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DSO Secrets

Jun 23, 2021

In this episode, Ken Kaufman hosts Mike Montgomery, VP of Healthcare Middle Market Lending and Sponsor Finance, Live Oak Bank. They discuss raising debt financing including the dichotomy between debt and equity: when you're financing growth with debt, it means you get to keep your equity. Ken and Mike deliberate...


Jun 18, 2021

In this episode, Ken hosts Mike Yates, CFO, Spring Dental. With his strong financial, operational, and technological background, Mike has an advanced and comprehensive understanding of the financial and operational aspects of group dentistry. Ken taps his knowledge about how to make the best use of available...


Jun 9, 2021

Kevin Kaufman hosts Mike White, Healthcare Principal with CliftonLarsonAllen to discuss DSO financial/accounting trends, advice for emerging groups, and how much your dental organization should be paying for accounting. Plus they go deep into numbers and financials including how to optimize costs, P&Ls,...


Jun 3, 2021

In this episode, Ken Kaufman hosts Mark Rudolph, CPA and Leader, and JJ Bettencourt Littrell, CPA, both of Elliott Davis, LLC. They discuss employee retention credits (ERCs) available to businesses and how to determine if you qualify. Mark and JJ detail what’s available and how it can be used alongside these other...