Is now the time for smaller and more strategic moves when investing? This episode is both for investors and business owners. Joining me today is Marcus Crigler, Founder, CEO, and CFO of BEC (Accounting, Tax, and Finance Experts For Real Estate Investors.) We explore how market cycles affect investment strategies, the rising cost of capital, and why many real estate investors need to adjust their models to maintain profitability and more! If you like this episode, here are more episodes we think you’ll enjoy: Ep #525 - Dr. Victoria Peterson – Investment Grade Practice – The Business Principles ..read more

Thinking about selling your dental practice? Whether you're considering a private buyer, a DSO, or planning ahead for your practice exit, this episode is for you! Brannon Moncrief, CEO of Dental Transitions Group, and a dental transition expert, joins me in discussing dental practice transitions, and the growing influence of DSOs and private equity in the market. If you like this episode, here are more episodes we think you’ll enjoy: Ep #522 - Dr. Mauricio Dardano – An Inside Look At a Dentistry Consolidator – The Success of MB2 Dental Ep #510 - Brannon Moncrief – Planning for Your Practice E ..read more

Dr. Victoria Peterson, co-founder and CEO of the Productive Dentist Academy, and host of the Investment Grade Practice Podcast, joins us to discuss running a dental practice worth selling, practice management, and best practices for high-performing dental practitioners. Victoria shares her unconventional path from a high school dropout in rural Georgia to a leading dental entrepreneur. She challenges the conventional wisdom that exit planning is only for those nearing retirement and how it should be a core business strategy from day one. If you like this episode, here are more episodes we thin ..read more

Are you constantly overwhelmed by your workload or feel like your business is controlling your life? Then this episode is for you! Trevor Mauch, Founder of Carrot, a lead generation system for Real Estate investors and agents, explores the challenges entrepreneurs, particularly dentists and business owners, face when trying to break free from the overwhelming demands of their work. Trevor walk us through a framework for understanding transformation, how success often leads to complacency or "default mode," which, if left unchecked, leads to frustration, drift, and ultimately failure. If you li ..read more

In today's rapidly evolving business landscape, reinvention is essential for long-term success. Perrin DesPortes, Founder of The Next Level Executive, and co-founder of two other successful businesses, explores the evolving landscape of entrepreneurship and leadership, draws from his experience as a general manager and his entrepreneurial ventures, he discusses the necessity of strong leadership, strategic decision-making, and mentorship in building sustainable, profitable businesses, and more! If you like this episode, here are more episodes we think you’ll enjoy: Ep #519 - JM Ryerson – Lead ..read more

Today, I'm joined by Dr. Mauricio Dardano, co-founder and senior managing partner of MB2 Dental. Mauricio shares his journey from working as an associate dentist to helping build a thriving dental partnership organization. With MB2 Dental, he helped create a model that combines the resources, shared services, and scalability of a larger organization while preserving the autonomy of individual dentists. Tune in for the two key things associates think about before becoming a dental practice owner and why scaling more dental practices can be challenging for a solo pr ..read more

Mathew Sorensen, CEO of Directed IRA and a leading authority on self-directed retirement accounts, shares insights on how investors can take control of their financial future. In this episode, we will dive into how the affluent prioritize control, tangible assets, and diverse income streams to build and preserve their wealth outside Wall Street. Mat explains how self-directing your retirement accounts empowers you to invest in alternative assets and provides greater flexibility and potentially higher returns. Be sure to check it out! If you like this episode, here are more episodes we think yo ..read more

I'm joined today by Mark Lane, founder and owner of Lane Investments, LLC, a former factory worker turned real estate investor, shares his story of breaking free from a dead end, exhausting career, to build a life of financial independence and freedom. Mark talks about how as he envisioned a better future for his daughter, it became his key pivotal moment and propelled him to explore real estate as a path to better financial security. Mark's story also underscores the value of resilience, adapting to challenges like an unexpected health crisis, and maintaining focus on what truly matters. Give ..read more

How would you describe a good leader? Confident, charismatic? Vulnerable? A risk taker, an excellent communicator, a servant? JM Ryerson, best-selling author and CEO of Let's Go Win, joins me today to discuss principles and strategies on how to lead effectively, authentically, and with greater success in business and personal relationships JM teaches entrepreneurial wisdom to double growth and profit, but he also inspires others in a way that excites them to try new things with honesty, vulnerability and service. Give it a listen! If you like this episode, here are more episodes we think you’l ..read more

Resilience and adaptability are key traits for success in real estate. Today, I am joined by Mathew Owens, CPA and Owner of OCG Properties and OCG Capital. We discuss the transition from active income to passive income for long-term security. Mathew shares his personal journey of rebounding from a 50k loss to making a 70k profit and the importance of learning from challenges such as contractor fraud and market downturns. Listen in to hear about what due diligence is necessary, the insight active real estate investing can offer, and more! If you like this episode, here are more episodes we thin ..read more