The Dentist Freedom Blueprint Podcast

My guest today is really deep into the space of dental practice transitions. Specializing in sell-side advisory for dentists who are seeking DSO affiliation or private equity partners, Brannon Moncrief joins the show to share his take on the current state of things and how he recommends dentists look at the options available for transitioning their practices.

Listen in as Brannon discusses the practice buy-and-sell game that DSOs play, as well as the key mistakes that dentists tend to make in these situations. We also cover a bit of the market trends and where he sees things going when it comes to practice sales—and where you should start looking to figure out what is right for your practice.

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Minute Markers:

  • 1:02 – Who Brannon is and his background in the dental world.
  • 3:45 – The evolution of market dynamics and practice sales in the current market.
  • 9:34 – How to know when it’s the right time to sell.
  • 10:18 – The importance of creating leverage and how you can do that.
  • 16:18 – The different types of private equity buyers and who is built for sustainability.
  • 18:11 – The type of practices DSOs are looking for.
  • 20:29 – What many dentists are doing after selling.

Featured on the Show:

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with Me:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least $1M in available capital, then click the link to schedule a quick call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to schedule a call with me directly.

2. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Go to to take the 3 minute assessment and get your scorecard.

3. Ready to Step Away?

“How Much is Enough?” This simple question keeps hard-working professionals at the hamster wheel of active income far longer than they need to be. Watch this free training, and discover a proven model for determining how much you really need before hanging up the handpiece!

4. Apply To Visit The Mastermind:

If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (3-5 years or less), visit to apply for a guest seat.


Want to know more about David and schedule him as a speaker or podcast guest? Go to to book David now.


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