Banks/Lenders
Tell them DDSmatch Mountain West recommended you give them a call or click on a “Get Pre-Qualified” link to get started!
Carter Rockwood
Phone: (801) 888-1604
Website: panaceafinancial.com
Michael Pakula
Phone: (330) 518-0690
Website: www.bankofamerica.com
Jamie Hardy
Phone: (970) 219-9619
Website: www.liveoakbank.com
Derek Lamprecht
Phone: (801) 695-5766
Website: www.umb.com
Chris Minter - Nevada
Website: www.huntingtonbank.com
Dave Bely – Utah
Phone: (303) 335-8626
Website: www.huntingtonbank.com
Jordan Yarmon - Utah & Idaho
Brian Carroll
CPA & Accounting Firms
Ed Gabriel
Phone: (801) 455-4225
Email: ed@drilldownsolution.com
Website: www.drilldownsolution.com
Matt Howard
Email: mhoward@blueandco.com
Website: www.blueandco.com
Our mission is to find ways to hep you achieve personal, financial and life goals.
Carlin Orton
Phone: 801-644-6666
Email: carlin@bloomfieldcfo.com
Website: www.bloomfieldcfo.com
Slava Kohl, CPA
Phone: 702-518-0081
Email: slava@evolvcpa.com
Website: www.evolvcpa.com
Attorneys
Ashley Garbe Smith
David Durm
Phone: 317-231-7483
Email: david.durm@btlaw.com
Website: btlaw.com/en/people/david-durm
David Durm guides clients through the challenges associated with real estate and corporate law, crafting bespoke solutions for those he serves. His rich background, spanning over 25 years in both private practice and in-house roles, equips him with a more nuanced understanding of the law and business.
Cecilia Chen
Phone: (858) 519-6009
Email: cchen@practiceatty.com
Website: www.practiceatty.com
Cecilia’s expertise includes purchase and sale of businesses, contracts and commercial lease review and negotiation, mergers and acquisition, with special focus in healthcare, representing dentists, veterinarians, optometrists, hospice and in-home care facilities.
David Cohen
Email: david@cohenlawfirmpllc.com
Website: cohenlawfirmpllc.com
Serving the legal needs of local, regional and national dentists and specialists.
Casey Gocel
Email: cgocel@mblawfirm.com
Website: www.mblawfirm.com
Delivering sophisticated, relationship based service in 30 distinct legal practice areas.
Richard Bradley
INSURANCE CREDENTIALING / INSURANCE NEGOTIATION / BILLING
Angie Catmull
Lisa Hebert
Ben Tuinei
Clint Johnson
Matt Veatch
Email: matt@veatchconsulting.com
Website: www.ppoexperts.com
We’ve seen many practices struggle because they did not know how to competitively price their services and poorly negotiated reimbursement rates have them working harder for less. We’ve seen them spend precious time jumping through insurance hoops tying up essential cash flow. We set out to be the solution.
Transitions into Ownership/Leadership/Consulting
Rob & Tracy Thorup
Michael Cruz – NV
Email: michaelcruz@fotunemgmt.com
Website: www.fortunemgmt.com
Fortune Practice Management provides an unparalleled combination of coaching, consulting and training through customized seminars, personal coaching and support systems designed to enrich the professional, personal, and financial lives of Healthcare practitioners.
Brad Hunsaker – ID, UT and WY
Email: bradhunsaker@fortunemgmt.com
Website: www.fortunemgmt.com
Fortune Practice Management provides an unparalleled combination of coaching, consulting and training through customized seminars, personal coaching and support systems designed to enrich the professional, personal, and financial lives of Healthcare practitioners.
Brian Hanks
Email: brian@dentalbuyeradvocates.com
Website: www.dentalbuyeradvocates.com
My team and I only help dentists, we only work with buyers, and we work nationwide.
Recommended Reading: How to Buy a Dental Practice by Brian Hanks
Teri McAviney
Phone: (760) 975-8770
Email: teri@makconcepts.com
Website: www.makconcepts.com
Buyer advocate and consultant, helping buyers through due diligence and the transition into ownership process.
Financial Advisors
Ric Rogers
Mahesh Odhrani
Phone: 702-827-5580
Email: modhrani@strategicwd.com
Website: www.strategicwd.com
Patrick Collins
Phone: 702-978-6910
Email: Patrick.collins@westpacwealth.com
Website: www.westpacwealth.com
Bryan Martinka
Phone: 623-210-2314
Email: Bryan.x.martinka@westpacwealth.com
Website: www.westpacwealth.com
Real Estate Lease/Purchase Negotiation – Tenant/Buyer Representation
Matt Hartman
Sam Goodrich - Utah
Email: sam.goodrich@carr.us
Website: www.carr.us
Barri Levy – Las Vegas
Phone: 702-296-7219
Email: barri.levy@carr.us
Website: www.carr.us
Leading provider of commercial real estate services for healthcare tenants and buyers.
Marketing & Advertising
Mya Forster
Phone: 704-751-5315
Email: mforster@marketmymarket.com
Website: www.marketmymarket.com
Corbin Burkard
Phone: 866-847-6898
Email: corbin@cleartolaunchdental.com
Website: ClearToLaunchDental.com
Other
Rachel Marks
Email: rachel@swissmonkey.io
Website: www.swissmonkey.io
Calendar Link
Swiss Monkey connects your practice with skilled U.S. – based Virtual Front Office professionals, technology, and expertise to streamline your front office – without the hassle of hiring full-time.
Brandon Weaver
Phone: 801-381-4151
Email: bweaver@dojoconstruction.com
Website: dojoconstruction.com
