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Dental Wealth Multiplier is the podcast for growth-minded dentists who want more than just a busy practice, they want financial freedom. Hosted by Jonathan Moffat, Founder of Aligned Advisors and former DSO owner, the show dives into real-world strategies to build wealth inside and outside the operatory.
Each episode delivers honest conversations, tactical insights, and the mindset shifts every dentist needs to multiply their wealth and take control of their future. Join us each week for episodes featuring industry experts, real-life stories from dentists who have been there, and subject matter experts on everything from scaling your business to securing long-term financial freedom.
31 Episodes
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In this episode of Dental Wealth Multiplier, Jonathan and Austin sit down with Greg Essenmacher for a powerful conversation on heart-first leadership in the dental industry. In Heart First, Numbers Second: Leading with Purpose in the Dental Industry, Greg shares insights on what it truly means to lead with intention—focusing on people, culture, and long-term impact while still building profitable, sustainable practices. The discussion explores leadership beyond production metrics, creating alignment within teams, and making decisions that support both professional success and personal fulfillment. Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Austin on Linkedin : linkedin.com/in/austin-moffat/Find Jonathan at jonathanmoffat.com Learn more about Aligned Advisors at alignedadvisors.comLearn more at https://www.dentalconsult4u.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat sits down with Chip Fichtner, founder of Large Practice Sales, to unpack what every dentist needs to know about invisible DSOs. Chip explains how these partnerships differ from traditional DSOs, why more doctors in their 30s are pursuing them, and how the right deal can help you monetize your practice today while still growing bigger, faster, and smarter with a partner. From valuations to recapitalizations to red flags to avoid, this is a crash course in one of the most important trends shaping dentistry. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Austin on LinkedIn: linkedin.com/in/austinmoffatLearn more at largepracticesales.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat sits down with Dr. Andrew Rossi, periodontist, researcher, and educator at Perio Health Professionals, to unpack the real challenges and opportunities facing new dentists after graduation. From graduating with $300,000+ in student debt to navigating associateships, DSOs, partnerships, and practice ownership, Dr. Rossi shares the strategies that helped him build a career in both private practice and clinical research. They also explore why geographic arbitrage matters, how to live like a resident to get ahead financially, and the role clinical research and innovation will play in shaping the future of dentistry. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Austin on LinkedIn: linkedin.com/in/austinmoffatConnect with Dr. Andrew Rossi on Instagram: @implantperiodoc Catch new episodes weekly at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat and Austin Moffat sit down with Steven J. Anderson, entrepreneur, author, philanthropist, and dentistry’s “Yes Man,” to share five daily disciplines that every practice needs to do to stop losing money. From patient check-in to deposits and audit trails, Steve explains the simple systems that prevent embezzlement, protect your team, and give practice owners peace of mind. With decades of experience leading the Total Patient Service Institute, Crown Council, and the Smiles for Life Foundation, he delivers proven processes every dentist should hear. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Austin on LinkedIn: linkedin.com/in/austinmoffatConnect with Steven J. Anderson on LinkedIn: linkedin.com/in/stevenjanderson1 Fresh insights every week — full library at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat sits down with Dr. Jeremy Krell, general dentist, startup operator, and Managing Partner at Revere Partners, to explore how tech revolution, digital innovation, and venture capital are reshaping dentistry. They break down the difference between private equity and venture capital, what Revere looks for when investing in dental tech, and why the next wave of growth will come from doctors who understand and adopt these innovations early. From AI to robotics to regenerative implants, Jeremy shares a behind-the-scenes look at the technologies shaping the future of the profession. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Connect with Dr. Jeremy Krell on LinkedIn: linkedin.com/in/jeremykrell Weekly conversations to grow your wealth in dentistry. Learn more at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat sits down with Dr. Avi Patel to unpack his journey from burned-out associate to building Clear Aligner Advisor, the most-followed aligner education platform in dentistry. They dive into how Avi reignited his career by starting 50+ cases in six months, why most dentists avoid aligners, and how he has now helped over 200 doctors generate more than $9M in aligner revenue. If you’re looking for a proven way to add growth and freedom to your practice, this is an episode you don’t want to miss.Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comFind Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Connect with Dr. Avi Patel on LinkedIn: linkedin.com/in/dr-avi-patelour weekly playbook for building dental wealth — only at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
What does real growth actually look like? In this episode of Dental Wealth Multiplier, Jonathan sits down with Dr. Brian Marino to unpack the raw, behind-the-scenes story of how he went from a cramped three-op practice with $800 rent to leading a four-practice group with a strong associate team, real estate holdings, and a thriving mentorship model. They dive into the tough decisions, the systems that worked (and failed), and the mindset shifts that helped Brian transition from burned-out operator to confident CEO. From team challenges and failed associates to wealth-building through real estate and mentorship, this episode is a masterclass in scaling smart and staying sane. If you’re thinking about growing beyond one location, this is the episode to listen to before you do.Find Jonathan at jonathanmoffat.com.Learn more about Aligned Advisors at alignedadvisors.com.Find Jonathan on LinkedInConnect with Dr. Brian Marino on LinkedInCatch new episodes weekly and dive deeper at dentalwealthmultiplier.com.Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat is joined by Carrie Webber, owner of The Jameson Group, to talk about the systems that separate thriving practices from those stuck in survival mode. From scheduling chaos to team misalignment, Carrie shares what she calls the “accelerator systems,” the key areas that impact profitability, culture, and sustainable growth. They explore how most practices plateau not because of a lack of effort, but because they're missing clarity, structure, and intentional team development. If your business feels busy but not productive, this conversation will help reset your strategy and build a more profitable, well-run practice without burning out. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Carrie at jmsn.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Carrie on LinkedIn: linkedin.com/in/carriejamesonwebberFollow @jameson_management and @carriewebberspeaks on Instagram Build a practice that runs on purpose, not pressure.Catch new episodes weekly and dive deeper at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
In this second part of their conversation, Jonathan Moffat and Melinda Heryford dig deep into what it really takes to make the associate relationship work long-term. They share best practices for onboarding, mentoring, and integrating new doctors into your culture. They also explore why so many associate relationships fail (and how to avoid that trap). From calibration systems and communication scripts to team-wide alignment, this episode is packed with practical takeaways for building a practice that runs without you, not in spite of you. Melinda also offers a free Revenue Reveal for listeners: a data-driven exam that uncovers growth opportunities across 37 core practice metrics. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Melinda at https://practicemanagementconsulting.com/ Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Melinda on LinkedIn: https://www.linkedin.com/in/melindaheryford/ Weekly episodes. Real strategies. No fluff.Get more at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
In this guest-hosted episode, Austin Moffat sits down with Dr. Brad Hughes, founder of Vision Dental Partners, for a candid conversation about building a group practice the right way. They cover everything from burnout and overhyped DSOs, to why some young dentists are trying to skip the clinical grind and jump straight to the exit. Dr. Brad does not hold back on what it really takes to grow, lead, and stay fulfilled in dentistry today. Whether you are a solo doc or scaling a group, this one is packed with hard truths, real laughs, and practical wisdom you will not hear anywhere else. Connect with Austin and the team at dsocfo.comFind Austin on LinkedIn: linkedin.com/in/austin-moffat-88715a59 Learn more about Vision Dental Partners: https://visiondentalpartners.com/Connect with Brad on Linkedin: https://www.linkedin.com/in/bdhughesdds/ New episodes every week. Real talk. Practical strategies you can actually use.Explore more at dentalwealthmultiplier.com
Jonathan Moffat sits down with strategist and coach Melinda Heryford to talk about what burnout is really trying to tell you and how to design a practice that runs smoothly, not just harder. From chaotic schedules to leadership gaps, they unpack the root causes of stress for owner-operators and how to shift from survival mode into a sustainable, system-driven practice. Melinda also shares the six key systems she uses to streamline operations and the mindset shift every dentist need before adding an associate. If you have ever felt stuck, exhausted, or unsure how to grow without burning out, this episode is your signal to pause and reset. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Melinda at https://practicemanagementconsulting.com/ Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Melinda on LinkedIn: https://www.linkedin.com/in/melindaheryford/inkedin.com/in/melinda-heryford Build a business that supports the life you actually want.Catch new episodes weekly and dive deeper at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
In this part 2 episode of Dental Wealth Multiplier, Jonathan Moffat and Matt Stevens continue their discussion about the importance of doing a legal gut check in your dental practice. Tune in as they dive deeper into the legal realities of growing a dental group and what shifts as you scale. From embezzlement risks and systems breakdowns to what DSOs really care about during due diligence, Matt lays out the legal mindset you need when moving from one location to many. They also unpack what makes or breaks a DSO deal, how to avoid being seen as a disorganized seller, and why being prepared opens doors beyond just the sale. Find Jonathan at jonathanmoffat.comLearn more about Provider Legal at providerlegal.comConnect with Matt Stevens on LinkedIn: https://www.linkedin.com/in/matthew-stevens-19a5258/Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1 Get the full library and stay in the loop at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Financial planning and decisions are vital aspects of any dental practice. When in need of professional help, which one do you need to get: CFOs, CPAs, or bookkeepers? Jonathan Moffat and Austin Moffat break down the confusion of these seemingly similar yet extremely different financial roles and what growing dental practices actually need to make informed financial decisions. From cash flow clarity to strategy-level support, they share when a fractional CFO makes sense and when better organization is all it takes. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Austin and the team at dsocfo.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Austin on LinkedIn: linkedin.com/in/austin-moffat-88715a59 New episodes every week to help you take control of your business and your financial future. Visit dentalwealthmultiplier.com for more!Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat sits down with Matt Stevens of Provider Legal to unpack how dentists must do a legal gut check. Matt explored the blind spots that quietly cost them time, money, and control. They also talk through the real-world risks behind lease renewals, employee agreements, and non-competes and how to structure things so you are protected, organized, and confident moving forward. Whether you are starting out or scaling up, Matt offers a clear lens on what actually matters and how to stay ahead of legal issues before they escalate. Find Jonathan at jonathanmoffat.comLearn more about Provider Legal at providerlegal.comConnect with Matt Stevens on LinkedIn: https://www.linkedin.com/in/matthew-stevens-19a5258/Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1 This show is about more than just growing a practice, it’s about protecting what you're building. Follow along at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Dr. Eric Roman joins Jonathan Moffat to unpack the real reason why stepping away from your business is extremely difficult to do. They explore the mindset shift required to go from operator to true owner, how identity and control can quietly sabotage your growth, and what it takes to build a self-sustaining dental practice. They also emphasize why real work is not operational but actually emotional, requiring you strike the right balance of your heart, mind, and soul. If you have built the structure but still feel stuck, this is the conversation you did not know you needed.Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Dr. Eric Roman at drericjroman.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Dr. Eric on LinkedIn: linkedin.com/in/drericjromanLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Dr. Eric Roman joins Jonathan Moffat to unpack the uncomfortable truth behind why so many high-earning dentists feel stuck in a business they thought would set them free. From the identity crisis that comes with stepping back to the perfectionism that sabotages delegation, they dive deep into what really keeps high-achieving practice owners from feeling fulfilled. Learn how to break from the unhealthy relationship with your career and find fulfillment in your daily tasks. If you have ever caught yourself saying, “I love what I do… but I can't keep doing it like this,” this conversation is for you. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Dr. Eric Roman at drericjroman.com Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Dr. Eric on LinkedIn: linkedin.com/in/drericjroman This show is about more than just growing a practice, it’s about building a life that actually works for you. Follow along at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com
Jonathan Moffat dives into what makes a dental office not just successful — but unforgettable. Inspired by the viral rise of the Savannah Bananas, he unpacks how creating a buzz-worthy patient experience (not just great clinical work) is what actually drives referrals, loyalty, and long-term growth. From treehouses in operatories to dinner-worthy service touches, this episode is packed with real examples and simple mindset shifts to help you build a customer-centric practice people cannot stop talking about.Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comFind Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Where strategy meets dentistry: dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat is joined by Mike Baird and Kyle Welch for a candid look at the current state of Dental Service Organization (DSOs) and private equity in dentistry. They break down what is really happening behind the scenes, from debt structures and recap risks, to why some DSOs are thriving while others are stalling out. Whether you are already sold, still considering your options, or just want clarity in a shifting landscape, this conversation pulls back the curtain and offers a grounded perspective on what’s next.Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Mike Baird on LinkedIn: linkedin.com/in/bairdmikeConnect with Kyle Welch on LinkedIn: linkedin.com/in/ktwelchFind Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Weekly insights drop at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat is joined by Dr. Eric Roman to unpack why most associate relationships fall apart and why the problem often starts at the top. They break down the systems, expectations, and leadership habits that make or break associate success. Dr. Eric also presents his Dentist’s Playbook, a program specifically to help associates unlock their fullest potential. If you have ever been frustrated with an associate, this episode will challenge how you think and show you what to fix first. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Dr. Eric Roman at drericjroman.comFind Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Dr. Eric on LinkedIn: linkedin.com/in/drericjromanNew episodes weekly at dentalwealthmultiplier.comLove the show? Subscribe, rate, review, & share! https://alignedadvisors.com/
Jonathan Moffat sits down with Craig Leone of Huntington Bank to unpack what’s really happening in dental lending right now. They break down what banks are actually looking for in 2025, how lending criteria have evolved, and what dentists need to know before applying for a startup, acquisition, or expansion loan. From liquidity requirements and profit margins to growth strategies and red flags, this is a must-listen for any doctor thinking about financing in today’s market. Special thanks to Huntington Bank for sponsoring this year’s Dental Wealth Mastermind.If you're planning to attend, don’t miss the chance to connect with their team live in Newport Beach.Register now at dentalwealthmastermind.com. Find Jonathan at jonathanmoffat.comLearn more about Aligned Advisors at alignedadvisors.comConnect with Craig Leone at huntington.com/practicefinance Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1Find Craig on LinkedIn: linkedin.com/in/craig-leone-01861346/ Join us weekly as we explore what it really takes to grow your wealth while designing the life you want. Visit dentalwealthmultiplier.com for more!
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