Financially Free Dentists

Playbook for Protecting Your Dental Practice: Financial & Operational Must-Knows


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You've invested years into building your dental practice — are you doing enough to protect it? We're addressing the essential steps every dentist should consider, from financial safeguards to operational planning and succession strategies. You'll learn how to shield your practice from risk, maintain its value, and ensure long-term success, no matter what challenges arise. Whether you're just starting out or looking to strengthen your safety net, this episode is packed with practical advice every dentist needs.

Key moments:

(05:16) The financial safety nets every dental practice needs (but too many ignore) (10:06) You can't afford to skip life and disability insurance (18:12) Buy-sell agreements and succession planning to protect your practice's future (23:23) Cloud storage and disaster recovery are essential protections (27:00) Handling staffing and succession planning without the stress

Managing your finances doesn't need to be painful. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth.

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Financially Free DentistsBy Conor Mahlmann, CFP®, CSLP® & Jake Courtney, CFP®, CSLP®

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