The Dentalpreneur Podcast w/ Dr. Mark Costes

Erik Brenner, CFP, founding partner/CEO of Hilltop Wealth and Tax Solutions and author of The Personal CFO Revolution, explains how to build a Personal CFO framework for high earners. He breaks down integrated tax mitigation versus mere deferral. Topics include coordinated planning for clinicians, opportunity zones, leveraged deductions, solar and oil & gas strategies, and planning for practice-sale windfalls.

Dr. Tianna Hall, a dentist who moved from private practice to correctional dentistry in Utah, shares her path from burnout to a steady, lower-overhead role. She talks about hands-on oral surgery and removable prosthetics. She explains safety protocols, clear work-life boundaries, and how volunteering and mentorship reshaped her career.

A keynote-style breakdown of why dentists hit burnout and how practice design can trap owners. Short takes on delegation, removing the doctor bottleneck, and making clinical work optional. Hard truths about overhead, profit math, and the belt system for practice maturity. Practical frameworks for leadership, culture, and measuring systemization to reclaim time and build optionality.

On today's episode, Dr. Mark Costes is joined by two dynamic leaders shaping the landscape of dental continuing education—Dr. Mike DiTolla and Traci Stephenson. Mike shares stories from his 37-year dental career, his passion for fly fishing, and how technology reinvigorated his love for clinical dentistry. He also opens up about his journey from average dental student to one of the most influential educators in the industry, emphasizing authenticity and humor as his trademarks on stage. Traci, the senior manager of event marketing at Henry Schein, gives us a behind-the-scenes look at Thrive Live, one of dentistry's most engaging and comprehensive events. From course offerings and team-focused content to top-tier entertainment and hospitality, Traci explains how Thrive Live delivers exceptional value and an unforgettable experience. This episode is equal parts insightful, hilarious, and inspiring—a true peek into the culture and people behind modern dental education. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, we're sharing Dr. Mark Costes' live talk at Midwestern University, where he gives dental students an unfiltered look into life after graduation—and what it really takes to succeed. Drawing from his journey as a former owner of 16 practices and founder of multiple dental businesses, Mark delivers a fast-paced, high-impact presentation on business fundamentals, practice profitability, leadership, and personal fulfillment. He explains why most dentists in the U.S. operate with dangerously thin margins—and how to avoid becoming one of them. With real-world examples and clear, digestible math, Mark shows the difference between running a high-earning but unprofitable practice versus a lean, well-managed one. He also shares his personal story of reaching financial freedom and realizing that money alone wasn't enough—leading to the creation of the Four Futures framework, focused on mind, meaning, muscle, and money. This is the talk every dental student should hear before stepping into the real world of practice ownership. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Jake Conway breaks down the evolution every dental practice owner experiences—from clinician to owner-operator to true CEO. He explains why early success often creates a dangerous reliance on the owner's production and how that pressure can lead to burnout and resentment. Jake outlines the predictable growth path of a dental practice, including how to identify bottlenecks in hygiene, when to add providers, and how to use KPIs to drive performance without obsessing over production alone. He also tackles the "associate paradox," showing with real numbers how bringing on an associate can actually increase profitability while freeing the owner from the chair. Finally, Jake explores the long-term vision of building a leadership team, making dentistry optional, and creating a practice that generates significant income without relying on the owner's clinical time. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes is joined by returning guest and longtime friend of the podcast, Dr. Matthew Standridge, live from the Voices of Dentistry conference. Dr. Standridge shares his incredible journey from owning multiple rural practices in Kansas to selling them and transitioning into a career focused on education and clinical mentorship. He opens up about the unique and atypical process of selling one of his practices to a nonprofit organization pursuing FQHC status, and how that created a win-win for both the community and his personal goals. Now living in Edmond, Oklahoma, Dr. Standridge reflects on the improved quality of life for his family and his renewed passion for teaching. He dives deep into his new online education platform, Orthodontic XP, designed to help general dentists implement clear aligner therapy confidently and effectively—especially those who feel stuck after initial certification courses. Dr. Standridge also shares key insights on team training, patient communication, and systems for case acceptance in ortho. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.drstandridge.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes sits down with M&A expert Brannon Moncrief to break down the current dental consolidation landscape and what it really means for practice owners considering a sale. They discuss why 2025 was a strong year for strategic sellers despite tighter capital markets, how deal structures have evolved from pure HoldCo models to joint venture alignments, and why organic growth now matters more than simply stacking EBITDA. Brannon shares insights on recap realities, earn-outs versus earn-ups, and why age and runway dramatically impact leverage in negotiations. They also dive into common seller mistakes, the risks of waiting too long in a shifting consolidation cycle, and how to think critically about equity projections and "unicorn" promises. If you're planning an eventual transition—whether next year or a decade from now—this episode offers a pragmatic look at how to prepare and position yourself for the best possible outcome. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://dentaltransitions.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, we're sharing a special DSN webinar featuring Dr. Mark Costes and Kyle Francis, founder of Professional Transition Strategies, titled Mastering Your Practice Valuation: What Today's Buyers Are Actually Looking For. With over 600 dental transitions and 25 practices owned, Kyle brings unmatched insight into how valuations really work in today's changing landscape. Together, Mark and Kyle explore why the old method of valuing practices based on collections is outdated, and how modern buyers—especially DSOs and private equity groups—assess value through profitability, scalability, and risk. They break down the differences between doctor-to-doctor sales and private equity-backed deals, explain what seller discretionary earnings and EBITDA actually mean, and share how practice size, location, payer mix, and clinical capacity influence multiples. Whether you're planning to sell soon or years from now, this conversation is packed with strategies to make your practice more attractive and maximize its value. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Mark answers a wide range of listener questions in a value-packed Ask Mark Anything session focused on practice growth, profitability, leadership, and investing. He breaks down how to know when you're done "tweaking" and when it's time for creative, structural, or transformational change, using objective metrics like systemization, leadership, culture, and profitability benchmarks. Mark also dives into smart investment strategies beyond the practice, including multi-practice ownership, real estate, and alternative investments, while addressing how to handle employee raises in a fair, systematic, and drama-free way. The episode wraps with insights on avoiding shiny object syndrome, using assessments to guide growth, and the importance of unplugging to recharge. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast