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MB2 Underground goes beyond the clinic walls, diving deep into inspiring stories from dentistry's leading minds. Learn valuable leadership, entrepreneurship, and financial strategies you can use to grow your practice and achieve your goals.
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Stocks-in-Depth

Bill Baker, CFA

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Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a ...
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Welcome to The Deal Playbook Podcast — the ultimate show for entrepreneurs, CEOs, and founders who want to scale their businesses, diversify risks, and unlock multiple exit opportunities through strategic acquisitions and deals. Hosted by Tom Shipley, an experienced entrepreneur with 18 successful acquisitions and exits, this podcast offers invaluable insights into the world of M&A. Each episode features expert guests who share their knowledge on how to identify once-in-a-lifetime deals, nav ...
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show series
 
Joseph Hildebrand is a partner at the accounting firm Saville, a unique accounting firm, being one of the last independent firms in the Dallas-Fort Worth area. For over a decade, Joseph has had a long-standing relationship with MB2 Dental. He’s been closely involved in the growth and evolution of MB2 Dental, providing tax and accounting services, a…
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Justin Carroll joined MB2 Dental in 2014 and now serves on the executive leadership team as Chief Operating Officer. With over 17 years in the healthcare field, Justin shares how an encounter with our Founder and CEO, Dr. V, led him to join the company in 2014, leaving behind his career in private equity. He has significantly contributed to the com…
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Jackson Hildebrand joined MB2 Dental in 2018 and is on the executive leadership team, serving as Chief Financial Officer. With 14+ years in Private Equity, Jackson discusses his experience transforming a one-man finance team into a 75-member powerhouse. Learn how his Texas A&M finance background and innovative strategies have driven MB2's explosive…
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Cameron Lindsay is the founder of Haystack, the intranet for the future of work, focused on enabling organizations to deliver customized experiences that inspire and engage their employees. Cameron provides valuable insight for entrepreneurs, sharing the twists and turns of his story, and the wisdom he’s gained from other founders along the way. He…
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Candace VanCamp started at MB2 Dental in 2021. She is the Vice President of Payer Strategy. In this episode, Candace shares her experience building the Payer Strategy department from the ground up, discussing how MB2 identified the unique needs of dental practice owners and strategically assembled a dedicated support team to address those needs. Wi…
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Dr. Stacy Becker is a general dentist and owner of Precision Dental in Missouri. Dr. Stacy Becker has a passion for dental sleep medicine, particularly in treating children. She co-founded ASAP Pathway, an organization that aims to educate dentists on the importance of airway, sleep, and pediatric issues. She discusses her early interest in dentist…
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Brian Burt, founder of Canopy Management, shares his incredible journey from a scrappy Amazon seller to leading one of the fastest-growing e-commerce agencies in the country. Brian breaks down the strategic role acquisitions played in scaling his business, revealing how buying companies unlocked massive growth opportunities. From leveraging TikTok …
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In this exciting "international" episode of MB2 Underground, we’re joined by a special guest all the way from Australia - Mark O’Brien, CEO of Impressions Dental Group! Mark shares his experiences as the leader of one of Australia's top dental partnership organizations (DPO). In this episode, we talk about the unique challenges and opportunities in…
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Robyn Siers is a seasoned M&A attorney telling you her insights on what it takes to successfully navigate mergers and acquisitions, especially in the marketing and tech industries. She talks about the importance of having a clear buying thesis, understanding seller motivation, and using creative deal structures to close deals. Robyn also discusses …
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Jake Berry joined MB2 Dental in 2017 and is now on the executive leadership team, serving as Chief Development Officer. Jake shares his journey from the Marines to MB2 Dental, highlighting the leadership skills that transferred seamlessly between these roles. He offers perspective for dentists considering partnerships in the DSO space, emphasizing …
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Molly Pittman, CEO and Managing Partner at Smart Marketer, shares her proven strategies for growing businesses in today’s rapidly changing digital marketing landscape. Due to how she helps brands scale from $5 million to $50 million, Molly talks about the importance of strong offers, using native ads, and thinking big-picture when navigating market…
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Dr. Joseph Dove is a general dentist and owner of six Dove Family Dentistry locations across Memphis, Tennessee. Dr. Dove shares his insights on leadership and the importance of character in running a successful dental practice. Drawing from his military background and years of experience, he emphasizes the value of servant leadership, compassion, …
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Todd Taskey discusses the key strategies digital marketing agencies need to know when preparing for a successful exit. He explains why finding the right buyer matters more than you think and how clear messaging about your business can drive up your transaction value. Todd also covers the importance of realistic projections, navigating earn-outs, an…
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Jason Swenk breaks down how agency owners can scale their businesses, overcome common challenges, and position themselves for success. He shares his Eight System Framework, which has helped countless agencies grow from scratch to eight figures. Jason also dives into the power of strategic acquisitions, the importance of having a clear vision, and w…
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Josh Snow shares how he built a multi-million dollar brand by tapping into the power of TikTok and leveraging an army of creators. He explains the strategies that helped him generate $1 million in sales within days of launching on TikTok Shop and how this platform has become a game changer for e-commerce. Josh breaks down the importance of viral co…
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Rudy Mawer shares his journey of building multimillion-dollar businesses through strategic partnerships, celebrity collaborations, and leveraging AI and automation. Rudy shares insights on acquiring iconic brands during the COVID-19 pandemic, his strategic partnership with Ty Lopez, and building multi-million dollar businesses while running an expa…
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Joshua B. Lee, known as the "Dopamine Dealer of LinkedIn," shares how he’s helped businesses scale by focusing on authentic human connections. He talks about the evolution from MySpace to LinkedIn, revealing why personal brands are critical for business success today. Joshua talks about content strategies that work on LinkedIn, the importance of tr…
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Dr. Nguyen is a general dentist and owner of Heritage Family Dentistry in Frisco, TX Dr. Nguyen shares his journey of transitioning from associate to owner at MB2 Dental. With a unique start and five years of groundwork as an associate, he emphasizes the crucial role of trust in navigating this pivotal shift. He credits MB2 Dental for providing ess…
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In this episode, Erik Huberman, founder and CEO of Hawke Media, shares his entrepreneurial journey, from starting his first business at age six to building a marketing empire that has generated over $2.9 billion in revenue for clients. He opens up about the highs and lows of running a business, including how mental health challenges nearly led him …
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Max Finn shares his journey from early success with Facebook marketing to leading the charge on TikTok. He discusses the mindset shift required to approach deals with confidence, the importance of having options, and the fine line between abundance and scarcity in negotiations. Max also talks about key strategies for leveraging media to raise capit…
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Digital marketing pioneer Dennis Yu shares his expert advice on how businesses can amplify their success by focusing on what works and scaling those wins. From his proven Dollar-a-Day strategy to the power of the Lighthouse model, Dennis breaks down steps for growing agencies and boosting client results. Whether you're running local campaigns or wo…
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Tom Shipley and Matt Bodnar break down the world of business valuations and deal structures. They talk about how valuations are more an art than a strict science, influenced by market conditions, negotiation strategies, and individual motivations. Their discussion covers examples of how businesses are bought and sold, highlighting the strategies th…
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Susan Huff joined MB2 Dental in 2015 and is on the executive leadership team, serving as Chief of Staff. Susan discusses her 23-year journey in the dental space, starting at the front desk in a private practice, to refining processes at a DSO, and now on the executive team at MB2 Dental. With advice on team-building, emotional connections, and the …
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Tom Shipley and Matt Bodnar discuss the often-overlooked strategies for sourcing acquisition opportunities that go beyond traditional methods. They challenge the common reliance on brokers and competitive marketplaces, advocating instead for the power of off-market deals and the value of weak ties in your network. Tom and Matt provide simple and ef…
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This episode breaks down the immense potential that agencies and e-commerce brands hold for strategic acquisitions. Tom and Matt share their insights on why these sectors are prime for investment, highlighting the overlooked opportunities that many business owners miss. They argue that now is the time to capitalize on these opportunities, with a fo…
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Tom Shipley and Matt Bodnar discuss the power of acquisitions as a growth strategy that can outpace run-of-the-mill methods. They share how even in the face of financial hardship, strategic acquisitions allowed their businesses to break through barriers that would have been almost impossible otherwise. They push back against the traditional strateg…
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Dr. Adam Weaver is a periodontist and owner of two practices in Colorado. Dr. Weaver is a Colorado-based periodontist with a passion for physical challenges and dentistry. From competitive wrestling in high school to achieving Iron Man status and competing in many triathlons, his journey embodies resilience and determination. Fluent in Spanish, he …
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Dr. Mauricio Dardano is a general dentist and owner of 4 practices in the DFW Metroplex. He began his journey with Dr. V back in 2007 when MB2 Dental was just getting started. Dr. Dardano takes us behind the scenes of MB2 Dental's evolution, from the genesis of its name to the pivotal decision to bring in private equity. Through it all, his commitm…
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"Dr. Ben Bratcher is a general dentist and owner of Legacy Dental Group in Texas. Dr. Bratcher, a long-time advocate for partnerships, found his perfect fit with MB2 Dental in 2020. Skeptical after past experiences with DSOs, he was impressed by MB2's supportive culture and commitment to doctor success. Partnering with MB2 allowed him to navigate C…
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"Efstathios Maroulis is the founder of Jarvis Analytics, a cloud-based business intelligence platform that provides dental practices and groups with real-time data analytics, KPIs, and workflows. From running a startup digital agency to becoming a leader in dental tech, Maroulis dives into what it's like to think like an entrepreneur, the power of …
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"Dr. Domenic Lombardi is a general dentist and practice owner of Lombardi Dental in Sharpsville, Pennsylvania. Dr. Lombardi shares how he's built a thriving fee-for-service dental practice while juggling life with two kids under two. With the same precision that earned him two hole-in-ones on the golf course, Dr. Lombardi discusses his approach to …
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"Dr. Brandon Harris is a general dentist and owner of Biltmore Cosmetic & Restorative Dentistry in Phoenix, Arizona. Dr. Brandon Harris shares his journey to becoming a practice owner with MB2 Dental, emphasizing his commitment to comprehensive dentistry and continuing education. He discusses the value of incorporating Invisalign and his interest i…
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"Dr. Kimberly Martin is a general dentist and owner of University Family Dental in Las Cruces, New Mexico. Along with her animal and travel stories, Dr. Kimberly Martin reflects on her early career experiences in waitressing and retail, where she learned many life lessons that helped shape her strong work ethic, influenced by her entrepreneurial pa…
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"Brooke Reeb and Tye McClure, financial advisors at JP Morgan, specialize in helping high-net-worth individuals, especially entrepreneurs, strategize for their financial future. They share their wisdom on managing significant liquidity events and the importance of having a clear financial plan. Brooke and Tye introduce their "three-bucket" strategy…
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"Dr. Brad Brittain is a general dentist and owner of Dentistry of Old Town Scottsdale in Arizona. Dr. Brittain shares stories from his dental school days, early career challenges, and the valuable lessons learned along the way. Dr. Brittain's story is a testament to the power of personal responsibility, entrepreneurship, and bringing small-town val…
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"Dr. David Chotiner is a general dentist and owner of Coastal Dental Arts (www.coastaldentalarts.com) in San Diego, California. Dr. Chotiner shares about his journey from a teenage hustler to a successful dentist and entrepreneur. He discusses how his commitment to personal growth and adaptability has shaped his leadership style, fostering a thrivi…
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"Dr. Aaron Lerg is a general dentist and owner of Danville Family Dental (www.danvillefamilydental.com) in Danville, Ohio. Dr. Lerg, MB2 Dental's first Ohio partner, shares how growing up on a farm taught him the value of a strong work ethic, a skill that has served him well in practicing dentistry in a small town. He offers valuable perspectives o…
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"Dr. Meghan Darby is a general dentist and owner of Flint River Dental in Huntsville, Alabama. Dr. Meghan Darby shares her inspiring journey from Air Force dentist to successful practice owner, highlighting the importance of leadership and patient care. She offers valuable insights on navigating entrepreneurship in dentistry, building a strong team…
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Dr. Dustin McBride is a general dentist and owner of Sam Spence D.D.S. and Abilene Dental Care & Orthodontics in Texas. Following a family nudge towards healthcare, Dr. McBride discovered dentistry and met his future wife in dental school. They joined MB2 Dental in 2014, leveraging the company's support to turn his initial practice struggles into a…
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Dr. Gabriel Shahwan is a general dentist and owner of Archstone Dental & Orthodontics (www.archstonedental.com) in Texas. Right out of dental school, Dr. Shahwan landed a position at a practice owned by our very own Dr. V. Little did he know that experience would turn into a life-changing partnership. Dr. V saw his potential, and together, they lau…
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Philippe Salah is the founder and CEO of Dental Monitoring, the leading Intelligent Platform globally to provide connected, smarter and more sustainable dental care. With a PhD in Biophysics, Philippe Salah shares his inspiring journey from meeting an orthodontist in 2007 to founding Dental Monitoring - the first tech unicorn revolutionizing orthod…
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"Dr. Amy Okun is a general dentist and owner of Okun Dentistry (www.okundentistry.com)and Sandstrom Dental Group (www.drsandstrom.com) in Arizona. Dr. Okun found her passion early on, choosing to embrace her family legacy in dentistry for its flexibility and entrepreneurial opportunities. Her “boss mom” example had a profound impact on her entrepre…
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Dr. Adrian Bertulfo is a general dentist and owner of Prosper Smile Studio (https://www.prospersmilestudio.com) in Prosper, Texas. Dr. Bertulfo, known as Dr. B, took the fast track to dentistry, graduating early and working as an associate to hone his skills. Fueled by a desire to create a patient-centric experience, Dr. B partnered with MB2 Dental…
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Dr. Thomas Reed is a general dentist and owner of Campbell Crossing Dentistry (https://treeddental.com/) in Texas. A love for dentistry sparked in middle school led Dr. Reed, the "Corvette King of Garland," to build a thriving practice in his hometown. Seeking a supportive partnership to balance his growing family and successful career, Dr. Reed jo…
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Dr. Jed Hildebrand is an orthodontist and owner of Walnut Central Orthodontics (https://www.orthodontistdallastx.com/) and Hildebrand Orthodontics (https://www.hildebrandortho.com/) in Texas. Fueled by a family legacy in dentistry and a passion for creating smiles, Dr. Hildebrand found his perfect fit in orthodontics. After meeting his wife in dent…
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Dr. Brooks Graves is a general dentist and owner of Forney Wellness in Texas. He began his partnership with MB2 Dental in 2012. Despite his initial plan to follow in his father's footsteps, Dr. Graves pivoted to a career in dentistry - a profession he saw as recession-proof. He provides an inside perspective on the relaxed yet professional culture …
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