The Dental Wealth MBA
The business education dental school skipped.
57 self-guided lessons across 9 courses that build from foundational concepts to dental wealth mastery. Each lesson is multimodal with written, audio, & video versions along with interactive tools & quizzes to reinforce learning.
Click each course for lesson details
Core Curriculum
The dental program. Completing the core earns the Dental Wealth Mastery certification.DWM 201Dental Financial LiteracyThe hinge of the program. Read a statement, compute a ratio and price a decision, all on dental numbers.6 lessons
1Reading an Income Statement. Revenue, direct costs, operating expense and net income, line by line on a solo GP practice.
2Reading a Balance Sheet. Assets, liabilities and equity across startup, mature and acquisition-ready practices. What a buyer sees.
3Understanding Cash Flow. Cash versus accrual, the non-P&L cash consumers, AR aging and the thirteen-week forecast.
4How the Three Statements Connect. Why a profitable practice can run out of money, and the fifteen-minute review that catches it.
5Financial Ratios & Break-Even. The ten-ratio dental dashboard with benchmarks, plus sensitivity analysis for staffing and contract decisions.
6ROI, Time Value & Capital Allocation. Net present value, payback, and the four-tier hierarchy for deciding where the next dollar goes.
DWM 501The Business of DentistryWhat a dental career is worth in aggregate, which levers move a practice, and how to separate clinical income from business profit.4 lessons
1The Economics of a Dental Career
2The Five Revenue Levers
3The KPI Dashboard
4The 30% Framework
DWM 502Dental Financial ArchitectureEntity, tax, debt and real estate. Decisions made once and felt for decades.5 lessons
1Entity & Tax Structure
2The Practice P&L
3Cash Flow & Working Capital
4Debt Architecture
5Practice Real Estate
DWM 503Key Dental Business & Investment DecisionsFees, labor, an associate, a service line, a technology purchase. Each priced as an investment against the scoreboard a buyer would use.7 lessons
1The Investible Practice
2The North Star Practice
3Fee Strategy & Payer Mix
4Labor Economics & Compensation
5The Associate Decision
6Expanding Clinical Services
7Technology & Compliance
DWM 504Dental Ownership StrategyValuation, buying, partnership economics and exit. Taught buyer-agnostic, so you can model any offer put in front of you.5 lessons
1Practice Valuation
2Buying a Practice
3Partnership Economics
4Exit Planning
5Evaluating Exit Options
DWM 505Dental Wealth MasteryConverting a clinical income and a practice asset into lasting personal net worth. The course the program is named for.4 lessons
1The Dental Wealth Stack
2Tax Strategy Across the Career
3Investing for Dentists
4Legacy, Compounding & What Lasts
Optional Foundations
Personal wealth, money and investing fundamentals. Skip them if you have the background.DWM 101Wealth FoundationsThe Five Engines of Wealth and the compounding formula every later course is built on.6 lessons
Six lessons on the Five Engines of Wealth and the compounding formula. Lesson titles finalizing.
DWM 102Money MasteryIncome, spending, saving, debt, tax and the handful of large decisions that set a professional life's trajectory.10 lessons
1What Money Really Is. Income vs. wealth.
2Income & Paychecks. Gross, net, W-2 vs. 1099.
3Where Money Lives. HYSA, money market, FDIC.
4The Spending Trap. Phantom spending, 50/30/20.
5The Saving System. Pay yourself first.
6Debt & Credit. Avalanche, snowball, loans.
7Taxes Demystified. Brackets, 401(k), Roth, HSA.
8Insurance & Protection. What to carry, what to skip.
9The Big Decisions Framework. Rent vs. buy, education ROI.
10Wealth Across a Life. Four phases, the $100K threshold.
DWM 103Investing FoundationsHow markets work and how a portfolio is actually built, ending in an allocation you can hold for thirty years.10 lessons
1Why Your Money Is Dying. Inflation and cash drag.
2What You're Actually Buying. Stocks, bonds, ETFs.
3How the Market Works. The account waterfall.
4How to Read a Stock. P/E, EPS, yield, moats.
5The Case for Index Funds. Active vs. passive.
6Building Your First Portfolio. Risk and allocation.
7Your Brain vs. Your Portfolio. The behavior gap.
8Taxes, Fees & Costs. Asset location, fee math.
9Protecting What You've Built. SIPC, beneficiaries.
10The Long Game. Milestones and consistency.
Courses may be taken in any order; the sequence above is the recommended path. Practice financials used in coursework are illustrative and constructed. A cadence of two to three lessons per week finishes the program in six to twelve months.