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.
An interactive calculator projecting net worth as an owner vs. an associate, and the delta between them
Score yourself across financial readiness, business skills, leadership, and mindset to identify strengths, uncover gaps, and build a clear action plan
A guided worksheet to reverse-engineer your ideal practice and map the path to building it
A step-by-step guide to maximizing income, mastering systems, and engineering your exit to ownership
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
Your go-to reference for the key metrics that define a healthy dental practice
A plug-and-play tool that compares metrics, highlights upside, and scores opportunities by fit and risk
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
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
Example Letter of Intent, patient letter templates and staff meeting agendas
Cash Flow Tracker, and System Documentation Checklist to help you stabilize your practice
A strategic worksheet with tools to track profit per procedure, assess team capacity, and build a balanced growth plan
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