Professional Resources for Dentists

Resources for Dentists-Table of Contents

Professional Resources for Dentists

Real Estate Resources for Dentists

Marc Meiner

Marc Meiner

Dental Real Estate

Marc is a Healthcare Business Expert with a Wealth of Experience.

With a diverse background in the healthcare industry, Marc has gained a wealth of knowledge and expertise. His ability to simplify complex issues is unmatched, and he excels in everything from creative problem-solving to in-depth financial analysis.

Whether it’s startups or corporate healthcare, Marc is an expert in the field

Primary Areas of Focus:

  • Start-ups
  • Lease Negotiations
  • Finding dental office space

Contact Info:

MARC MEINER | Partner| | (858) 245-5861

Rory Firks Real Estate Agent

Rory Firks

Residental Real Estate

Top Dental Attorney | BEER Home Team Out | Odgers Law

Beer Home Team

DRE #01400084

As a consummate professional in the field of Residential Real Estate, my focus in San Diego home sales incorporates those qualities that result in confidence, trust, and respect of my clients and fellow industry associates. The foundation of my success can be attributed to an astute business sense and sharp negotiating skills. I have continued to grow experience with technology, utilizing the latest innovations which have proved beneficiary for both buyers and sellers alike. My team comprehensive home buying and marketing plan provides exposure not only on a local level in San Diego, but also reaches out internationally providing a smooth transaction and the best opportunity by which our clients receive the highest value. 

I strive to provide service unparalleled with the utmost cooperation, ethics, integrity, and passion to my clients, the community, and with my associates. 

DRE #01400084 | eXp Realty DRE #01878277 

Primary Areas of Focus:

  • Helping Dentists Buy and Sell Residential Real Estate
  • Residential Equity Sales
  • Commercial Residential Multi-Family
  • Foreclosures
  • Short Sales
  • Probate Sales
  • Divorce
  • Trust Sales
  • 1031 Exchanges
  • Real Estate LLC for Investment properties

Contact Info:

Rory Firks | DRE #01400084 |
Direct Line: (858) 922-2812

Virtual Business Card


California Dental Attorney

Matt Odgers Dental Attorney

Matthew Odgers

Odgers Law Group

Odgers Law Group

Contact Info:

Matt Odgers
Direct Line: (760) 705-7094

Office Line: (858) 869-1114



Regulatory & Dental Board Defense Attorney

Justin Withrow

Justin Withrow

Flannery | Georgalis LLC


Justin has developed a nationwide practice representing dentists and dental practices of all sizes in a variety of sensitive matters including federal and state regulatory investigations, federal and private payor billing audits, professional licensing matters, complex business litigation, and embezzlement investigations.

He regularly advises dentists and other medical professionals on state and federal regulatory compliance issues.

Justin currently serves as lead litigation counsel for a national dental specialty organization. As a firm, Flannery | Georgalis focuses on sensitive matters and complex investigations, disputes, and litigation.

Founded in 2017 the firm has grown into a powerhouse litigation law firm with offices in Cleveland, Columbus, Pittsburgh, Charlotte, and Detroit. Comprised largely of former federal and state prosecutors and former federal special agents, Flannery | Georgalis routinely helps individual and corporate clients with complex criminal and civil matters in state and federal courts and before state and federal agencies and regulators.

Services Offered for Dentists

State and federal regulatory investigations; professional licensure defense; federal, state and private payor billing audits, embezzlement investigations, complex business disputes

Contact Info:

  • Office: 216.302.7573
  • Direct: 216.200.0067
  • Website


Dental Marketing Resources for Dentists

Zephora Haddon

Zephora Haddon

DentalMAX Solutions

We offer the all-in-one solution for dental offices that takes care of all issues (with a TEAM of experts!) for far less than you could ever imagine!

A TOTAL package we recommend because it works for dozens and dozens of practices, and we want to make it work for yours! Keep your dental practice in optimal, leading shape with dynamic solutions, so you can focus on running your clinic.

Imagine: A team of top industry talent taking care of your SEO, social media, and marketing needs and more! A company unlike any other supporting your success – no contracts and one low price.

Services Offered:

  • Websites
  • website management
  • SEO
  • social media
  • content creation
  • newsletters
  • funnels
  • SMS
  • review maitenance
  • blogging
  • graphics
  • marketing collateral – and extras

Contact Info:

Zephora Haddon – 561.926.3969

Wonderist Agency

Laura Maly

Wonderist Agency

Wonderist Dental Marketing

Wonderist Agency is a full-service dental marketing agency based in sunny San Diego. In 2012, we set out to breathe new life into the gloomy landscape of dental marketing.

Wonderist Agency works with dentists across the country, from scratch startups and acquisitions to DSOs and specialists to help them build brands that stand out and create marketing campaigns that generate new patients. Wonderist is truly full-service, building websites and brands, managing SEO, Google Ads, social, and funnels.

With all the trappings of a Silicon Valley startup, it will come as no surprise that Wonderist culture is at the center of everything they do. With 60+ Wonder Buddies and 10+ office dogs, our 8,000 square foot office in the heart of San Diego is more than just a workplace- it is home to a team of unique individuals that put their clients first.

Services Offered:

  • Branding
  • Websites
  • Photo/Video
  • Dental SEO
  • Google Ads
  • Social Media
  • CRM & Funnels

Dan Delmain

Since 2009, Dan and his team at Delmain have helped dentists around the US tell their unique stories, attract the right patients, and grow their practices through search engine optimization, content marketing, Google Ads and website design. Dan is a proud member of the Academy of Dental Management Consultants and is a frequent contributor to dental publications, podcasts and conferences, including Dentistry IQ, DentalTown and Bulletproof Dental Practice.

Services Offered:

online marketing, advertising, content marketing, branding, website design & development

Contact Info: | 503.477.9298 |

Dental practice consultants and coaches

Gene St.Louis

Gene St. Louis

Gene St. Louis Consulting

Gene St. Louis Logo

Gene St. Louis, CEO, is nationally recognized expert in dental practice management. She built her company from the ground up, holding both clinical and administrative positions prior to her consulting career.

Having participated in the day-to-day operations of dental practices, gives Gene a unique, insider advantage of how offices succeed. Clients feel confident with her firsthand experience that translates into relatable, personable and reliable expertise.

Gene has worked with hundreds of clients nationwide helping with transitions, startups and practice growth. She writes for a variety of dental publications and is regularly invited to speak at the nation’s top dental meetings throughout the United States and Canada.

Services Offered:

  • Practice Evaluations
  • Startups
  • Acquisitions and Practice growth consulting

Contact Info:

Gene St. Louis | 866-200-3217 | |

Teri McAviney

Teri McAviney

MaK Concepts, Inc.

Top Dental Attorney | smart dental logo Teri McAviney | Odgers Law

Smart Start DEntal

Mak Concepts

Mak Concepts Inc.

Teri’s ambition and passion for the dental field is exemplified through her extensive industry experience coupled with her commitment to helping doctors achieve their dreams. Her career began over three decades ago, holding clinical positions then shifting to management functions, where she was recognized for her leadership qualities and intense desire to learn.

As a veteran practice management coach, analyst and transition advisor, Teri has a track record for building successful businesses and meaningful relationships with her clients. Teri’s authentic style, personal approach and wide-ranging knowledge is what earns her credibility with doctors and teams.

Services Offered:

  • Comprehensive Practice Management,
  • Due Diligence
  • Transitions (Buyers & Sellers)
  • Start -up’s
  • Hygiene
  • Culture, and Systems training.

Contact Info: | |

Natalia Strelau

Natalia Strelau

Natalia Love Guru Coaching

As a relationship coach, I specialize in guiding individuals and couples toward fulfilling and harmonious connections.

With a passion for fostering healthy relationships, I leverage proven strategies to enhance communication, understanding, and intimacy.

Through personalized coaching sessions, I empower clients to navigate challenges, cultivate resilience, and build the foundations for lasting, meaningful connections.

Let’s embark on a journey to strengthen your relationships and create a more fulfilling life together.

Services Offered:

  • Individual Relationship Coaching
  • Couples Coaching
  • Conflict Resolution
  • Building Emotional Intelligence
  • Goal Setting for Relationships
  • Dating and Relationship Readiness
  • Family Dynamics Coaching

Contact Info: | 760-522-8303 |

CPA Resources for Dentists

Fazel Mostashari

Fazel Mostashari


Fazel is dental practice expert specializing in financial accounting, tax planning, and practice purchase and set up. Fazel’s wife is a dentist, and together they own and operate a successful dental practice in Woodland Hills.

Fazel has a Masters degree in Business Taxation (MBT), is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Divorce Financial Analyst (CDFA), and Certified Financial Planner (CFP).

In addition to training and formal education, for more than 20 years, Fazel has worked with real dentists and dental offices. He knows what to expect because he’s been down the road before and will help your practice be successful.

Contact Info: | 310-270-6347 |

Top Dental Attorney | PCFO | Odgers Law


We are a full-service dental and medical financial consulting firm. We are affordable, experienced, and extremely responsive to our clients’ needs.We offer end-to-end CFO Services, including tax, accounting, financial planning, retirement plan design, and more.

Services Offered:

Tax, Accounting, Payroll, Insurance, Financial Planning, Investments. Practice Valuations, Practice Transition services. 

Contact Info: | 800-675- 2712 |

Travis Slade Dental CPA

Travis Slade, CPA

Rooted wEALTH

Rooted Wealth

You will find unparalleled financial clarity when you work with Rooted Wealth. Our firm stands out with its exceptional grasp of the dental industry, down to the last tooth number.

We pride ourselves on offering straightforward, clean, and meticulously organized financial services. As proactive partners, we’re committed to being your comprehensive solution for financial guidance.

Services Offered:

  • Practice Transition Advisory

  • Tax, Payroll

  • Accounting

  • Financial Forecasting

Contact Info: | | 949-444-9996

Banking and Lending Resources for Dentists

Jason Schneller

Jason Schneller

Lendevour Inc.

Provide Dental Lending

Jason Schneller is the Regional Director for Business Development for Lendeavor, Inc. Jason enjoys helping Dentists achieve all their practice and commercial real estate lending needs.

Services Offered:

Loans for Practice Acquisitions, 2nd + Start-Up locations, Office Expansions, Relocations, Partner Buy-ins/outs, Equipment, & Commercial Real Estate

 Contact Info:

818-561-8106 |


Patrick Stevens

Patrick Stevens

Panacea Financial

Panacea Financial

Patrick Stevens is the California Regional Practice Finance Manager for Panacea Financial and is based out of San Francisco. With 20 years of experience in the banking industry, Patrick thrives on finding solutions to everyday challenges and ensuring the best customer experience for everyone involved in the transaction.

Services Offered:

Loan Products for Dentists including Partner Buy-In, Expansion/Relocation, Acquistion, Refinance/Consolidation, Startup Financing, New Equipment, Line of Credit, Working Capital and Commercial Real Estate Financing. Panacea Financial is a division of Primis. Member FDIC

 Contact Info:

415.417.4043 | |



Dental brokers

Sean Sullivan

Sean Sullivan

DDS Match

DDS Match

Sean is a dental industry veteran with more than 30 years of leadership and business experience. As an advocate for private practice dentistry Sean holds in high regard the responsibility of helping private practice dentists find the very best match to transition their business and legacy.

Services Offered:

Associate Placement, Partnerships, and Practice Sales

Contact Info: | 619-548-2643 |



PracticeOrbit is revolutionizing the dental practice marketplace by bringing buyers, sellers, and brokers together in one streamlined platform. 

PracticeOrbit offers a seamless and anonymous listing process, connecting sellers with verified buyers while providing comprehensive tools and resources.

Sellers pay only 3% of the sales price (minimum $15,000) if they sell through the platform, with no fees if a buyer is found outside of PracticeOrbit.

Brokers benefit from the same low fee and access to a robust buyer pool. The platform features pre-formatted legal documents, team collaboration tools, and organized communication channels, ensuring a smooth and efficient transition. Save on listing fees and maximize your hard-earned equity with PracticeOrbit.

Services Offered:

Technology Platform for Practice Sales

Contact Info: |

Insurance Providers for Dentists

Grant Osborne

Grant Osborne

Treloar & Heisel

Insurance for dentists

Treloar & Heisel has served the financial and insurance planning needs of Dental and Medical Professionals for over 65 years.

Our goal is to provide our clients with the peace of mind to focus on their career and families.

Services Offered

  • Individual insurances( Disability, Life Insurance etc)
  • Business Insurances( General Liability, Business Owners Policy, Workers Comp etc)
  • Comprehensive Wealth Management and Financial Planning

Contact Info: |  (213) 220-0766 | Schedule a Call with Grant |

Dental Embezzlement and Forensic Accounting Resources for Dentists


David Harris

CEO Prosperident

David Harris may have the coolest job in dentistry. He gets to chase, and catch, those who steal from dentists. A rule-breaker in his youth, David changed his direction and has spent much of his adult life in the world of investigation and enforcement, where he uses his unrivaled ability to understand the criminal thought process to help educate and protect dentists.

David is the Chief Executive Officer of Prosperident, the world’s largest firm investigating financial crimes committed against dentists. David is a forensic accountant, a licensed private investigator, and a CPA.

He is the author of the book Dental Embezzlement: The Art of Theft and the Science of Control, and over 30 articles in dental publications. In addition to being a prolific author, David is a frequent presenter at regional, national, and international dental conferences, and his vast wealth of experience, coupled with his keen sense of humor make David both an engaging and entertaining speaker.

Services Offered

Embezzlement investigation, protection against embezzlement, forensic accounting

Contact Info: | 888-398-2327 |

Dental Staffing Resources for Dentists

Top Dental Attorney | DirectDental 1 Anthony Perez | Odgers Law


Direct Dental Staffing



Services Offered: 

We provide employment for all positions including:

  • Dental Assistants (DA, RDA, RDAEF)
  • Registered Dental Hygienists (RDH, RDHAP)
  • Dental Office Managers
  • Front Desk Personnel
  • Treatment Coordinators
  • Insurance/Billing Staff
  • Dentists and Specialists
  • And More

Contact Info: |

Call: (619) 295-1002
Text: (619) 453-2103