Education can come in many forms and I have been getting educated on some of the services offered to help you grow your practices. I have been interviewing consultants, bankers and brokers for the dental industry to learn of their uniqueness and how they assist in the growth of your practice. Today I would like to feature some highlights from my interviews and share some of their insights. I have been learning that there is a need to have a multitude of resources available to you and have them working in concert with you as well. Today I am going to feature two of the people I have recently interviewed and will add more!
First I want to share my interview with Carolyn Craft who is a Vice President and a Relationship Banker at California Bank & Trust in Laguna Hills. (located at 24012 Cale de la Plata #140, Laguna Hills, CA 92653, 949 830-7440) Carolyn has been in the banking business for 21 years and has helped in the medical and dental profession for the last three to four years.
I wanted to know how her services serve the dentist’s needs and how she believes they are unique in the banking world. What I learned is that they base everything on service - Carolyn actually comes to your place of business and gets to learn who you are and meets you to learn about your practice, your personal and professional needs and goals of your practice. What I really liked about Carolyn is how genuine she is in her interest in making sure she is the right person to service your needs - needs like working capital lines and short term financing as well as personal banking needs for you and your team. What really appealed to me is a new service they offer that saves time and gas – no more waiting in lines, you can make your deposits right from your office! There are certainly many advantages to this service and the many more that she offers. Discover the power of relationships, give her a call soon!
Selling Soon? – If you are thinking of selling your practice and want to be well represented, then I highly recommend that you contact Kerri McCullough at Practice Transition Partners.
I asked Kerri what makes her unique in the broker industry and she shared that she cares about the doctors she works with and that she has their best interests at heart. I asked her how she found the dental practices wanting to sell that are right for her – and I loved this – “we find each other”. She attracts the best and then goes to work! She also properly introduces the buyers to the sellers she represents and she makes sure ahead of time based on the information she receives that there seems to be a good fit. This maximizes the opportunity for a good match and happy and satisfied clients. She educates her seller’s and takes good care of them. She also has a team of people that she refers her clients to for the areas of expertise that are also critical elements for the seller. I learned that having the right Dental CPA and the right Dental Attorney are critical components and that it is important that everyone has the same set of standards and ethics. Kerri is a high integrity person and I would highly recommend that you speak with her if you are thinking about selling your practice and want to be well represented!
Speaking of education, if you want to attend a program that will help with your communication skills so that you can say it right the first time, every time – check out Communication Skills for Small Business.
I know that these are services and people who can help you grow your practice and achieve your dreams!
Thank you.
