Shared Practices | Your Dental Roadmap through Practice Ownership

Latest Episodes:

Dental Practice Ownership: Scaling Up vs. Scaling Back for Profitability Jan 19, 2026

Show notes

Most ambitious dentists are taught that dental practice ownership success is a linear climb from one location to three, five, or ten. In this episode, Dr. Megan Timm joins Caitlin Embree to pull back the curtain on the "sexy" allure of the dental empire and explains why she made the difficult decision to offload two locations to return to a single-doctor model. If you are currently navigating the associate to owner transition or feeling the pressure to expand, this survival guide explores the hidden costs of growth—including the financial strain of multiple mortgages, the "revolving door" of rural recruiting, and the mental toll of managing personalities rather than practicing dentistry.

Megan shares the raw reality of the "tipping point" where three practices resulted in zero personal take-home pay for six months. We deep dive into the logistics of a practice merger, how to communicate office closures to patients without losing your reputation, and the importance of clinical alignment when hiring. You will learn why sustainable dental practice growth is often found by increasing efficiency per patient and dropping insurance dependence rather than adding more chairs. Megan’s journey from a stressed multi-practice owner to a thriving, "productive solo" dentist proves that dental practice management is not one-size-fits-all. We discuss the "ego stroke" of expansion versus the actual dental practice profitability of a well-oiled, single-doctor machine.

Whether you are performing acquisitions in dentistry or looking to optimize your first office, this episode challenges the "bigger is better" narrative. Learn how to protect your vision, set boundaries with high-level team members, and design a life that allows you to be both a CEO and a present parent.

Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Ask George: How to Master Dental Practice Management and Scale Profitability Using AI Jan 12, 2026

Show notes

The transition from clinician to CEO is often paved with unexpected roadblocks: wage inflation, shrinking insurance reimbursements, and a staffing crisis that makes 2026 feel like a battleground for private practitioners. In this episode of Ask George, Dr. George Hariri breaks down why traditional dental practice management is no longer enough to stay profitable. If you are a future owner, you must realize that the "Golden Age" of dentistry has evolved into the "Golden Way"—a high-tech roadmap where artificial intelligence acts as your digital co-pilot.

George moves beyond the hype of AI to provide a tactical survival guide for the modern dental entrepreneur. He explores the sequential flow of a patient's journey, identifying specific bottlenecks where technology can replace manual labor. From AI receptionists that mitigate missed call rates to radiograph software like Pearl and Overjet that revolutionize co-diagnosis, this episode explains how to reduce your dependency on a shrinking labor pool while increasing case acceptance.

True dental business ownership requires becoming a "technological champion." George emphasizes that while the dentist must provide the vision, the team must drive the implementation. You will learn how to use dental growth strategies that prioritize objectivity, such as using AI to audit phone calls or scribe treatment notes, allowing your staff to focus on high-level patient care.

This is more than a discussion on software; it is a masterclass in dental business strategies for the current economic landscape. Whether you are navigating an associate to owner transition or looking to scale your first acquisition, understanding how to negotiate the "how" while remaining firm on the "why" of technology is critical. Stop struggling with 20th-century systems in a 2026 world. Learn how to lean into the unique strengths of the technological revolution to ensure your practice isn't just surviving, but thriving. Success in dental practice management today requires more intentionality than ever—it’s time to build your roadmap.

Are You Making These 3 Costly AI Mistakes in Your Dental Business Strategies? Jan 05, 2026

Show notes

The leap from clinician to CEO is the most significant hurdle in any associate to owner transition. Most dentists enter ownership with world-class clinical skills but find themselves practicing blind when it comes to the business side of the chair. In this episode of the Shared Practices Podcast, Dr. George Hariri sits down with Dr. Aditi Agarwal, co-founder of Practice by Numbers, to discuss how to navigate this high-stakes shift using the power of data and AI dashboards.

Dr. Agarwal shares her personal journey of launching a startup in a depressed market and the "aha moment" when she realized that her case acceptance issues weren't a clinical failure, but a data-driven financing gap. This episode serves as a survival guide for dental practice ownership, moving beyond simple spreadsheets to embrace sophisticated dental business strategies. We explore the concept of "Operations AI" and how it acts as a co-pilot for the modern dentist, automating the revenue finder process to locate thousands of dollars in unscheduled treatment.

As a future dental practice owner, your success depends on your ability to implement dental business strategies that don't rely solely on your own manual effort. We break down the importance of team-led technology adoption, showing you how to empower your front office to reduce their workload while simultaneously increasing dental practice profitability. From call sentiment analysis to AI-assisted perio charting, learn how to leverage the "great equalizer" of technology to compete with DSOs while maintaining the personalized touch of private practice. This is the roadmap for turning dental business ownership into a predictable, data-backed success story.

Ask George: Is Your Perfectionism Killing Your Dental Practice Management? Dec 29, 2025

Show notes

Are you the primary force rolling every "boulder" up the hill in your office? In this insightful Ask George episode, George and Richard explore why building leaders is the non-negotiable secret to exponential growth and true leverage. Most future owners struggle with the transition from clinician to CEO because they fear the "drop-off" in quality when delegating. However, effective dental practice management requires a team-led approach where you empower others to perform tasks at 80% of your capacity so you can focus on your zone of genius.

We dive deep into the hierarchy of leadership, from the essential role of an Office Manager to the strategic deployment of Lead Assistants and Lead Hygienists. George introduces the A/B/C task audit—a powerful framework for identifying your highest-value "A" tasks while offloading energy-draining "C" tasks to team members who actually enjoy them. This shift isn't just about giving orders; it’s about fostering a "sense of ownership" where your team cares about results (like reappointment rates) as much as you do.

You’ll learn the "Document, Demonstrate, Observe" system for error-proofing your delegation and why the cost of a team member's mistake is actually a necessary investment in your associate to owner transition. Whether you are refining your dental growth strategies or preparing for dental business ownership, this episode provides the survival guide for building a culture of accountability and purpose. Stop being the bottleneck and start building the leverage required for a high-income, high-freedom practice.

Dental Practice Management: Protecting Your Ownership from HR Liability and Team Drama Dec 22, 2025

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Transitioning from a skilled clinician to a successful CEO requires a fundamental shift in how you view dental practice management. Most dentists enter ownership to focus on patient care, yet they quickly find themselves bogged down by the "human" element of human resources. In this episode of Shared Practices, Richard Low sits down with Jill Hasselmann from HR for Health to dismantle the myth that HR has to be a source of constant stress. For future owners, understanding these systems is not just about staying organized; it is about protecting the legacy and financial health of your dental practice ownership journey.

Jill explains that "compliance is caring," reframing bureaucracy as the baseline for treating a team with respect. We dive into the "Anatomy of HR," breaking it down into five critical pillars: hiring and onboarding, benefits administration, conflict resolution, payroll logistics, and legal compliance. Many owners struggle with wage and hour claims—which have seen a 450% increase over the last 20 years—simply because they lack a digital paper trail or clear time-off policies. This episode serves as a survival guide for dental business ownership, highlighting why relying on a "friend’s handbook" or unverified AI tools like ChatGPT can create massive legal exposure.

We also explore the modern expectations of Millennial and Gen Z team members who demand transparency and digital-first experiences. By implementing a "True North" via a customized employee handbook, you can remove the emotion from difficult conversations and lead with consistency. Whether you are navigating a startup or an acquisition, mastering entrepreneurship for dentists means having a proactive plan for everything from cell phone policies to pregnancy leave. Jill shares how automated systems can handle the tedious tracking of CE certifications and performance reviews, allowing you to shut your brain off and focus on dental growth strategies. Stop reacting to crises and start building a foundation where you never have to worry about HR again.

Why Experienced Candidates Are the Problem in Your Dental Practice Ownership Dec 15, 2025

Show notes

Are you choosing the wrong candidates because you’re afraid you don't have the time to train the right ones? In this episode of the Shared Practices Podcast, Richard and Caitlin unpack why dental practice ownership often feels like an uphill battle—and how to fix it. We discuss the mindset shift required to move from "panic hiring" to building a continuous candidate pipeline, much like you would for patient marketing.

The secret to scaling your practice lies in breaking free from the "experience trap" by creating a living Operations Manual. Caitlin explains the difference between a static employee handbook and a dynamic standards of care (SOC) guide that allows for consistent dental practice management as you grow. We explore how future owners can use the hiring process itself as a catalyst to document systems, ensuring you never have to reinvent the wheel when turnover inevitably occurs.

We also dive into the "lowest hanging fruit" of AI in dentistry: using tools like ChatGPT and Loom to draft training manuals and SOPs in record time. By utilizing voice-to-text and screen-recording technology, you can turn your clinical frustrations into clear, step-by-step instructions for your team. This episode is a survival guide for any dentist moving through an associate to owner transition, providing the tools to hire for attitude and train for skill so that your practice can scale without being held hostage by staffing gaps.

The Ultimate Dental Growth Strategies to Scale from $700K to $2.5M | Thor Dec 08, 2025

Show notes

Think you could grow a suburban dental practice from $700K to $2.5M in four years without burning out? In this high-stakes episode of Practice Under Water, George sits down with "Thor," a high-intensity owner who has done exactly that. Thor shares the raw numbers behind his explosive associate to owner transition, revealing how he moved from 15 new patients a month to over 90 by mastering Google reviews and direct mail.

However, success has brought a new challenge: the "Sunday scaries". George helps Thor evaluate the dental business strategies needed to stop being the bottleneck in his own five-operatory building. They discuss the "pseudo-specialist" pivot—moving away from general dentistry to focus on high-value ortho and implants—as a way to maintain dental practice profitability while regaining control of the schedule.

This episode serves as a survival guide for dental practice ownership, tackling the psychological hurdles of dropping insurance, hiring a second associate, and the risk of taking a temporary income hit to achieve long-term longevity. Whether you are looking for sustainable dental practice growth or trying to navigate the complexities of dental practice management, Thor’s journey offers a roadmap for high-producing dentists who want to lead a team-led practice rather than grinding in the chair forever. Learn how he leveraged dental growth strategies to build a practice that produces $250,000 a month with only five operatories.

3 Reasons Why Your Five-Op Facility is Blocking Sustainable Dental Practice Growth | Thor Dec 01, 2025

Show notes

Scaling a $2.5M practice while only working two clinical days sounds like the ultimate goal, but it often brings you face-to-face with a massive facility bottleneck. In Part 2 of Thor’s return to Practice Under Water, George and Thor break down the logistical gymnastics required to maintain sustainable dental practice growth when your building is bursting at the seams. Thor is currently managing 94 new patients a month in just five operatories, a situation that George identifies as being at total capacity.

The conversation centers on the essential transition from a "hustle-based" model to dental practice management that is truly systems-led. George suggests that to preserve quality of life, Thor must evolve into a pseudo-specialist role—focusing on high-value ortho, cosmetics, and implants—while training his hygienists to lead a co-diagnostic process that feeds these cases to his chair. This episode acts as a strategic survival guide for dental practice ownership, offering a masterclass in dental business strategies for owners who are ready to let the team handle the "daily rush".

We explore the gritty reality of "scheduling Tetris," including split shifting, no-doctor hygiene days, and why a six-operatory setup is a game-changer for multiple providers. Whether you are navigating an associate to owner transition or looking for ways to maximize dental practice profitability, Thor’s dilemma offers a clear roadmap for long-term success. Learn how to move from being the person propping up the practice to an owner who has built a self-sustaining engine for sustainable dental practice growth.

Ask George: The CEO Survival Guide for Resetting Your Dental Practice Ownership Nov 24, 2025

Show notes

In this episode of Ask George, Dr. George Hariri guides you through "The Ownership Reset," a strategic process designed to align your dental practice ownership with your long-term life goals. As we head into 2026, George emphasizes that successful dental practice ownership requires more than clinical skill; it requires a clear vision and a refined sense of direction. Whether you are a productive solo or looking to scale into a mega group, this episode serves as a survival guide to help you identify your "vision avatar" and move from being a clinician to a true CEO.

George breaks down the clinical entrepreneur spectrum, identifying five distinct models for dental practice ownership: the Productive Solo, the Smart Solo, the Profitable Group, the Pseudo Specialist, and the Mega Group. You will learn how to identify the specific bottleneck—be it patient flow or clinical calibration—inhibiting your growth and how to implement dental business strategies like the "operating rhythm" to solve it. By transitioning to a team-led approach to entrepreneurship for dentists, you can increase your "surface area for luck" and ensure your practice values grow alongside your income.

Stop letting growth happen by accident. Learn how to use Dental Moneyball principles to audit your administrative time and focus on the tasks that actually move the needle. By the end of this episode, you’ll have the tools to communicate a clear vision to your team, ensuring everyone is rowing in the same direction for a profitable 2026 in dental practice ownership.

Why Dental Practice Management Depends on a Clear Strategic Vision Nov 17, 2025

Show notes

Richard and Caitlyn Embree discuss why effective dental practice management begins with a clear, articulated vision that the entire team can buy into.

They break down a four-part framework for dental roadmap success, covering practice anatomy, philosophy of care, team culture, and the owner's desired lifestyle. By implementing better dental practice management systems, owners can identify bottlenecks and transition from feeling trapped by overhead to finding financial breathing room. Because high-level dental practice management requires team buy-in, this is a must-listen for anyone looking to turn dental business ownership into a structured journey toward professional and personal freedom.

In this episode:

The four pillars of a comprehensive strategic vision.
How clear vision prevents team change fatigue.
Using mathematical benchmarks for front office hiring.
Leveraging vision to overcome practitioner burnout.
Communication cadences for high-growth dental practices.

Whether navigating an associate to owner transition or vetting acquisitions in dentistry, this is your survival guide. Ready to scale your dental practice ownership? Visit https://sharedpractices.com/ for our "Free Look" service and follow our social channels for roadmap updates. Join the community and turn your clinical skills into a thriving business.

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