The Dentist Freedom Blueprint Podcast

Get the latest insights on passive real estate, dentist retirement plans, and more here.

How do you know when to take some chips off the table? Who to sell to? When to sell? And how to do it. Joining the conversation today are Kyle Francis, a longstanding broker in the dental space, and Bill Ladd and Jared Duckett of Ladd Duckett CPAs, who specialize in dental consulting, accounting, and real estate. We take a case study and discuss how this situation is helpful for you as you figure out how to move forward.

This episode is a great way to take a look at the nuances of the decision tree that many of our dental colleagues are looking at today, or will look at tomorrow when it comes to practice transitions. You will hear about what variables need to be looked at and what the key contractual agreements are that have to be put into place. We will be taking a close look at what the actual purpose of the sale is for the business owner and what their real goals are.

Minute Markers:

  • 3:37 – Breaking down the first case study with Kyle Francis.
  • 12:46 – The importance of couples that are on the same page.
  • 14:29 – The decision-making process and various elements involved.
  • 18:04 – “Is now the right time?” and what founders syndrome is.
  • 24:16 – What goes into unwinding the DSO.
  • 26:09 – The value of clarity on what’s most important.
  • 33:25 – How to grow your vision and use that as your guide.

Featured on the Show:

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Watch full length interviews on David’s YouTube channel by going to Don’t forget to subscribe to David’s YouTube Channel for more content on maximizing your business, wealth, and creating a financial blueprint to reach your Freedom faster!

Join the tribe of dentists ditching Wall Street. Get more insights, resources and inspiration for creating asset based income and Freedom. Follow us on Facebook here.

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 My Team:

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 (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

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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