Dentist to CEO Toolkit

dentist to ceo

The Blueprint for Breaking Free from Associate Life

Dentist to CEO is the battle-tested roadmap that provides the clarity, confidence, and tactical blueprint you need to make that leap successfully. This book bridges the gap between clinical training and business ownership, equipping you with real-world financial, leadership, and negotiation skills never taught in school.

To help you put these ideas into action, we’ve compiled a collection of practical tools and resources that correspond with the concepts covered in the book. The materials below are organized by chapter, making it easy to find the worksheets, guides, and supporting content referenced throughout the book. Simply click the button for each resource to view more information or access the material.

Filter By Chapter:

Chapter 1 Resources

Equity Gap Calculator

 An interactive calculator projecting net worth as an owner vs. an associate, and the delta between them

Path to Ownership Checklist

Score yourself across financial readiness, business skills, leadership, and mindset to identify strengths, uncover gaps, and build a clear action plan

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Chapter 2 Resources

CEO Blueprint Planner

A guided worksheet to reverse-engineer your ideal practice and map the path to building it

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Chapter 3 Resources

Associate Contract Prep & Red Flags

Real-world employment contracts, common clauses, and hidden red flags to watch for

Negotiation Prep Worksheet

Strategies to negotiate employment terms that maximize career upside

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Chapter 4 Resources

DSO Strategy Playbook

A step-by-step guide to maximizing income, mastering systems, and engineering your exit to ownership

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Chapter 5 Resources

Associate Launchpad Planner

A guided worksheet to reverse-engineer your ideal income, evaluate job offers with real metrics, and identify the skills that accelerate your path to ownership

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Chapter 6 Resources

Essential Metrics Cheat Sheet

Your go-to reference for the key metrics that define a healthy dental practice

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Chapter 7 Resources

Practice Evaluation Worksheet

 A plug-and-play tool that compares metrics, highlights upside, and scores opportunities by fit and risk

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Chapter 8 & 9 Resources

P&L Detective Worksheet

A fillable dashboard that walks you step-by-step through add-backs, category benchmarks, and key questions to uncover the real profitability of any dental practice

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Chapter 10 Resources

Dental Loan Comparison Dashboard

 A plug-and-play spreadsheet that calculates total loan cost and repayment scenarios so you can choose the financing partner that aligns with your long-term ownership goals

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Chapter 11 & 12 Resources

Goodwill Protection & Transition Playbook

Example Letter of Intent, patient letter templates and staff meeting agendas

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Chapter 13 Resources

First-Year CEO Operating System

Cash Flow Tracker, and System Documentation Checklist to help you stabilize your practice

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Chapter 14 Resources

Sustainable Growth Blueprint

A strategic worksheet with tools to track profit per procedure, assess team capacity, and build a balanced growth plan

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 1 Resources

Equity Gap Calculator

An interactive calculator projecting net worth as an owner vs. an associate, and the delta between them

Path to Ownership Checklist

Score yourself across financial readiness, business skills, leadership, and mindset to identify strengths, uncover gaps, and build a clear action plan

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 2 Resources

CEO Blueprint Planner

A guided worksheet to reverse-engineer your ideal practice and map the path to building it

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 3 Resources

Negotiation Prep Worksheet

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Associate Contract Prep & Red Flags

Real-world employment contracts, common clauses, hidden red flags, and strategies to negotiate terms that maximize career upside

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 4 Resources

DSO Strategy Playbook

A step-by-step guide to maximizing income, mastering systems, and engineering your exit to ownership

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 5 Resources

Associate Launchpad Planner

A guided worksheet to reverse-engineer your ideal income, evaluate job offers with real metrics, and identify the skills that accelerate your path to ownership

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 6 Resources

Essential Metrics Cheat Sheet

Your go-to reference for the key metrics that define a healthy dental practice

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 7 Resources

Practice Evaluation Worksheet

 A plug-and-play tool that compares metrics, highlights upside, and scores opportunities by fit and risk

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 8 & 9 Resources

P&L Detective Worksheet

a fillable dash-board that walks you step-by-step through add-backs, category benchmarks, and key questions to uncover the real profitability of any dental practice

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 10 Resources

Dental Loan Comparison Dashboard

 A plug-and-play spreadsheet that calculates total loan cost and repayment scenarios so you can choose the financing partner that aligns with your long-term ownership goals

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 11 & 12 Resources

Goodwill Protection & Transition Playbook

Example Letter of Intent, patient letter templates and staff meeting agendas

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 13 Resources

First-Year CEO Operating System

Cash Flow Tracker, and System Documentation Checklist to help you stabilize your practice

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Chapter 14 Resources

Sustainable Growth Blueprint

A strategic worksheet with tools to track profit per procedure, assess team capacity, and build a balanced growth plan

Resource Title 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Resource Title 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.