Beyond The Op With Dr. Sean Robertson

Adam Tenaschuk is a Co-Founder of Dental Tax. He has been working with dentists for more than 15 years, saving them time, taxes and fees. His goal is to look at every aspect of their life (personal and practice) to make sure they have a proper plan in place to achieve their goals. Adam has an MBA from the Richard Ivey School of Business in London, Ontario and also holds a Chartered Investment Manager designation.  You can learn more at https://dentaltax.ca/ Registration for The Fifth Year by DDS CFO is now open. Click the link here to learn more or to register: https://theddscfo.com/tcc-sales-page1658530785066

Introducing the DDS CFO educational platform Are you ok with having to learn the business of dentistry through trial and error? Are you ok with the cost this has on your financial and emotional health? Are you ok with the reality that we as dentists graduate into a profession with some of the highest costs to deliver healthcare but without any education or help with how to earn a respectable income? Further, how can you be expected to buy or start a dental practice today and avoid costly errors without education in practice finance? How can you be expected to advocate for yourself in a climate where brokers refuse to work with buyer agents and you haven’t been given the tools to critically appraise a practice valuation? Gaps in dental school education, unilateral representation in the brokerage marketplace, and an overwhelmingly unanimous demand for knowledge from dentists inspired the answer to these questions many of us have been asking for decades.  This episode introduces DDS CFO: An educational institute for dentists. The DDS CFO curriculum is about maximizing the value your practice can bring to your life and the value you can bring to your practice. No longer does learning the business of dentistry require the same lonely, inefficient process of uneducated trial and costly error to reach higher levels of achievement and profit early in your career. Created by Dr. Sean Robertson, DDS CFO is your opportunity to maximize the return on investment of your DDS or DMD degree early in your career. The first course of its kind being offered by DDS CFO is called THE FIFTH YEAR. Intended for dentists in their first five years of practice, enrollment begins late Fall 2022. Spaces are very limited, with a class size of only 12 reserved on a first-come-first-served basis. Learning is through 10 weeks of lectures, small group collaboration, and a 100-page workbook with assignments and required reading. The commitment is an hour and a half a week of online lectures and discussion, with 30-60 minutes of weekly assignments. Learn more about this exciting educational opportunity in this episode.

Dr. Rowshani is the founder and president of Muskoka Dental Group, located in Huntsville, Ontario. Combining his passion for entrepreneurship with his skill in dentistry, Dr. Rowshani launched a high-growth dental network in the Muskoka-Huntsville region of Ontario. As founder and president, he steers business strategy, and coaches and guides the team. Muskoka Dental Group has grown to become the largest single-owner dental network north of Barrie, serving 10,000+ patients. Recently, he launched Muskoka Dental Laboratory, the only lab from North Bay to Barrie, which provides essential laboratory services to dental practices in the northern region, with a turnaround 5 times faster than shipping out to labs in Toronto.  Dr. Rowshani is also the founder and CEO of International PPE Supply Inc.  Promptly, in response to the PPE shortages faced during the onset of the pandemic, Dr. Rowshani launched PPE Supply Inc. in April 2020, securing a medical device establishment license from Health Canada as well as Canadian Standards Association approvals in a matter of months. After starting by producing surgical face shields in one of his dental offices, he rapidly scaled the product offerings to deliver medical-grade surgical masks, gowns, and shields. In their first year alone, PPE SUPPLY INC. manufactured 400,000 masks and 15,000 face shields.  They also supplied 25,000 gowns to dentists across Canada and select pharmacies in the Muskoka region.  

Are you ok with not getting the most for your practice?    You’ve probably heard broker’s are out to get you. Or that they charge obscene commissions and add no value to your practice sale.    This episode is your quarterly market update from The Dental Broker Team. Dr. Robertson shares the current state of the dental practice marketplace, what working with a broker should mean for you, and what you can do to ensure you “RETIRE RICHER” when the time feels right.

Solutions for Attracting and Retaining Staff! Amanda Pereira, VP, Group Advantage, SW Ontario RBC is this episode’s guest. RBC Group Advantage is a financial wellness program that can help distinguish practitioners as an employer of choice by guiding employees onto a path of overall financial wellness. Employees are provided professionally accredited, holistic financial advice, when, where and how they want it, on everything from saving for retirement, debt management, investments, to everyday banking.  The programs can help practitioners maintain more engaged, focused employees who spend less time worrying about and dealing with their finances at work. This results in a more present and productive workforce,with fewer sick or mental health days and less overall time off due to financial stress. The programs can play a key role in retaining your best employees and attract top talent through a richer savings plan and other financial solutions that help them prepare for tomorrow. https://www.rbcroyalbank.com/business/advice/registered-pension-plan-and-group-retirement-savings/rbc-group-advantage.html

Paul Bhatti's education began by obtaining a Bachelors degree in Human Physiology from the University of Toronto. From there, he received a Doctorate of Dental Surgery from Northwestern University, followed by obtaining a medical degree from Wayne State University School of Medicine. Paul is both a fellow of the Royal College of Dentists of Canada and a Diplomate of the American Board for Oral and Maxillofacial Surgery. Paul actively takes trauma calls at Hamilton Health Sciences which services facial trauma calls and has also previously taught at the University of Toronto in the Department of Oral Surgery.

Your Canadian Dental Practice Market Update: In this episode, Dr. Sean Robertson shares the who, what, and why of dental practice sales in the Canadian dental practice marketplace. Whether you are a prospective buyer, current practice owner, or considering a transition out of ownership, this episode shares marketplace and preparation information that will help you in your future planning.

Dr. Paul Homoly is a leading voice on treatment acceptance for complete dentistry, practice development, and persuasive communications. Paul practiced reconstructive dentistry for twenty years, and for over three decades, his work has enabled all members of the dental profession to experience the rewards they've earned and deserve. Paul's work contributes millions of dollars of collections each month for his clients. Paul is the author of the new patient experience and treatment acceptance online curriculum Treatment Acceptance Mastery. This curriculum includes the online courses; Making It Easy for Patients to Say “YES!”, Strategic Scheduling, $25,000 and UP! – Treatment acceptance for complex care, Treatment Acceptance for Aligner Orthodontics, and Treatment Acceptance Skills for New Dentists. He has recently published the Kindle book Just Because You’re Leading…Doesn’t Mean They Follow. Paul holds the highest earned designation in professional speaking from the National Speakers Association – Certified Speaking Professional (CSP), where fewer than 15% of professional speakers hold this designation. He’s the first dentist worldwide to earn it.

Dr. John O’Keefe is a dentist and Community Ambassador for The Canadian Dental Association. His current career involves communication with our profession on a national level, building our collegial community, and enhancement of the reputation of dentistry in Canada. I can share with you as a member of our profession and knowing some of John’s professional contributions that he has improved in the professional lives of every dentist in the country, whether they know it or not. John published the Canadian Journal of Community Dentistry as an open-access online journal in 1995. He led the charge in getting the Journal of the Canadian Dental Association indexed and online in 2008. Dr. O’Keefe drove the creation of CDA Oasis as an online open access knowledge exchange hub, starting in 2010. This continues to thrive and serve as a peer-led source of clinical and professional knowledge that has been created by a dentist, for dentists, and with the ongoing contribution of dentists.  In 2020, he initiated live online knowledge exchange broadcasting through CDA Oasis Live, adding more content and sharing live broadcasts across the country. Since June of 2020, John has worked with the Canadian Association for Dental Research to create panel discussions on CDA Oasis Live that discuss and celebrate advances in Canadian oral health research. Dr. O’Keefe has previously held positions as the Editor-in-Chief of the JCDA and The Director of Knowledge Networks for the CDA. In 2017 John was recognized by the CDA with the Distinguished Service Award. John holds not only  Baccalareate degrees in Dental Science and Arts, but a Masters in Dental Science from the University of Dublin, Ireland, and an MBA from Concordia University in Montreal. He has practiced clinical dentistry and taught at the Department of Community Dentistry for both McGill and Toronto’s Faculties of Dentistry.

BTO Celebrates The 10th Episode!  Opportunity, Creativity, Tenacity, and Resilience: Celebrating the 10th episode with a look back on the remarkable stories and themes our guests have shared that truly define the entrepreneurial spirit. 

Dr. Wilson Chen is the only dentist in Canada to hold the Certified Financial Planner and Financial Management Advisor designations.  He is a partner and lead financial planner at the Wyndham Group, a full service Wealth Management and Financial Advisory Group.  The team operates as part of Raymond James Ltd. – one of the largest independent investment firms in Canada.   Dr. Chen graduated from the Faculty of Dentistry at Western University in 1992 and began a 22 year career building a successful dental practice in Hamilton, Ontario.  In 2003, Wilson branched out on a related path.  Drawing from a blend of specialized financial knowledge and hands-on dental experience, he started working with dentists to identify personal goals and develop real life financial strategies for their families and their businesses.  In 2014, Wilson sold his dental practice to take on a full-time management and financial planning role with the Wyndham Group. Wilson’s financial articles appear regularly in major dental publications. He also lectures on business planning, relationship building and personal financial strategies.

Dr. Jessica E. Metcalfe is the founder of The Alchemist Dentist, an international speaker, a life coach, a mental health activist and a dentist to oncology patients. She works with professionals to help dismantle impostor phenomenon, perfection and prevent burnout. Dr. Jessica brings a unique perspective challenging your thoughts, emotions and behaviours about success, self-worth and mental well-being. You can learn more at: www.drjessicametcalfe.com

Dr. LeMone attended the University of Missouri-Kansas City for dental school and graduated in 2004.  Since the completion of his training, he has owned or been affiliated with over 18 dental practices.  He currently co-owns and operates a small group practice and DSO in the Spokane Washington area.  Challenges in dental office management lead Dr. LeMone and his business partner to develop and create an innovative dental administrative software named Dentavine.  Dentavine is a secure cloud-based receptacle that houses all information and knowledge needed to run and scale your office or dental group practice.  The value of Dentavine as a software is particularly exemplified when a practice loses a key employee, a second location is opened, or in entering group practice.  Dr. LeMone currently lives in Utah, loves the outdoors, is married and with four children.  You can learn more about Dentavine at www.dentavine.com

After a successful 18-year career as a Dental Hygienist, Ruthann completed the required schooling and left the dental field to pursue a career as a full-time Realtor. Since entering the real estate industry in 2014 as a Salesperson, Ruthann has completed the necessary exams to obtain her Broker license and has recently completed the educational and practical requirements to achieve her Certified International Property Specialist designation. While she provides a range of real estate services, Ruthann specializes in the luxury waterfront market in Canada’s premiere cottage country: Muskoka. Affectionately referred to as the “Hampton’s of the North,” Muskoka is host to 1600+ freshwater lakes and has become a playground for the wealthy-- including several celebrities -- offering a relaxing yet social lifestyle centered around life on the water. As a Real Estate Broker and Certified International Property Specialist with Engel & Völkers Muskoka, Ruthann has successfully worked with buyers and sellers from various parts of Canada, the United States, and internationally.  Her love for Muskoka and her real estate knowledge makes for a winning combination. Ruthann believes every client deserves a bespoke experience, so whether they are buying or selling, Ruthann works tirelessly to promote her client’s best interests and achieve their personal real estate goals. 

Dr. Miyen Kwek graduated in 1997 from the Faculty of Dentistry at the University of Toronto. Over the years, he acquired, built and branded a multitude of community dental practices surrounding Kitchener/Waterloo where he focuses primarily on comprehensive care, surgery, implants, and digital dentistry.  In the last 3 years, he built and acquired 5 additional successful practices in Southwestern Ontario with key partners, while coaching other dentists and their teams on how to do the same. His ability to combine business systems, technology, clinical efficiency and case acceptance has resulted in a platform that has helped clinicians attain significant success in practice growth. His unique approach to the business of dentistry has sparked the interest of many dentists providing them with a clearer path to clinical excellence and profitability.  He prides himself with having the ability to have one of the lowest overhead practices in Canada despite discounting his clinical fees, while at the same time,  paying his staff well and not controlling sundry costs. Asides from his clinical and business accolades, he has mentored countless colleagues over the past decade using an innovative hands on teaching style for oral surgery, implants and now CAD/CAM, launching them years ahead in their career. As a result, Miyen co-founded Dentistree Academy, a proven platform for hands-on clinical mentorship, which participating dentists believe is truly the Next Level of Education. On the side, Dr. Kwek has spoken nationally and internationally on numerous topics such has Oral Surgery, Implants, CAD/CAM, fully integrated technology and Practice Profitability.  He has lectured for companies such as Henry Schein and Patterson and is currently a Speaker and Key Opinion Leader for VITA North America and Dentsply Sirona, in some of the most coveted dental events in the industry. Miyen has an incomparable view on how to succeed and believes that the “path less travelled” and “thinking outside the box” holds the key to success in today’s changing marketplace in dentistry. Currently Miyen is bringing the lucrative world of real estate development into the dental industry to pursue  his ongoing quest to create win-win opportunities and relationships for everyone. You can learn more about Dentistree Academy by going to www.dtacademy.ca

Dr. James Younger is a practicing dentist and the Founder and CEO of TempStars – Canada’s largest and number one rated dental temp agency and hiring firm. Dr. Younger has achieved this by creating leading-edge mobile technology that allows dental professionals to connect quickly and easily. James is a 1999 graduate of The University of Toronto’s Faculty of Dentistry. The inspiration for his hiring agency came in 2015 with a last-minute cancellation from a hygienist. After 2 years of commitment to create a solution for our profession, TempStars was born. The company was created to alleviate stress amongst practice owners and employees through connecting quickly and easily with an available dental hygienist or assistant and also to support great hygienists and assistants to live a busy, flexible, and empowered professional lifestyle.

Dr. Walter Heidary is an entrepreneurial leader who combines an extensive portfolio of corporate leadership with a wealth of knowledge, having founded successful enterprises in the education, health care, marketing and real estate sectors. In this engaging episode, Dr. Heidary shares how he has identified problems and created solutions that have helped to create his award winning and rapidly growing Child Ventures early childhood education centres, executive medical health company Heidary Health, his media company, 12-Sparks Media, and his private equity real estate company, BRED. 

Lisa Philp is the CVO of Transitions Group Canada. She and her company have supported thousands of dental professionals in their careers from graduation to retirement through her revolutionary practice management processes. She has been on Dentistry Today’s top 100 speakers list for more than 10 years. In this episode, Lisa shares how she took her career beyond the op to her exciting and successful entrepreneurial career that supports dentists across the country.

In this episode, your host doubles as your guest. Dr. Sean Robertson shares the inspiration for the creation of the podcast and his own personal journey from a practice owner to a partner in a dental practice brokerage.