Dental Wealth Multiplier

Financial planning and decisions are vital aspects of any dental practice. When in need of professional help, which one do you need to get: CFOs, CPAs, or bookkeepers? Jonathan Moffat and Austin Moffat break down the confusion of these seemingly similar yet extremely different financial roles and what growing dental practices actually need to make informed financial ...

Jonathan Moffat sits down with Matt Stevens of Provider Legal to unpack how dentists must do a legal gut check. Matt explored the blind spots that quietly cost them time, money, and control. They also talk through the real-world risks behind lease renewals, employee agreements, and non-competes and how to structure things so you are protected, organized, and confiden...

Dr. Eric Roman joins Jonathan Moffat to unpack the real reason why stepping away from your business is extremely difficult to do. They explore the mindset shift required to go from operator to true owner, how identity and control can quietly sabotage your growth, and what it takes to build a self-sustaining dental practice. They also emphasize why real work is not op...

Dr. Eric Roman joins Jonathan Moffat to unpack the uncomfortable truth behind why so many high-earning dentists feel stuck in a business they thought would set them free. From the identity crisis that comes with stepping back to the perfectionism that sabotages delegation, they dive deep into what really keeps high-achieving practice owners from feeling fulfilled. Le...

Jonathan Moffat dives into what makes a dental office not just successful — but unforgettable. Inspired by the viral rise of the Savannah Bananas, he unpacks how creating a buzz-worthy patient experience (not just great clinical work) is what actually drives referrals, loyalty, and long-term growth. From treehouses in operatories to dinner-worthy service touches, thi...

Jonathan Moffat is joined by Mike Baird and Kyle Welch for a candid look at the current state of Dental Service Organization (DSOs) and private equity in dentistry. They break down what is really happening behind the scenes, from debt structures and recap risks, to why some DSOs are thriving while others are stalling out. Whether you are already sold, still consideri...

Jonathan Moffat is joined by Dr. Eric Roman to unpack why most associate relationships fall apart and why the problem often starts at the top. They break down the systems, expectations, and leadership habits that make or break associate success. Dr. Eric also presents his Dentist’s Playbook, a program specifically to help associates unlock their fullest potential. If...

Jonathan Moffat sits down with Craig Leone of Huntington Bank to unpack what’s really happening in dental lending right now. They break down what banks are actually looking for in 2025, how lending criteria have evolved, an...

Jonathan Moffat and Austin Moffat unpack the core financial habits that consistently show up in high-performing dental practices. From tracking profitability to paying yourself first, they share what separates dentists who grow with confidence from those stuck in survival mode. Whether you are a single practice owner or managing multiple locations, this conversation ...

Jonathan Moffat and Dr. Eric Roman tackle the associate dilemma head-on, particularly now that more than 50% of dentists in the United States are associates. They break down why so many associate relationships fail, the financial myths that cost owners money, and what it takes to make hiring one work. They also discuss how dentists affect the professional growth and ...

Jonathan Moffat sits down with Steven DeLong, CEO of BlueTree Dental, who shares how they grew to nearly 50 locations while unlocking provider-aligned growth. He breaks down the secrets of scaling a dental organization without losing your culture and staying focused on long-term success over short-term gains. Steve also shares valuable insights on the impact of priva...

Jonathan Moffat and Dr. Eric Roman dive into one of the most important, yet rarely talked about topics in dentistry: how the abundance and scarcity mindset affect every decision you make, especially when it comes to money, hiring, leadership, and growth. From emotional financial choices to the m...

Jonathan Moffat is joined by Austin Moffat, Dr. Eric Roman, and the founders of Areo Dental, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj, for an open and honest conversation about what it really takes to scale a multi-location dental group. They share the early challenges they went through, the leadership and financial frameworks that kept them aligned, and how they...

In this episode of Dental Wealth Multiplier, Jonathan Moffat is joined by lease strategy expert Eric Pook, President of Cirrus Consulting. Together, they dive deep into the risks, hidden traps, and wealth-building opportunities buried in dental office leases. Whether you're leasing, expanding, or investing in your own building, it's a must-listen for anyone who wants...

In this episode of Dental Wealth Multiplier, Jonathan Moffat and Dr. Eric Roman go deep into what it really takes to build a resilient dental life. They talk about the challenges most dentists face behind the scenes: burnout, overwhelm, and feeling stuck. They also discuss how small, consistent ...

In this episode of Dental Wealth Multiplier, Jonathan is joined by Austin Moffat, Managing Partner at DSO CFO, for a deep dive into what it really takes to grow profitably, without financial stress. They break down how to budget for growth, the difference between cash flow and net income, and how to build a financial system that keeps you paid and in control. From real-world examples to actionable KPIs, this is the blueprint for sc...

In this episode of Dental Wealth Multiplier, Jonathan Moffat is joined by Brian Colao, Director of Dykema’s DSO Industry Group, for a behind-the-scenes look at the legal infrastructure driving the DSO boom. With 30 years in...

In this first guest episode of Dental Wealth Multiplier, Jonathan Moffat sits down with Dr. Eric Roman for a candid conversation about why success in dentistry is often a matter of perspective—and how mindset, resilience, and real-world strategy can transform both your practice and your life. From burnout to breakthrough, they discuss what it means to build a robust,...

In the first episode of Dental Wealth Multiplier, Jonathan Moffat shares the personal story behind why he founded Aligned Advisors and why he’s committed to helping dentists take control of their financial future. As the founder of Aligned and former owner of an eight-practice DSO he built and s...