Ash welcomes Dr. Jordan Romano, an internal medicine hospitalist and experienced expert witness to discuss the legal aspects of dentistry and the importance of proactively protecting a dental practice from legal risk. Dr. Jordan Romano explains the role of expert witnesses in malpractice and professional liability cases, particularly their responsibility to define and evaluate the standard of care. He highlights how involvement in expert witness work not only supports the legal system but can also make clinicians more conscientious and careful practitioners by exposing them to real-life cases where things went wrong.

Throughout the conversation, Dr. Jordan Romano focuses on the practical elements that help mitigate legal exposure, such as robust documentation, effective communication among team members, and the importance of follow-up procedures. He also addresses common scenarios that lead to liability, the technological challenges surrounding communication, and the value of periodic system reviews or peer evaluations.

To learn more and connect with Dr. Romano, visit: https://medicalexpertwitness.com/

Key Topics Discussed:

• The role and responsibilities of a medical expert witness
• Understanding and applying the standard of care in dentistry
• Proactive strategies for reducing legal exposure
• Importance and challenges of clear documentation
• Effective team communication within dental practices
• Managing referrals and patient follow-up
• Legal discoverability and safe use of technology
• Team member liability and the "captain of the ship" concept
• Identifying and addressing high-risk procedures or moments
• System audits, peer review, and study clubs for practice improvement
• Standardizing and securing communication and documentation practices

In this episode, Ash sits down with Jen Lee, a bankruptcy attorney at Lawyer Success Network with extensive experience advising dental and healthcare professionals. They discuss the common fears and misconceptions surrounding bankruptcy, clarifying that bankruptcy can be a practical financial tool, not just a sign of failure. Jen shares the financial challenges dentists face, including high student loan debt, business loans with personal guarantees, merchant cash advances, and the risks of intertwining personal and business finances.

The discussion covers the main types of bankruptcy relevant to dentists: Chapter 7, Chapter 11 (including Subchapter V), and Chapter 13, explaining when each is applicable and what outcomes dentists can expect. They also talk about the importance of keeping business and personal finances separate, understanding cash flow, and seeking professional advice early. The episode also highlights warning signs that should not be ignored, alternatives to bankruptcy such as loan consolidation and practice sales, and practical steps for dentists to reduce financial risk and make informed decisions.

To find out more about Jen, visit: https://lawyersuccessnetwork.com/

Key Topics Discussed:

• The stigma and realities of bankruptcy for dental professionals
• Common financial struggles and sources of debt for dentists
• The risks of mixing personal and practice finances
• The importance of understanding and monitoring cash flow
• An overview of Chapter 7, Chapter 11 (and Subchapter V), and Chapter 13 bankruptcies
• Handling student loans and practice loans in bankruptcy
• Impact of bankruptcy on future financing, credit, and professional life
• Early warning signs of financial distress and steps to take
• Alternatives to bankruptcy and when to consider selling a practice
• Legal and financial steps to protect your practice before problems arise

Ash welcomes Matt Gruber, founder of COtingency, to discuss how dental practice owners can safeguard their businesses against unexpected absences and transitions. The conversation covers why even successful practices often remain heavily dependent on one or two key people, and the risks that arise when essential knowledge and operational secret sauce aren’t adequately documented. They discuss how owners can reduce the business's dependence on them, including identifying critical gaps, building resilient systems, and preserving both short-term continuity and long-term succession.

Matt also discusses his legal and business experience, highlighting common pitfalls when a founder’s intuition or involvement becomes a liability rather than an asset. They explore scenarios such as sudden health incidents, the involvement of spouses as key players, and operational blind spots that threaten continuity. They also talk about how owners can best document decision-making, how to recognize operational risks, and how to make mindset shifts—especially for owners who tie their self-worth to their business.

To learn more about Matt and COtingency, visit: COtingency.com

Key Topics Discussed:

1. Owner dependency and risks in dental practices
2. Motivators for continuity planning (money, time, empowerment, health)
3. Documenting institutional knowledge and secret sauce
4. Operational and relationship breakdowns during sudden exits
5. Differences between continuity and succession planning
6. Preparing successors and managing transitions
7. Communication strategies for succession
8. Silent operational risks and the role of spouses
9. Practical documentation and empowerment tips
10. Mindset shifts for founders and legacy businesses
11. Benefits of planning for resilience and future opportunities
12. Business readiness for private equity and acquisitions

Ash continues the conversation with Dave Rosenberg, focusing on building accountability and effective team leadership within dental practices. Dave explains why true accountability starts with clear communication from leadership and outlines how open-ended questions help ensure team members understand both expectations and the broader intent behind their roles. He emphasizes that leaders need to own their communication and be proactive in supporting their staff to understand downstream impacts of their actions so everyone works toward common goals.

The discussion covers practical steps for creating an accountability map, highlighting the importance of assigning responsibility to a single person rather than a group or department. Dave also clarifies the difference between motivation and inspiration in the workplace, recommending professionals hire individuals who find personal meaning in the value their business provides. The episode concludes with advice for dental practice owners: model the standards you want to see, address your own behaviors first, and be open about improvement with your team. This approach helps create a culture where team members hold each other accountable and drive stronger results together.

For our listeners who own or lead a dental practice, Dave Rosenberg is offering a complimentary 30-minute coaching debrief following today’s conversation on Radical Accountability™.

The session is designed to help practice owners identify where accountability is unclear, where decisions slow down, and what adjustments will create more consistent execution from the team.

This is not a sales call. It’s a focused working conversation intended to create clarity. https://lockedonleadership.com/debrief

Key Topics Covered

1. Accountability as a leadership responsibility
2. Communication techniques for leaders
3. Creating and using accountability maps
4. Mindset and workplace culture
5. Difference between motivation and inspiration
6. Maslow’s hierarchy of needs in the workplace
7. Impact of individual actions on teams
8. Addressing performance issues with strong performers
9. Learning responses versus punitive theatrics
10. Self-reflection and modeling standards as a leader
11. First steps for improving accountability in a dental practice
12. Measuring progress in team accountability

In this episode, Ash welcomes Dave Rosenberg, a leadership expert with decades of experience in both the military and the business sector. They discuss the difference between team accountability and individual performance, highlighting how true accountability is built into systems and processes rather than just expecting team members to do the right thing. Dave talks about his background in leadership and engineering to explain the importance of clear job descriptions, formal training, and standards as the foundation for a culture where employees consistently meet expectations.

The conversation covers how leaders can shift their approach from assigning blame to focusing on process improvements and how modeling the right behaviors sets the tone for the entire team. They also discuss the distinction between responsibility (responding in the moment) and accountability (ability to follow and assess the process), using real-world examples to make the concepts practical for dental practices and other businesses. Dave also talks about the need for leaders to actively solicit feedback to ensure that intent is truly understood by the team.

Key Topics

1. Building team accountability as a system, not just a people issue
2. The differences between responsibility and accountability
3. Why clear job descriptions and formal processes are essential
4. The role of leadership in setting and modeling standards
5. Creating a culture where mistakes lead to improvement rather than blame
6. How to solicit feedback to confirm understanding of intent
7. Common gaps in mechanical processes within leadership teams

For our listeners, Dave is offering a complimentary 30-minute coaching debrief following today’s conversation on Radical Accountability™.

The session is designed to help practice owners identify where accountability is unclear, where decisions slow down, and what adjustments will create more consistent execution from the team.

You can book your free session here: https://lockedonleadership.com/debrief.

Ash welcomes Nathan Strum from Abby Connect to discuss the evolving role of technology, especially AI, in enhancing the patient experience at dental practices. They break down the traditional functions of the front desk, highlighting the importance of both in-person and phone interactions, and the challenges associated with each—especially the common pain point of phone overload.

They also discuss why separating in-person tasks from phone duties leads to better service and a less stressful work environment for dental staff. They also talk about the role of AI-powered and virtual receptionists, including their capabilities, advantages, and their current limitations when handling patient interactions and urgent calls. Compliance and HIPAA considerations for practices using these technologies are also discussed. It’s clear that, rather than replacing human roles, AI is best used as a support tool to improve efficiency, help staff retention, and keep up with patient expectations in a competitive dental landscape. Nathan offers practical advice for practice owners and team members on vetting virtual receptionist services and stresses the importance of ongoing training and adaptability in adopting new technologies.

To connect with and learn more about Nathan, visit: https://www.abby.com/

Key Topics Discussed:

1. Dividing front desk and phone responsibilities for better patient experience
2. How slow or missed phone responses can lose new patient leads
3. The role of AI and virtual receptionists in dental practices
4. Handling urgent and emergency patient calls with AI and human backup
5. Impact of phone tasks on front desk stress and staff turnover
6. Cost, training, and staff retention benefits of using virtual receptionists
7. Ensuring HIPAA compliance with third-party phone services
8. How to evaluate and choose a virtual receptionist provider
9. The importance of ongoing staff training in new technologies

In this episode of Beyond Bitewings, Ash sits down with Mark Brodson, Managing Broker at Resource Commercial Advisors, to discuss current design and real estate trends for dental practices. Mark shares insights on how dental office design now focuses more on patient comfort and the overall experience, moving away from the traditional, clinical atmosphere to environments that feel more like spas or lounges. He gives a detailed look at space planning, explaining typical square footage requirements for modern practices and the growing interest among dentists in expanding services to include aesthetic treatments like Botox.

The conversation also explores key considerations for dentists deciding between leasing or buying their office space. Mark Brodson explains the importance of lease clauses, including rights of first refusal and demolition or relocation clauses, and the value of working with a professional broker throughout the process. The episode wraps up with a discussion on suburban versus urban demand for dental spaces post-COVID and the significant impact that updated office design can have on the value and marketability of a dental practice.

To find out more and connect with Mark, visit: https://www.resourcecommercial.net/mark-brodson/

Key Topics Discussed:

• Design trends in dental office spaces

• Patient experience and comfort in dental practices

• Typical dental office sizes and efficient use of space

• Leasing vs. buying dental practice real estate

• Important lease clauses to consider (right of first refusal, demolition/relocation)

• Tenant improvement allowances and lease renewal strategies

• Factors that influence the value of a dental practice

• The shift from urban to suburban dental practice locations

• The role of professional brokers in real estate decisions

In this episode of Beyond Bitewings, we're bringing back some of our favorite advice from our episodes that discussed selling a dental practice to a Dental Support Organization (DSO), highlighting the significant differences between selling to a DSO and an independent buyer. The conversation covers how DSOs value practices using EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization), and why this can result in higher sale prices compared to traditional methods that use a percentage of collections. We also explain the importance of understanding value from the DSO and private equity perspective and warns practice owners about the risks of responding to unsolicited offers without proper representation.

The episode addresses key concerns for dentists, such as what to expect after the sale, how contracts are structured, and why it’s essential to shop around for multiple offers before committing. They discuss the impact of EBITDA calculations on a practice’s valuation, the role of lease agreements when the seller owns their building, and strategies to maximize the value of the transaction.

Key Topics Discussed:

1. How DSOs value dental practices using EBITDA
2. Differences between DSO and independent sales
3. The structure of post-sale contracts and earn-outs
4. Pitfalls of responding to unsolicited DSO offers
5. The importance of getting multiple offers and proper representation
6. EBITDA calculations and their effect on practice valuation
7. Lease agreements when the seller owns the building
8. Advice for maximizing practice sale value
9. The changing dental industry landscape with the growth of DSOs