The Rosen Dental Transitions Podcast

Morning Huddle: 3 Mistakes Sellers Should Avoid

Welcome to the Morning Huddle of the Rosen Dental Transitions podcast, a new segment to bring you quick tips on practice management and advice on selling and buying dental practices before you start your day. In this installment, three mistakes that sellers should avoid.
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Are You Selling Out by Selling to a DSO? A panel discussion.

Season Two of the RDT podcast kicks off with a session on selling a dental practice to a DSO, recorded live in May of 2022.The panelists:Dave Miller, managing partner of Rosen Dental TransitionsMark B. Rosen, managing partner of Rosen & AssociatesJonathan T. Eskow, founder, lead attorney, Eskow Law Group
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Coming Soon: Season 2!

Coming Soon: Season 2!
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Cole Gillespie of Beam Dental

Cole Gillespie is the Chief Revenue Officer of Beam Dental. He is a revenue leader passionate about the design and execution of go-to market strategies for mid to late stage start ups. Cole has broad experience in financial services, personal loans, small business and commercial lending, and employee benefits in the FinTech and InsurTech spaces.More on Beam Dental at https://beam.dental/More on Cole at https://www.linkedin.com/in/cole-gillespie-02687b73/RDT is built differently than most dental brokers. With a full service dental consulting firm as part of a family of companies, RDT is able to understand practices at a deeper level. For more on RDT please visit:https://rosendentaltransitions.com/
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Dr. Stephen Markowitz: How to build culture that improves staff retention in your dental practice

Dave welcomes the first dentist to the podcast, Dr. Stephen Markowitz.More on Dr. Markowitz at https://www.leominsterfamilydentists.com/about/doctors/dr-stephen-markowitz-dmd/Email Dr. Markowitz at DrM@MFDdental.comRDT is built differently than most dental brokers. With a full service dental consulting firm as part of a family of companies, RDT is able to understand practices at a deeper level. For more on RDT please visit:https://rosendentaltransitions.com/
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Matthew Kolcum of CARR: Why dentists lose hundreds of thousands of dollars on their real estate

Matthew Kolcum is an agent at CARR, a commercial real estate firm that provides expert representation for lease and purchase negotiations for healthcare professionals. Having represented thousands of healthcare practices, CARR understands clients’ unique real estate needs. The healthcare-specific market knowledge and skilled negotiating ensure that clients save time and money. CARR only represents healthcare practices. This sole focus ensures no conflicts of interest and the most favorable terms possible.Email Matt: Matt.Kolcum@carr.usOn LinkedIn: linkedin.com/in/matthewkolcumCARR: www.carr.us
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Andrew Bonetti of CCR Wealth Management: Strategic financial planning for dentists

Andrew Bonetti has more than a decade of experience working with high net-worth clients, and with institutional clients focusing on defined contribution plans, endowments, and foundations. At CCR Wealth Management, Andrew works with corporate retirement, financial planning and investment management teams to ensure that family, individual and corporate clients’ business and personal goals are coordinated as a unified strategic and comprehensive plan.Andrew enjoys working with many of his firm’s younger clients, who may be just starting a business, or need initial guidance on saving for retirement, a home, or college for their young children. Of assisting these clients with a strategic planning initiative, Andrew says, “I like helping clients understand the investment world, and how it impacts their portfolio.” More on Andrew at https://ccrwealth.comOn LinkedIn: https://www.linkedin.com/in/andrew-bonetti-cfp%C2%AE-b7040414/Direct Phone: 508-475-3863abonetti@ccrwealth.com
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Mark Rosen of Rosen and Associates: Why it is important your advisors specialize in dental

Dave chats with Rosen & Associates Managing Partner Mark Rosen. More on Mark at: www.rosendentalcpa.comRDT is built differently than most dental brokers. With a full service dental consulting firm as part of a family of companies, RDT is able to understand practices at a deeper level. For more on RDT please visit:https://rosendentaltransitions.com/
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Lisa Kane of Dental Office Compliance of New England

Lisa Kane is the owner of Dental Office Compliance of New England LLC, which assists dental practices in complying with the myriad of regulations required by their state board, OSHA, and the CDC. She received her DMD from Tufts University School of Dental Medicine and her B.S. from Brandeis University. She has practiced general dentistry in the Greater Boston Area for over 20 years. She teaches infection control and OSHA training, creates personalized plans and protocols for dental practices, and helps them navigate the world of dental compliance. More on Lisa and her company at https://doc4ne.com/On FB: https://www.facebook.com/dental4ne/On LinkedIn: https://www.linkedin.com/in/lisa-kane-dmd-032423129/IG: @dental_office_compliance
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Brian “BK” Kight of Daily Discipline: Understand the physics of leadership and culture in a dental practice

Brian “BK” Kight is the founder of Daily Discipline, providing leadership, culture and discipline training for competitors in the worlds of sports and business. Brian says his mission is to train people in the discipline they need to earn what they want; to align teams and accelerate results; and to create better competitors. More on Brian: https://www.tbriankight.com/www.dailydiscipline.comOn Twitter and IG: @TBrianKightRDT is built differently than most dental brokers. With a full service dental consulting firm as part of a family of companies, RDT is able to understand practices at a deeper level. For more on RDT please visit:https://rosendentaltransitions.com/
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