The Dentist Freedom Blueprint Podcast

Freedom Founders Podcast - financial freedom - dental exit strategies - Freedom FoundersFor many professionals, the hardest part of stepping away isn’t the finances—it’s the question: what’s next? In this episode, I sit down with Jon Ostenson, franchise expert, investor, and author of Non-Food Franchising, to explore how business ownership beyond your practice can offer purpose, tax advantages, and legacy opportunities.

Jon reveals why franchising is one of the most overlooked paths to semi-passive income, and why it’s about much more than burgers and fries. From home services to senior care to pet wellness, franchising provides vetted, scalable businesses with systems, support, and tax benefits baked in. Whether you’re looking to involve your family, diversify your portfolio, or transition into your next chapter, Jon shares exactly what to look for—and what to avoid—when exploring this path.

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Minute Markers:

  • 00:00 – Intro
  • 08:24 – Why healthcare professionals are drawn to franchising
  • 13:03 – Evaluating emerging vs. established brands
  • 16:16 – Understanding agreements and protections
  • 18:08 – Examples of successful non-food franchise models
  • 20:05 – Health, wellness, and pet care opportunities
  • 21:03 – Tax benefits and write-offs for franchise owners
  • 22:01 – Building family legacy through franchising
  • 24:30 – Investment ranges and financing options
  • 26:33 – Generational wealth transfer and mentorship opportunities
  • 28:15 – Case studies of family-run franchises
  • 30:13 – Leadership as the ultimate differentiator

If you like this episode, here are more episodes we think you’ll enjoy:

  1. Ep #552 – The Art of Entrepreneurship – Building Legacy and Focus – Ken Wimberly
  2. Ep #540 – Break Free From the Hamster Wheel By Redefining Leadership, Coaching and Legacy – Dr. Jerry Gray

Links Featured on the Show:

#jonostenson #nonfoodfranchising #semiabsenteeownership #practiceexitplanning #familylegacy

Watch full length Interviews on video!#jonostenson
#nonfoodfranchising
#semiabsenteeownership
#practiceexitplanning
#familylegacy

Watch full length interviews on David’s YouTube channel by going to www.DentistFreedomBlueprint.com/YouTube. 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. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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 doctorphelps.com to book David now.

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