Dental Practice Transition - How to Invest and Exit on Your Terms

Dr. John and Joy Russo share their journey from running a highly profitable solo dental practice in Orlando to achieving time and financial freedom through alternative investing and a strategic partnership with MB2 Dental. Dissatisfied with the risks and limitations of traditional exit strategies, they discovered Freedom Founders and were introduced to the concept of alternative investments and private partnerships. This shift enabled them to maintain autonomy in their practice while offloading administrative burdens, and access investment opportunities that generate passive income.

Now members of Freedom Founders, the Russos describe their transition as life-changing. With a significant portion of their practice sold and no contractual work requirements, John still practices three days a week by choice, not necessity. Joy, who was once uninvolved in financial matters, is now actively engaged, enjoying conversations about investing, cash flow, and lifestyle planning. It’s never too late to make a change—even if you’re starting late or burdened by debt. Their key takeaway: Seek education, align with the right community, and take control of your financial future before it’s too late. Their only regret? Not starting sooner.

Minute Markers:

01:40 – When the Practice Starts Owning You.
04:32 – Reimagining the Exit Strategy: Why traditional associateships fall short.
06:37 – Discovering MB2 and Freedom Founders.
08:00 – Selling A Practice Without Losing Control.
11:45 – First Real Vacation in 29 Years.
12:41 – Speaking a New Financial Language.
13:15 – How they avoided past market collapses.
15:00 – The Power of Education and Net Work, Not Just ROI.
18:30 – From “Cut Back” Mentality to “Enjoying Life” Strategy.
20:06 – Redefining Alternative Investments.
23:00 – Advice to the Younger Generation (Even With Debt).
24:30 – You Don’t Need Two Incomes to Be Free.
26:44 – What’s Next? Living With Clarity and Options.
29:30 – What Real Financial Advocacy Looks Like.

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

Ep #539 – Dr. Matt VanderMolen: – Building People First: Creating a High-Performance Dental Practice and Business
Ep #538 – Jake Conway – Scaling Smart: Navigating Growth, Profitability, and Dental Exit Strategies

Featured on the Show:

#johnrusso #DentalPracticeTransition #DentistFinancialFreedom #MB2DentalPartnership #PassiveIncomeForDentists #ExitStrategiesForDentists #DentistRetirementPlanning #TimeFreedom #BurnoutRecovery #LifeAfterDentistry #InvestingOutsideWallStreet #RealEstateForDentists

Watch full-length Interviews on video!

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.

Power Concepts:

We feel like we can drive the ship better… we’re not just seeing where the money lands.” – Joy Russo

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We’ve worked on knowing what our burn rate is. And now we live comfortably while investing intentionally.” – Dr. John Russo