The key to any dental practice is how to constantly bring in new patients. We all know this. But how do you attract those patients who cannot afford expensive dental treatment in one lump sum? Those patients can typically afford a car payment-sized monthly bill— so why not make that part of your practice?
We had Dave Roehr and Brad Bailor of Proceed Finance (http://www.proceedfinance.com) to discuss their company and how well payment plans work when it comes to attracting new patients with low financial risk to the doctors who consult with them.
Proceed Finance offers affordable patient financing that helps providers expand their patient base and drive repeat business.
We bridge the gap between the services providers offer their patients and the affordability of those services. The Proceed Finance model is simple – fully-funded, fast delivery financing for providers and easy to understand terms and the lowest rates for patients.
CEO Dave Roehr leads Proceed Finance with over three decades of experience in banking, finance, and strategic growth.
Prior to Proceed Finance, Mr. Roehr was President and Chief Financial Officer of Cabela’s Inc. [CAB:NYSE], guiding the company through a time of unprecedented sales growth and retail expansion, and rocketing them past the $1B valuation mark. Included in Mr. Roehr’s leadership at Cabela’s was his role as Founder, Chairman of the Board, and CEO of World’s Foremost Bank, the wholly-owned regulated credit card bank utilized by Cabela’s to issue and manage their co-branded Cabela’s VISA credit cards and related consumer rewards program.
Mr. Roehr’s previous roles also include partnership at tax consultancy Grant Thornton LLP, the US member firm of Grant Thornton International Ltd. While at Grant Thornton, Mr. Roehr utilized his CPA and MT (Masters of Taxation) credentials within their public accounting business practice, contributing to revenue growth of over $150M and expansion into nearly 70 countries worldwide during his tenure.
Aside from his career leadership roles, Mr. Roehr also contributes guidance to businesses in growth mode via memberships on various boards of directors. Mr. Roehr’s current and past board memberships include:
• The Buckle [BKE: NYSE]
• Air Methods [AIRM: NASDAQ]
• Regional Board of Directors for US Bank [USB: NYSE]
• Security First Bank [privately held]
Brad Bailor, Senior Director of Sales Brad Bailor directs Proceed Finance’s corporate sales efforts, supporting growth initiatives and building relationships with provider partners.
A seasoned sales professional, entrepreneur, and startup leader, Mr. Bailor draws on his expertise in client relationship development, startups, and business management to lead Proceed Finance’s sales efforts. With a background that includes running his own company combined with more than two decades of working in highly visible client management roles, Mr. Bailor brings systematic sales processes and genuine interest in serving the client to his sales roles.
Mr. Bailor’s sales experience includes tenure at both well-known corporate brands and innovative startups, perfectly positioning him for a leadership role at Proceed Finance. Included in his experience are:
• US CAD [privately held]
• Sojern [privately held]
Born in Montreal, Canada, Dr. Jonathan Abenaim DMD is the owner of Jonathan Dental Spa. He received a BA in Biology from Yeshiva University in New York, and continued his graduate work at University of Pennsylvania. UPenn is one of the only 3 Ivy Leagues to provide a Doctor of Medicine in Dentistry. Dr. Abenaim graduated with a DMD with disciplines in Endodontics, Prosthetic Dentistry, and Pain Management. In addition to graduating with honors, Dr. Abenaim also received the E. Howell Smith Award in Prosthetic Dentistry.
Always staying current and progressive, Dr. Abenaim has continued his education with a
Advanced Implant Prosthodontics Residency at Nova Southeastern University and Atlantic Coast Dental Research Clinic in Palm Beach Florida. From these schools, he gained expertise in implant dentistry and was awarded Fellowship and Diplomate status in The International Congress of Oral Implantologists. Dr. Abenaim is in the top 5% of elite cosmetic dentists in the United States to execute both surgical and cosmetic portions of implant dentistry.
He is Board Certified in Implant Dentistry, by the American Board of Oral Implantology, an honor achieved by less than 600 dentists worldwide. The training and experience needed to have that honor is achieved by only the best in their fields.
Helping the future of dentistry, Dr. Abenaim finds the time to instruct dental students at NYU in the department of Implant Dentistry, helping students learn complex surgical dental implants.
He has founded the Smile Syllabus Training Institute, which internationally teaches other dentists on the latest and greatest in dentistry.
Out of the office, Dr. Jonathan Abenaim spends most of his time with his four beautiful children and wonderful wife.
Dental practice owners, type your practice's name into Google and see what happens. Where do you show up? Are you in the first couple of entries on the first page of results? If you are, good job! If you are not, then you need to talk to Mike Pedersen of TheDentalBoost.com. And if you don't have a website at all— then you definitely need to get on the phone with Mike Pedersen ASAP.
We had a chance to sit down with Mike and talk about experiences with Search Engine Optimization, Google AdWords, the importance of analyzing your search results and then shared a few stories of SEO nightmares at the expense of Lance Timmerman.
Mike Pedersen, the founder and owner of The Dental Boost has had his content (articles) published on authority dental sites like AACD.com (American Academy of Cosmetic Dentists), DentistryIQ, DrBicuspid.com, Patterson Dental (Off The Cusp), Dental Town, DentalCPAs; as well as The Dental Entrepreneur magazine; and has formed partnerships with some of the biggest names in dental practice consulting. Mike is available for presentations on Dental Website Marketing and Search Engine Optimization at local association meetings, study clubs, or major dental meetings.
SPECIAL OFFER FOR LISTENERS: Mike is offering to give our listeners a consultation of any length and if you find significant value in that consultation, then he'll charge you $1. One dollar for an open discussion about your business? That's a steal. Visit https://thedentalboost.com/worms/ to fill out a form that will give Mike a better idea of where your business is currently at and where you need to go.
As company founder and president of The Gelfand Group (http://www.gelfandgroup.com), Norman Gelfand began his commercial real estate career in 1988. He was a top-producing commercial broker for one of Austin’s large commercial real estate firms for 5 years, in which he earned 16 company awards for top performance in selling, listing, & leasing property.
In 1993, he established his own brokerage firm, Magnum Real Estate, and continued to sharpen his skills as an expert in negotiating commercial real estate contracts and navigating complex commercial real estate issues to successful completion. Magnum Real Estate served the commercial real estate needs of a wide range of business professionals: general office, retail, industrial, hi-tech, & general healthcare in leasing, purchasing and sales transactions.
In 2001, Magnum Real Estate transitioned into Gelfand Group Commercial Real Estate and the firm began exclusively representing tenants and buyers, specializing in dental & medical real estate in the central Texas area. Gelfand Group continues to add satisfied customers to its client base. The firm’s experience speaks for itself: Locating the right space for a practice, thorough lease/purchase contract analysis, and expert contract negotiation continue to be the three most important components to Gelfand Group’s success as we represent dental practitioners in their real estate needs. To date, Gelfand Group has negotiated 400 leases and sales, with a volume of $200,000,000.
Prior to his real estate career, Norman spent 22 years as founder, president, & CEO of an engineering/contracting company, which provided design and installation services of impervious surfaces used to protect concrete & steel against industrial environments to Fortune 500 companies. At peak, his company employed 60 construction craftsmen and supervisors through the home office in Houston, with branch operations in Dallas, Texas and Syracuse, New York. Contracts ranged from $20,000 to $600,000. The company’s clients included IBM, Texas Instruments, AMD, Lockheed, Exxon, Arco, Goodyear, Union Carbide, Borden Foods, and Nestle.
It was during the start of this business in 1967 that Norman truly began developing one of his most salient business talents: that of contract review and negotiation. He continues to exhibit that extraordinary talent as he works with clients, landlords, professional service providers, and other commercial brokers not only by his extensive knowledge of commercial real estate contracts, but by his ability to negotiate fairly, honestly, and in a businesslike manner, with three goals in mind: Real estate cost reduction (appropriate for both leasing/purchase clients), significant limitation of perilous contractual obligations and liabilities, and safeguarding the client’s capital investment.
Norman has been a contributing author to the Austin Business Journal since 2001. His articles reflect his extensive knowledge of commercial real estate contracts and contain expert advice on many commercial real estate issues, particularly those having to do with dental & medical office leases and purchases. Because Gelfand Group’s proven track record centers around the unique real estate needs of dental & medical practitioners, the majority of his articles suggest that they are well-attuned to the changing trends of healthcare real estate with regard to pricing, availability, demographics, future planned developments, etc.
Norman has participated in numerous industry organizations, including the Austin Board of Realtors, Texas Association of Realtors, National Board of Realtors, Commercial Leasing Brokers’ Association, and Central Texas Commercial Brokers’ Association. He is a previous board member of the Central Texas Chapter of CCIM (Certified Commercial Investment Manager). He is a cofounder of the Austin Commercial Brokers’ Association. He is a past president of the Technical Advisory Group.
His civic involvement includes serving as a previous board member of the American Red Cross and membership in Rotary International. Norman is a member of Shriners International, and is an active member and past president of a local chapter of Toastmasters International.
Craig Cody is a CPA and a Certified Tax Coach who has been helping professionals of all backgrounds analyze their finances and tax situations. Craig stresses the importance of financial planning in the long-term, rather than waiting until November of each year to start concentrating on your taxes. Craig is the co-author of the Amazon bestseller, “Secrets of a Tax Free Life”.
SPECIAL OFFER FOR LISTENERS: You can get your copy of Craig’s latest book “10 Most Expensive Tax Mistakes That Cost Business Owners Thousands” in the mail by completing this form. http://www.craigcodyandcompany.com/diw/
Craig S. Cody, CPA
"I was born and raised on Long Island, NY. In between doing what average suburban kids do, I spent much of my childhood at the heels of my father who retired from the New York City Police Department after 33 years.
My interest in money and business led me to major in Economics at Cortland College. At 21, following in my father’s footsteps, I began my 17 year career with the New York City Police Department.
I retired as a Lieutenant in September 2000. I had an opportunity to pursue my interest in the financial industry and joined an international CPA firm. For many, my career change seems drastic and curious, “I can’t believe you used to be a cop!” and “How did you go from police officer to accountant?” have become almost synonymous among clients and colleagues in realizing my former profession. While I’m no longer chasing “perps” down the streets of New York City, I still maintain the same type of rush and dedication to saving clients thousands of dollars in tax and seeing the look of delight on their faces.
The way I run my practice is rooted in tax planning. Our philosophy is to find ways to legally reduce tax liabilities and keep more of what our clients earn in their own pockets. Each new client, corporate and personal, is given a tax analysis in which we review prior tax returns as well as current financials in order to identify missed opportunities and prior mistakes which resulted in unnecessary tax expenditures. From there, we implement a personalized plan to save the client thousands.
As a Certified Tax Coach™, I belong to a select group of practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies in order to become, as well as remain, certified. With this organization I have co-authored an Amazon best seller, Secrets of a Tax Free Life.
In addition to tax planning, my practice offers traditional tax services as well as off site CFO services. With my dedicated and passionate team we are able to provide daily guidance and advice to business clients. Our efficiency is embedded in our team concept. Our clients include, but are not limited to, Medical Professionals, Clothing Sourcing Businesses and Commercial Electrical Companies."