101: Understanding the Key Calculation in a Practice Sale – Episode #452

With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA....

How to Maximize Your Outcome from a DSO Affiliation

Join McLerran & Associates' CEO and Principal Brannon Moncrief to gain important insights on the DSO landscape.

Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...

Starting From Scratch with Dr. Mike and Stephanie Walton – Episode #424

Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and...

3 Things You Should Know Before You Buy a Practice – Episode #414

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and...

Why You Need to Know the Nuances of DSO Deals – Episode #402

With conditions fluctuating within the dental industry as more consolidation occurs, it’s important to know how to react to a...

What are the changes DSOs have gone through?

Many dentists want to understand the mechanics of DSO offers. Ryan Isaac talks with Bannon Moncrief of McLerran & Associates,...

Does your office lease contain this deadly trap?

If you are considering selling your practice in the future, your lease agreement could actually negatively affect the sale. Here’s...

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...

Who should consider building a group practice?

The dental industry is becoming more entrepreneurial as more dentists start group practices. Find out what point in a career...

Do You Have What It Takes to Build a Group Practice? – Episode #380

The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and...

Should You Hold, Sell, or Find a Partner? – Episode #376

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling...