Is now the time for smaller and more strategic moves when investing? This episode is both for investors and business owners. Joining me today is Marcus Crigler, Founder, CEO, and CFO of BEC (Accounting, Tax, and Finance Experts For Real Estate Investors.) We explore how market cycles affect investment strategies, the rising cost of capital, and why many real estate investors need to adjust their models to maintain profitability and more!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #525 - Dr. Victoria Peterson – Investment Grade Practice – The Business Principles Every Dentist Needs to Succeed
2. Ep #518 - Mathew Owens – Real Estate Reality Check: Strategies, Caution, and Cash Flow for Today’s Market
3. Ep #517 - Austin Hair – Combining Healthcare and Real Estate – How Demographics and Market Analysis Protect Investors

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Thinking about selling your dental practice? Whether you're considering a private buyer, a DSO, or planning ahead for your practice exit, this episode is for you! Brannon Moncrief, CEO of Dental Transitions Group, and a dental transition expert, joins me in discussing dental practice transitions, and the growing influence of DSOs and private equity in the market.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #522 - Dr. Mauricio Dardano – An Inside Look At a Dentistry Consolidator – The Success of MB2 Dental
2. Ep #510 - Brannon Moncrief – Planning for Your Practice Exit – What You Need to Know

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Dr. Victoria Peterson, co-founder and CEO of the Productive Dentist Academy, and host of the Investment Grade Practice Podcast, joins us to discuss running a dental practice worth selling, practice management, and best practices for high-performing dental practitioners. Victoria shares her unconventional path from a high school dropout in rural Georgia to a leading dental entrepreneur. She challenges the conventional wisdom that exit planning is only for those nearing retirement and how it should be a core business strategy from day one.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #523 - Perrin DesPortes – Creating a Business That Runs Itself – The Truly Successful Business Owner
2. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Are you constantly overwhelmed by your workload or feel like your business is controlling your life? Then this episode is for you! Trevor Mauch, Founder of Carrot, a lead generation system for Real Estate investors and agents, explores the challenges entrepreneurs, particularly dentists and business owners, face when trying to break free from the overwhelming demands of their work. Trevor walk us through a framework for understanding transformation, how success often leads to complacency or "default mode," which, if left unchecked, leads to frustration, drift, and ultimately failure.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #523 - Perrin DesPortes – Creating a Business That Runs Itself – The Truly Successful Business Owner
2. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results
3. Ep #513 - Patrick Precourt True – Transformation and How Comfort Becomes a Crutch

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

In today's rapidly evolving business landscape, reinvention is essential for long-term success. Perrin DesPortes, Founder of The Next Level Executive, and co-founder of two other successful businesses, explores the evolving landscape of entrepreneurship and leadership, draws from his experience as a general manager and his entrepreneurial ventures, he discusses the necessity of strong leadership, strategic decision-making, and mentorship in building sustainable, profitable businesses, and more!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results
2. Ep #515 - Marty Fort – Effective Marketing Equals More Profit For Less Effort – 95% of Businesses Don’t Do This
3. Ep #513 - Patrick Precourt True – Transformation and How Comfort Becomes a Crutch

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Today, I'm joined by Dr. Mauricio Dardano, co-founder and senior managing partner of MB2 Dental. Mauricio shares his journey from working as an associate dentist to helping build a thriving dental partnership organization. With MB2 Dental, he helped create a model that combines the resources, shared services, and scalability of a larger organization while preserving the autonomy of individual dentists. Tune in for the two key things associates think about before becoming a dental practice owner and why scaling more dental practices can be challenging for a solo practitioner!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results
2. Ep #510 - Brannon Moncrief – Planning for Your Practice Exit – What You Need to Know
3. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur Mindset

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Mathew Sorensen, CEO of Directed IRA and a leading authority on self-directed retirement accounts, shares insights on how investors can take control of their financial future. In this episode, we will dive into how the affluent prioritize control, tangible assets, and diverse income streams to build and preserve their wealth outside Wall Street. Mat explains how self-directing your retirement accounts empowers you to invest in alternative assets and provides greater flexibility and potentially higher returns. Be sure to check it out!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #520 - Mark Lane – From $40K to $400K – Gaining More Money and Time with Real Estate
2. Ep #517 - Austin Hair – Combining Healthcare and Real Estate – How Demographics and Market Analysis Protect Investors
3. Ep #512 - Andrew McDannels – Protecting Your Wealth – Fiat Currency, Tangible Assets, and Commodities

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

I'm joined today by Mark Lane, founder and owner of Lane Investments, LLC, a former factory worker turned real estate investor, shares his story of breaking free from a dead end, exhausting career, to build a life of financial independence and freedom. Mark talks about how as he envisioned a better future for his daughter, it became his key pivotal moment and propelled him to explore real estate as a path to better financial security. Mark's story also underscores the value of resilience, adapting to challenges like an unexpected health crisis, and maintaining focus on what truly matters. Give it a listen!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #514 - Kim Kiyosaki – How to Think For Yourself and Learn to Invest
2. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur Mindset
3. Ep #507 - Anna Kelley – Building Financial Security and Freedom – Business vs Employee vs Investing

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.